Latest News from WSR

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

Small Business Owners Can Be Big Business For Advisors

Plus Our Deals & Recruiting And Investments Roundups; MAI Acquires Halpern; BlackRock Stakes Dynasty; F2 Strategy Reports On CRMs; Opto Partners With EP Wealth; Realta, FusionIQ And Perigon Hire Execs; And Family Office Resource Group Launches

By Larry Roth

/ 16 Oct 2024

Small Business Owners Can Be Big Business For Advisors

Authentic Selling: The Art Of Problem Solving

Five Keys For An Advisor To Be A Go-To Person Rather Than A ‘Salesperson’

By WSR Newsroom

/ 16 Oct 2024

David Goes, President of Enterprise Sales, Advyzon

‘Signal From The Noise’: MMI Conference Dives Into AI And Data Science

Keynote Presentation On AI Followed By Panel Discussion On Practical Uses Of AI And Data Science

By Julius Buchanan

/ 16 Oct 2024

Craig Pfeiffer, President & CEO, Money Management Institute

AlphaTrAI Rebrands As Praxis Solutions

With Rebranding, Firm Repositions Its Technology Offering And Value Proposition

By Janeesa Hollingshead

/ 16 Oct 2024

Carson Group Acquires $1 Billion Sweet Financial Partners

12-Person Team Based In Fairmont, Minnesota, Is Carson’s Second Largest Deal To Date

By Chris Latham

/ 16 Oct 2024

Bryan Sweet, Managing Partner and Wealth Advisor, Sweet Financial Partners; and Burt White, CEO, Carson Group

Investments Roundup: Tradr ETFs, Capital Group, First Eagle, J.P. Morgan And More

Q&A With Matt Markiewicz Of Tradr ETFs – Our Investments Solutions Leader Of The Month – And Product News Featuring Capital Group, Opto, iCapital, Easterly, Commonwealth, TradingBlock, First Eagle, Morningstar, Cerulli, HFR And J.P. Morgan.

By Chris Latham

/ 16 Oct 2024

Matt Markiewicz, Head of Product and Capital Markets, Tradr ETFs

Deals & Recruiting Roundup: Cetera, Dynasty, Oppenheimer, Equitable, Realta And More

M&A By Cetera, Cresset, Allworth, Cerity, MAI, Robertson Stephens And Dynasty. Recruitments By Oppenheimer And Equitable Advisors. Strategic Appointments By Perigon And Realta. FORG Launches To Provide Advisors With Family Office Support.

By Chris Latham

/ 14 Oct 2024

Deals & Recruiting Roundup: Cetera, Dynasty, Oppenheimer, Equitable, Realta And More

Avantax Recruits 10 Advisors With $390 Million In Combined Assets

Firm Describes 2024 Recruiting As ‘Robust’

By Jeff Berman

/ 14 Oct 2024

Andy Watts, President, Avantax Wealth Management

EP Wealth Teams With Opto For More Private Markets Investments

The RIA Will Leverage Opto’s Custom Funds To Address The Needs of Its HNW And UHNW Clients.

By Jeff Berman

/ 11 Oct 2024

Adam Phillips, Managing Director of Investments, EP Wealth Advisors, and Ryan VanGorder, CEO, Opto Investments

FusionIQ Appoints Eric Noll As CEO

Firm Also Completes New Fundraising Round And Appoints New Board Directors

By Janeesa Hollingshead

/ 11 Oct 2024

Perigon Hires New CFO From Pathstone

Firm Also Adds And Fills New Positions: Director Of Operations And Director Of Transitions And Integrations

By James Miller

/ 10 Oct 2024

David Scarpello, CFO; Brian McGunnigle, Director of Operations; and Debra Dunham, Director of Transitions and Integrations, Perigon Wealth Management

Latest News from WSR

Raymond James Picks Up $1.1 Billion Advisor Team From RBC

Authentic Selling: The Art Of Problem Solving

‘Signal From The Noise’: MMI Conference Dives Into AI And Data Science

AlphaTrAI Rebrands As Praxis Solutions

Carson Group Acquires $1 Billion Sweet Financial Partners

Avantax Recruits 10 Advisors With $390 Million In Combined Assets

EP Wealth Teams With Opto For More Private Markets Investments

FusionIQ Appoints Eric Noll As CEO

Perigon Hires New CFO From Pathstone

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