Plus Our Deals & Recruiting Roundup, Our Annual Guide To Wealthtech Conferences, Cerulli’s Report On AI In Defined Contribution Plans, Sycamore’s New Surveillance Tool, Dynasty’s Recruits And CEG’s New Hires
Mergers With Logic Capital And AlphaCore; Acquisitions By Sequoia And Arax; Recruiting By Carson Group, LPL, Dynasty And NewEdge; DeVoe’s RIA M&A Report; The Wealth Alliance’s Minority Stake; Osaic Partners With Navy Federal; And EP Wealth Rehires Tax Expert
Dennis Gallant Joins CEG Insights As Managing Principal Of Strategic Solutions, While Kirk J. Hulett Is Named Managing Principal Of Team Solutions At CEG Worldwide.
FSI Key Initiatives For 2025 Include Regulatory Modernization, Tax Treatment, Regulation By Enforcement, Standard Of Care, Investor Education And Protection, And Independent Contractor Status. First Keynote Addresses Finding Certainty Amid ‘Flux’
