Plus Our Deals & Recruiting And Wealthtech Roundups; Mitigating Compliance Risks; Relationships As The Basis For Tech; Rebalancing Technology; Compound Planning Hires; Berkshire, Ficomm And Cerulli Reports; And Coldstream And Wealth.com Appointments
Our 2025 Guide To Leading Wealthtech Conferences Covers Orion Ascent, The T3 Technology Conference, WealthStack, Future Proof And Nitrogen’s Fearless Investing Summit
Q&A With Arun Anur Of Orion – Our Wealthtech Leader Of The Month – Plus News Featuring iCapital, Archive Intel, Wealth.com, Wealthtender, Savvy Advisors, CapIntel, AdvicePay And GReminders
Eddie Rollins Of BridgePort Is Our Recruiter Of The Month. M&A With Bogart And Wealth Enhancement. Berkshire’s And ECHELON’s M&A Reports. Focus Financial’s Network Deal. Advisor Recruiting By Carson, Compound Planning, Rockefeller And Ashton Thomas. Promotions And People Moves By Envestnet, Merit, K
