Latest News from WSR

Deals & Recruiting Roundup: CAPTRUST, Integrated Partners, Miracle Mile And More

M&A By CAPTRUST, Mercer, Waverly, Allworth And Creative Planning. Recruitments By Integrated Partners, Fifth Third, Avantax And RBC. Miracle Mile Opens Chicago Office. Wealthspire Launches Art InSpired. EP Wealth Appoints Jorge Bernal As COO.

By Chris Latham

/ 18 Nov 2024

Deals & Recruiting Roundup: CAPTRUST, Integrated Partners, Miracle Mile And More

The Essence Of Thought Leadership

Why And How To Become A Thought Leader

By WSR Newsroom

/ 18 Nov 2024

John O’Connell, Founder & CEO, The Oasis Group

Communify Fincentric Appoints Its First COO

Nicole Nakashian Previously Had The Same Role At InvestCloud.

By Jeff Berman

/ 15 Nov 2024

Nicole Nakashian, Chief Operating Officer, Communify Fincentric

Cerulli: RIA Consolidators Now Account For $1.5 Trillion In AUM

Technology Has Become A Key Factor In RIA Consolidators’ Offerings To Potential Advisory Firms They Plan To Acquire.

By Jeff Berman

/ 14 Nov 2024

Stephen Caruso, Associate Director, Cerulli

Mercer Expands In Denver Area And Minneapolis With Two RIA Acquisitions

Mercer Closed On Purchases Of Firms With Almost $1.7 Billion In Combined Assets Late Last Month

By Jeff Berman

/ 13 Nov 2024

Martine Lellis, Principal, M&A Partner Development, Mercer Advisors

Celebrating The Art Of Storytelling In Wealth Management

Plus Our Deals & Recruiting And Investments Roundups, Holiday Marcoms, Record M&A, Axos Partners With Envestnet, And Cyndeo’s And Kestra’s Recruits

By Larry Roth

/ 13 Nov 2024

Celebrating The Art Of Storytelling In Wealth Management

Fifth Third Adds $2 Billion Advisor Team, Office In Charlotte

The Additions Are Part Of Fifth Third’s Expansion Of Its Presence In The North Carolina City.

By Jeff Berman

/ 12 Nov 2024

Eric Housman, President, Fifth Third Wealth Advisors

Investments Roundup: Franklin Templeton, Capital Group, Credent, AXA And More

Q&A With David Mann Of Franklin Templeton – Our Investments Solutions Leader Of The Month – And Product News Featuring Capital Group, TradingBlock, Credent, GeoWealth, CAIA, State Street, AXA, Cerulli, HFR And J.P. Morgan.

By Chris Latham

/ 12 Nov 2024

David Mann, Head of ETF Product & Capital Markets, Franklin Templeton

Deals & Recruiting Roundup: B. Riley, Emigrant, Wilmington Trust, Rockefeller And More

M&A By B. Riley, Aspen Standard, Emigrant, Focus, EP Wealth And WEG. Recruitments By Rockefeller, Bison And Cyndeo. Wilmington Trust Appoints Lisa Roberts As Head Of Wealth Management. Indivisible Partners And THECE Wealth Management To Launch.

By Chris Latham

/ 12 Nov 2024

Deals & Recruiting Roundup: B. Riley, Emigrant, Wilmington Trust, Rockefeller And More

WSR Names 2024 Top Wealth Management Storytellers To IMAGE 10

AcquireUp, Craft & Capital, Ficomm, Future Proof, Gregory FCA, Haven Tower, Impact Communications, JConnelly, StreetCred PR And Technology Tools for Today (T3) Are The 2024 Roster Of The IMAGE 10: Top Wealth Management Storytellers

By Chris Latham

/ 12 Nov 2024

WSR Names 2024 Top Wealth Management Storytellers To IMAGE 10

Kestra Member Adds New Managing Director In Florida

The Sade Group Expands With The Addition Of Advisor Worth Trainor And Rebrands As Riverside Private Wealth Management.

By Jeff Berman

/ 8 Nov 2024

Worth Trainor, Managing Director, Riverside Private Wealth Management

Dynasty Network Member Adds $200 Million Advisor In Florida

Shawn Jiles Joined St. Petersburg-Based Cyndeo Wealth Partners From Bison Wealth

By Jeff Berman

/ 7 Nov 2024

Shawn Jiles, Advisor and Director, Cyndeo Wealth Partners

Latest News from WSR

The Essence Of Thought Leadership

Communify Fincentric Appoints Its First COO

Cerulli: RIA Consolidators Now Account For $1.5 Trillion In AUM

Mercer Expands In Denver Area And Minneapolis With Two RIA Acquisitions

Fifth Third Adds $2 Billion Advisor Team, Office In Charlotte

Kestra Member Adds New Managing Director In Florida

Dynasty Network Member Adds $200 Million Advisor In Florida

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