Latest News from WSR

Sanctuary Integrates With BNY Pershing’s Wove

Wove Integration To Provide Holistic View Of Client Assets And Multiple Tools To Sanctuary Platform

/ 12 Dec 2024

We Honor Leading Wealth Management COOs

Plus Our Deals & Recruiting Roundup, Charitable Giving And Tax, 2025 Advisor Recruiting, The Fee-Based Model’s Dominance, AI And Wealthtech, Adapting To Consolidation, IiO’s And EdgeCo’s Milestones, An AI ETF And Mariner’s Acquisitions

By Larry Roth

/ 11 Dec 2024

Private Advisor Group’s Marketing Head Explores 2025 Marketing Trends

Kelly Coulter Discusses What She Expects To Be The Biggest Trends When It Comes To Advisors’ Use Of Email, Data And More.

By Jeff Berman

/ 11 Dec 2024

Kelly Coulter, Head of Marketing, Private Advisor Group

Advyzon Teams With iCapital To Enhance Alts Capabilities For Advisors

The Partnership Will Initially Include Data And Fund Integration And A Single Sign-On

By Jeff Berman

/ 11 Dec 2024

Steve Houston, Managing Director and Co-Head of iCapital Solutions, iCapital

FFP: Support For Pro Bono Planning Among Aspiring Advisors Is Strong

Pro Bono Support Among Newcomers To The Field Is ‘Even More Intense’ Than The Widespread Support Among Current CFP Professionals, FFP Says.

By Jeff Berman

/ 11 Dec 2024

FFP: Support For Pro Bono Planning Among Aspiring Advisors Is Strong

Deals & Recruiting Roundup: Modern, SEIA, EdgeCo, Rockefeller, Dynasty And More

M&A By Modern, VestGen, Mariner, Allworth, SEIA, SageView And Miracle Mile. Recruitments By Concurrent, Kestra PWS And Rockefeller. Dynasty Partners With Nasdaq Private Market. EdgeCo Surpasses $600 Billion In Assets Serviced.

By Chris Latham

/ 10 Dec 2024

Deals & Recruiting Roundup: Modern, SEIA, EdgeCo, Rockefeller, Dynasty And More

WSR Honors The COO 5: Top Wealth Management COOs Of 2024

WSR Names Kris Chester, Patrick Farrell, Dan Tobin, Tarah Williams And Michael Zebrowski To 2024 Group Of Outstanding Operations Executives

By Chris Latham

/ 10 Dec 2024

WSR Honors The COO 5: Top Wealth Management COOs Of 2024

Mariner Adds $878 Million In AUM After Buying California, Florida Advisory Firms

Firm Acquires Atlas Financial In Sarasota And Newport Advisory In Newport Beach, Expanding Its Footprint In ‘Key Markets’

By Jeff Berman

/ 6 Dec 2024

Marty Bicknell, CEO and President, Mariner Wealth Advisors

Invest In Others Had A ‘Transformative’ 2024, Says CEO

The Charitable Foundation Achieved Major Accomplishments And Launched An Ambitious New Strategic Plan.

By Jeff Berman

/ 5 Dec 2024

AI In Wealth Management: Navigating Practical Impact And Future Growth

TIFIN President & CRO Rob Pettman Discusses AI Trends And 2025 Predictions, How AI Serves Advisors And His Motivation To Move To A Firm Specializing In AI Solutions

By Julius Buchanan

/ 5 Dec 2024

Rob Pettman, President & Chief Revenue Officer, TIFIN

Firm Co-Founded By Former Tesla President Launches Its First ETF

VistaShares Is Focused On Solving ‘Major Issues’ With Existing Thematic ETFs, It Says.

By Jeff Berman

/ 4 Dec 2024

Jon McNeill, Co-Founder, and Adam Patti, CEO, VistaShares

Key Financial Advisor Recruiting Trends For 2025

Industry Leaders From MassMutual, NewEdge Advisors And Arkadios Capital Discuss What Advisors In Motion Are Seeking In The Year Ahead And Beyond

By WSR Newsroom

/ 4 Dec 2024

Jeff Nash, CEO & Co-Founder, Bridgemark Strategies

Latest News from WSR

Sanctuary Integrates With BNY Pershing’s Wove

Advyzon Teams With iCapital To Enhance Alts Capabilities For Advisors

FFP: Support For Pro Bono Planning Among Aspiring Advisors Is Strong

WSR Honors The COO 5: Top Wealth Management COOs Of 2024

Mariner Adds $878 Million In AUM After Buying California, Florida Advisory Firms

Invest In Others Had A ‘Transformative’ 2024, Says CEO

AI In Wealth Management: Navigating Practical Impact And Future Growth

Firm Co-Founded By Former Tesla President Launches Its First ETF

Key Financial Advisor Recruiting Trends For 2025

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