Latest News from WSR

AmericanTCS And NewEdge Growth Pushes Parent EdgeCo Past $600 Billion

Retirement And Services Subsidiaries Both Contribute To New Firm Milestone

By Michael Madden

/ 4 Dec 2024

Unlocking The Power Of 3 Year-End Charitable Giving Strategies

Advisors Can Use Charitable Strategies To Guide Clients On 2024 Taxes

By WSR Newsroom

/ 4 Dec 2024

Unlocking The Power Of 3 Year-End Charitable Giving Strategies

We Honor Leading Distribution Strategists In Wealth Management

Plus Our Deals & Recruiting Roundup, My Quarterly Wealthtech Review, CI Financial Going Private, The Standardization Of Tech Stacks, Avantax’s Recruit, Perigon’s Hires And F2’s New CEO

By Larry Roth

/ 3 Dec 2024

We Honor Leading Distribution Strategists In Wealth Management

Cerulli: Fee-Based Advice Has Become The Top Engagement Model

The Research Firm Projects Increased Reliance On Managed Accounts Within The Wealth Management Sector For The Foreseeable Future.

By Jeff Berman

/ 3 Dec 2024

Scott Smith, Director of Advice Relationships, Cerulli

Adapt Or Fall Behind: RIA And Custodian Evolution In A Consolidating Market

M&A Trends Will Change The RIA Space. Custodians, Aggregators And RIAs Must Rise To The Challenge.

By WSR Newsroom

/ 3 Dec 2024

Deals & Recruiting Roundup: CI Financial, Cresset, Equitable, Perigon, PNC And More

M&A By CI Financial, Cresset, Modera And Mercer. Recruitments By Equitable, Avantax, Bank Of America And UBS. The Establishment Of The Langston Wealth Management Center. Strategic Appointments By Perigon And PNC.

By Chris Latham

/ 3 Dec 2024

Deals & Recruiting Roundup: CI Financial, Cresset, Equitable, Perigon, PNC And More

WSR Names 2024 Top Wealth Management Distribution Strategists (DS 5)

WSR’s Inaugural List Of The DS 5 Recognizes As Honorees Ronice Barlow Of Franklin Templeton, Alaina Giampapa Of Natixis, Cliff Jack Of AuguStar, Karen Lutomski Of Nuveen And Matt Matrisian Of AssetMark

By Chris Latham

/ 3 Dec 2024

WSR Names 2024 Top Wealth Management Distribution Strategists (DS 5)

F2 Strategy Appoints Ex-Orion Exec Its New CEO

Ryan Beach To Succeed F2 Co-Founder Doug Fritz, Who Will Assume Executive Chairman Role.

By Jeff Berman

/ 3 Dec 2024

Ryan Beach, CEO, and Doug Fritz, Co-Founder and Executive Chairman, F2 Strategy

Pros And Cons Of Wealth Management Tech Stacks’ Standardization

Experts From Cross-Search, Hue Partners, Cambridge And F2 Strategy Discuss The Harmonization Of Tech Stacks, How Advisors Are Reacting And What The Future Holds

By Julius Buchanan

/ 2 Dec 2024

Pros And Cons Of Wealth Management Tech Stacks’ Standardization

Cybersecurity Remains A Key Topic For Wealth Management

Plus Our Wealthtech And Deals & Recruiting Roundups, Robinhood Buys TradePMR, 55ip On Boosting Valuations, Carson Wealth’s Minnesota Expansion, Cerulli’s OCIO Predictions, Sowell’s New Execs And An Interview With BetaNXT’s CEO

By Larry Roth

/ 27 Nov 2024

Cybersecurity Remains A Key Topic For Wealth Management

Perigon Hires General Counsel And CCO, Director Of Organic Growth

San Francisco-based Perigon Wealth Management hired Jonathan Robbins as General Counsel and Chief Compliance Officer, and Michael Mignosi in the newly created role of Director of Organic Growth. Before

By James Miller

/ 27 Nov 2024

Jonathan Robbins, General Counsel and Chief Compliance Officer (left) and Michael Mignosi, Director of Organic Growth, Perigon Wealth Management

Avantax Picks Up $143 Million Advisor From Edward Jones

Illinois Advisor Believes CEPA Designation And Avantax’s Tax Focus Will Improve Client Experience

By Jeff Berman

/ 27 Nov 2024

Andrew Erickson, Founder and Financial Advisor, ClearGuide Wealth

Latest News from WSR

AmericanTCS And NewEdge Growth Pushes Parent EdgeCo Past $600 Billion

Unlocking The Power Of 3 Year-End Charitable Giving Strategies

Cerulli: Fee-Based Advice Has Become The Top Engagement Model

Adapt Or Fall Behind: RIA And Custodian Evolution In A Consolidating Market

WSR Names 2024 Top Wealth Management Distribution Strategists (DS 5)

F2 Strategy Appoints Ex-Orion Exec Its New CEO

Pros And Cons Of Wealth Management Tech Stacks’ Standardization

Perigon Hires General Counsel And CCO, Director Of Organic Growth

Avantax Picks Up $143 Million Advisor From Edward Jones

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