Latest News from WSR

Rich Steinmeier Named LPL CEO, Joins Board Of Directors

Steinmeier Had Been Serving As Interim CEO Since Dan Arnold Was Recently Removed As CEO And President.

By Jeff Berman

/ 23 Oct 2024

Smarsh Launches First Annual Services Plan, Aiming For Cost Predictability

Regtech Firm’s New Model Designed To Increase Flexibility For Customer Firms

By Janeesa Hollingshead

/ 23 Oct 2024

Realta Wealth Hires Abbey Eastham From Cetera To Lead Advisor Relations

Abbey Eastham is the latest executive to join to Realta Wealth. The former Cetera executive will take on the newly created role of Head of Advisor Relations, reporting to CEO

By James Miller

/ 23 Oct 2024

Abbey Eastham, Head of Advisor Relations, Realta Wealth

MMI’s Annual Conference: Elections, AI, Private Equity And More

Plus Our Deals & Recruiting Roundup, Problem Solving, Pathstone’s And Carson’s Acquisitions, Avantax’s And Raymond James’ Recruitments, Sycamore’s Integration And AlphaTrAI’s Rebrand As Praxis

By Larry Roth

/ 23 Oct 2024

MMI’s Annual Conference: Elections, AI, Private Equity And More

Lighthouse Wealth Tech Labs Partners With Surge Ventures

Partnership Aims To Foster New Wealthtech Solutions And Drive Growth For Financial Professionals

By Michael Madden

/ 22 Oct 2024

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Deals & Recruiting Roundup: Kestra, Raymond James, Beacon Pointe, XYPN And More

ECHELON Partners Releases Its 3Q24 RIA Report. M&A By Stone Point, Pathstone, Beacon Pointe, Naviter, Carson And AlphaCore. Recruitments By Raymond James, Journey And Avantax. XYPN Adds Corporate RIA Model. World Investment Advisors Adds Raymond James As A Custodian.

By Chris Latham

/ 21 Oct 2024

Deals & Recruiting Roundup: Kestra, Raymond James, Beacon Pointe, XYPN And More

How RIAs Can Compete With Wirehouses For HNW Clients

Closing The Productivity Gap Can Level The Playing Field

By WSR Newsroom

/ 21 Oct 2024

David McNatt, EVP of Investment Solutions, AssetMark

‘No End In Sight’ For Private Equity In Wealth Management

On the second afternoon of the 2024 Money Management Institute (MMI) Annual Conference, Larry Roth, Managing Partner of RLR Strategic Partners and CEO of WSR, joined Aaron Roome, Managing Director,

By Julius Buchanan

/ 17 Oct 2024

Larry Roth, CEO, Wealth Solutions Report

Pathstone To Buy $45 Billion RIA Hall Capital

Once Finalized, The Acquisition Will Boost Pathstone’s Total AUM To Almost $100 Billion.

By Jeff Berman

/ 17 Oct 2024

Matt Fleissig, CEO, Pathstone, and Katie Hall, Co-Founder and Co-Chair, Hall Capital Partners

‘The Most Fascinating, Boring Election Of Our Lifetime’

MMI Conference Features Non-Partisan Political Keynote On Election Impact. MMI President Gives Update On The Organization And Its Priorities.

By Julius Buchanan

/ 17 Oct 2024

Jeff Bush, Principal, The Washington Update

Sycamore Integrates With Quik!

Quik! Integration Will Help Wealth Management Firms And Their Advisors Automatically Populate Client Forms Using Data From The Sycamore Platform

By Janeesa Hollingshead

/ 17 Oct 2024

Raymond James Picks Up $1.1 Billion Advisor Team From RBC

The Four-Advisor Team, The Business Exit Planning Advisors Of Raymond James, Is Based In Las Vegas.

By Jeff Berman

/ 16 Oct 2024

Kerry Withrow and Ben Hamilton, Managing Directors, Wealth Management, The Business Exit Planning Advisors of Raymond James

Latest News from WSR

Rich Steinmeier Named LPL CEO, Joins Board Of Directors

Smarsh Launches First Annual Services Plan, Aiming For Cost Predictability

Realta Wealth Hires Abbey Eastham From Cetera To Lead Advisor Relations

Lighthouse Wealth Tech Labs Partners With Surge Ventures

How RIAs Can Compete With Wirehouses For HNW Clients

‘No End In Sight’ For Private Equity In Wealth Management

Pathstone To Buy $45 Billion RIA Hall Capital

‘The Most Fascinating, Boring Election Of Our Lifetime’

Sycamore Integrates With Quik!

Raymond James Picks Up $1.1 Billion Advisor Team From RBC

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