Latest News from WSR

Practifi: How To Maintain Clean, Actionable CRMs

Head Of Product Strategy Tim Highland Explains How Advisors Can Get The Most Out Of Their CRM Data And Platforms

By Jeff Berman

/ 29 Oct 2024

Tim Highland, Head of Product Strategy, Practifi

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

Emigrant Partners, Genstar Capital, Motive Partners, Parthenon Capital Partners And Reverence Capital Partners Are The Inaugural CAP 5: Top Private Equity And Capital Growth Partners

By Chris Latham

/ 29 Oct 2024

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

Industry Veteran Pete Hess Named PureFacts President

Hess Most Recently Served As Chief Revenue Officer For The Americas At InvestCloud.

By Jeff Berman

/ 29 Oct 2024

Industry Veteran Pete Hess Named PureFacts President

Wealthtech Roundup: Amplify, Surge Ventures, Farther, PensionPro And More

Q&A With Vickie Lewin Of Amplify – Our Wealthtech Leader Of The Month – And Product News Featuring Smarsh, PensionPro, Surge Ventures, CapIntel, Sycamore, Commonwealth, Praxis, Farther, FusionIQ, Facet And F2 Strategy.

By Chris Latham

/ 28 Oct 2024

Vickie Lewin, Chief Growth Officer, Amplify Technology

Deals & Recruiting Roundup: Mercer, Hightower, Realta, Modern Wealth And More

M&A By Hightower, Lido, Waverly, Modern, LMP And Greenwood Gearhart. Rockefeller Recruits From Merrill. Strategic Appointments By Realta And LPL. GoalVest Advisory Launches Venture Growth Fund. Morgan Stanley Releases Investor Survey. And Martine Lellis Of Mercer Advisors Is Our Newest Recruiter Of

By Chris Latham

/ 28 Oct 2024

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

Keys To Serving Female Clients

Women Executives At Dynasty And Its Affiliates Discuss Financial Planning, Misconceptions, Communications Styles And Building Trust With Female Clients.

By Jeff Berman

/ 28 Oct 2024

Regtech Surge: Cybersecurity Challenges And Opportunities

Yenamandra Hosts Cybersecurity Panel With Execs From United Planners, MGL Consulting And Kitecyber – Part 1

By Janeesa Hollingshead

/ 24 Oct 2024

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Modern Wealth Management Buys $1.4 Billion RIA Petso Financial

Acquisition Is The Firm’s Sixth This Year, Allows It To Surpass $6 Billion In AUM.

By Jeff Berman

/ 24 Oct 2024

Jason Gordo, Co-Founder and President, Modern Wealth Management

Sanctuary Conference Emphasizes Boldness

Annual Oasis Conference Welcomes tru Independence Advisors, Introduces Enhancements

By James Miller

/ 23 Oct 2024

Sanctuary Conference Emphasizes Boldness

Play Defense: Simple Advice For Clients To Combat Fraud

Advisors Should Guide Clients To Take Simple Steps To Guard Against Large Losses To Cybercriminals

By WSR Newsroom

/ 23 Oct 2024

Elias Crist, Associate Wealth Advisor, Regent Peak Wealth Advisors

What To Do With Your Restrictive Covenants Now

Firms And Advisors Fight To Stay Ahead Of Legislators, Regulators And Judges On Non-Competition, Non-Solicitation And Similar Contract Provisions

By WSR Newsroom

/ 23 Oct 2024

Brian Hamburger, Founder, President & CEO, MarketCounsel, and Founder & Chief Counsel, HamburgerLaw

Bridge The Knowing-Doing Gap With 6 Personalized Strategies

Motivate Clients To Action That Fulfils Their Goals Through Personal Connection

By WSR Newsroom

/ 23 Oct 2024

Lee Korn, Financial Advisor, Principal, Opal Wealth Advisors

Latest News from WSR

Practifi: How To Maintain Clean, Actionable CRMs

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

Industry Veteran Pete Hess Named PureFacts President

Keys To Serving Female Clients

Regtech Surge: Cybersecurity Challenges And Opportunities

Modern Wealth Management Buys $1.4 Billion RIA Petso Financial

Sanctuary Conference Emphasizes Boldness

Play Defense: Simple Advice For Clients To Combat Fraud

What To Do With Your Restrictive Covenants Now

Bridge The Knowing-Doing Gap With 6 Personalized Strategies

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