Our Recruiter Of The Month Is Kyle Miller Of EP Wealth Advisors. We Cover Minority Stakes By Rise Growth And Sanctuary; A Purchase By Creative Planning; A Survey By DeVoe; Recruitment By LPL, Dynasty And RFG; Appointments By OneSeven, VestGen And Private Advisor Group; And Alera Group’s Platform Exp
Plus Our Deals & Recruiting Roundup, Thematic ETFs, AI In Operations, Sanctuary’s Breakaway Recruit, Acquisitions By Bluespring And Prime Capital, And Marcoms To Empower Underserved Communities
Experts From Orion, CogniCor And Surge Ventures Share Predictions On Regulatory Focus, Regtech And AI Use In Compliance And Regulation For 2025, Plus Predictions For The SEC Under Atkins
Bluespring, Merit, Carnegie And Prime Capital Make Acquisitions. Emigrant Stakes Principle Wealth. Sanctuary Recruits NewSpring. Basecamp And Aria Launch. RISR Partners With Wealthcare. Integrated, CD&R And IAA Appoint Execs.
