Wealthtech Regtech Surge: What To Expect In Regtech For 2025 Next Year’s Regtech Trends Include Real-Time Monitoring, Blockchain For AML And KYC, A Privacy Focus And AI Regulation By WSR Newsroom / 12 Dec 2024
Newsmakers Homrich Berg To Add $6.4 Billion In Assets By Buying Maryland RIA The Acquisition Of WMS Partners, Expected To Close In Early Q1, Will Bring HB’s AUM To $24 Billion By Jeff Berman / 12 Dec 2024
Newsmakers Perigon Recruits Boca Raton, Florida, Duo From UBS Father-Son Harrigan Group Joins Perigon With $170 Million In Assets By James Miller / 12 Dec 2024
Newsmakers Sanctuary Integrates With BNY Pershing’s Wove Wove Integration To Provide Holistic View Of Client Assets And Multiple Tools To Sanctuary Platform By Janeesa Hollingshead / 12 Dec 2024
Letters From Larry We Honor Leading Wealth Management COOs Plus Our Deals & Recruiting Roundup, Charitable Giving And Tax, 2025 Advisor Recruiting, The Fee-Based Model’s Dominance, AI And Wealthtech, Adapting To Consolidation, IiO’s And EdgeCo’s Milestones, An AI ETF And Mariner’s Acquisitions By Larry Roth / 11 Dec 2024
Wallet Share Private Advisor Group’s Marketing Head Explores 2025 Marketing Trends Kelly Coulter Discusses What She Expects To Be The Biggest Trends When It Comes To Advisors’ Use Of Email, Data And More. By Jeff Berman / 11 Dec 2024
Wealthtech Advyzon Teams With iCapital To Enhance Alts Capabilities For Advisors The Partnership Will Initially Include Data And Fund Integration And A Single Sign-On By Jeff Berman / 11 Dec 2024
Newsmakers FFP: Support For Pro Bono Planning Among Aspiring Advisors Is Strong Pro Bono Support Among Newcomers To The Field Is ‘Even More Intense’ Than The Widespread Support Among Current CFP Professionals, FFP Says. By Jeff Berman / 11 Dec 2024
Deals & Recruiting Deals & Recruiting Roundup: Modern, SEIA, EdgeCo, Rockefeller, Dynasty And More M&A By Modern, VestGen, Mariner, Allworth, SEIA, SageView And Miracle Mile. Recruitments By Concurrent, Kestra PWS And Rockefeller. Dynasty Partners With Nasdaq Private Market. EdgeCo Surpasses $600 Billion In Assets Serviced. By Chris Latham / 10 Dec 2024
Upmarket WSR Honors The COO 5: Top Wealth Management COOs Of 2024 WSR Names Kris Chester, Patrick Farrell, Dan Tobin, Tarah Williams And Michael Zebrowski To 2024 Group Of Outstanding Operations Executives By Chris Latham / 10 Dec 2024
Newsmakers Mariner Adds $878 Million In AUM After Buying California, Florida Advisory Firms Firm Acquires Atlas Financial In Sarasota And Newport Advisory In Newport Beach, Expanding Its Footprint In ‘Key Markets’ By Jeff Berman / 6 Dec 2024
Newsmakers Invest In Others Had A ‘Transformative’ 2024, Says CEO The Charitable Foundation Achieved Major Accomplishments And Launched An Ambitious New Strategic Plan. By Jeff Berman / 5 Dec 2024
