Latest News from WSR

Corient Parent CI Financial To Be Taken Private In CA$4.7 Billion Deal

The Purchase By An Affiliate Of Abu Dhabi’s State-Owned Investment Fund Is Expected To Close in Q2 2025.

By Jeff Berman

/ 27 Nov 2024

Building A Wealthtech Firm From The Ground Up

Executives From GeoWealth, Surge Ventures And Docupace Explain How Their Firms Started, Grew And Adapted To Meet Changing Market Conditions

By Larry Roth

/ 26 Nov 2024

Larry Roth is CEO of Wealth Solutions Report and Managing Partner of RLR Strategic Partners.

Deals & Recruiting Roundup: Apollon, Steward, Prudential, Merchant And More

M&A By Steward, Savant, Allworth, Carson And Summit. Recruitments By Fifth Third And &Partners. Strategic Partnerships By Prudential And LPL, Cetera And Eglin Federal Credit Union. Leadership Appointments By Merchant, Beacon Pointe And Elevation Point. And Ryan Shanks Of Apollon Is Our Newest Recrui

By Chris Latham

/ 26 Nov 2024

Ryan Shanks, Chief Growth Officer, Apollon Wealth Management

Wealthtech Roundup: Axos, Black Diamond, Flourish, TradePMR And More

Q&A With David Crow Of Axos – Our Wealthtech Leader Of The Month – And Product News Featuring TradePMR, Wealth.com, Luma, Osaic, Black Diamond, Flourish, Communify Fincentric, PureFacts And Advyzon Investment Management.

By Chris Latham

/ 25 Nov 2024

David Crow, EVP and Head of Axos Clearing

Cerulli: Acquisition And Consolidation Reshaping OCIO Industry

Large OCIO Providers Are Consolidating While RIAs Are Acquiring OCIO Providers

By Jeff Berman

/ 22 Nov 2024

Chris Swansey, Associate Director, Cerulli

Regtech Surge: Cybersecurity Challenges And Opportunities

Yenamandra Hosts Cybersecurity Panel With Execs From United Planners, MGL Consulting And Kitecyber – Part 2

By Janeesa Hollingshead

/ 21 Nov 2024

Sid Yenamandra, Founder & CEO, SurgeONE.ai

First Carson Wealth Office Opens In Minnesota As MAG Wealth Expands And Rebrands

MAG Wealth Buys Ovation Wealth, Rebrands To Carson Wealth As Carson Group Takes A 30% Equity Stake.

By Jeff Berman

/ 21 Nov 2024

Jeremy Willner, Founder and CEO, and Hayden Willner, Partner and Wealth Advisor, MAG Wealth Management

Sowell Management Picks Up Practices With $220 Million In Assets

Arkansas Firm Transitions Advisors From Raymond James, Osaic And Edward Jones

By WSR Newsroom

/ 21 Nov 2024

Bill Sowell, CEO & Founder, Sowell Management

Robinhood To Buy TradePMR For About $300 Million

TradePMR Will Add More Than $40 Billion In Assets To Robinhood.

By Jeff Berman

/ 20 Nov 2024

Giving Thanks For Thought Leaders, And How You Can Become One

Plus Our Deals & Recruiting Roundup, Cerulli’s RIA Consolidator Report, Fifth Third’s $2 Billion Recruit, Mercer’s Colorado And Minnesota Acquisitions, And Communify Fincentric’s New COO

By Larry Roth

/ 19 Nov 2024

Giving Thanks For Thought Leaders, And How You Can Become One

Models & Taxes: The Path To Higher Firm Valuations

Investment Models And Tax-Smart Tech Can Boost A Firm’s Valuation And Make It More Attractive To Potential Buyers

By WSR Newsroom

/ 19 Nov 2024

Michael Camp, Head of Client Solutions, 55ip

BetaNXT’s CEO On Most Impactful Tech And 2025 Trends

Bob Santella Discusses Technologies Impacting The Industry, Wealthtech In 2025, His Vision For The Firm And More

By Jeff Berman

/ 19 Nov 2024

Latest News from WSR

Corient Parent CI Financial To Be Taken Private In CA$4.7 Billion Deal

Building A Wealthtech Firm From The Ground Up

Cerulli: Acquisition And Consolidation Reshaping OCIO Industry

Regtech Surge: Cybersecurity Challenges And Opportunities

First Carson Wealth Office Opens In Minnesota As MAG Wealth Expands And Rebrands

Sowell Management Picks Up Practices With $220 Million In Assets

Robinhood To Buy TradePMR For About $300 Million

Models & Taxes: The Path To Higher Firm Valuations

BetaNXT’s CEO On Most Impactful Tech And 2025 Trends

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