Latest News from WSR

Haven Tower Adds Marketing Platform To Provide Outsourced CMO Services

Boutique Wealth Management Communications Firm Expands Offerings With New Platform

By James Miller

/ 25 Jan 2024

Joseph Kuo, Founder & CEO, Haven Tower Group; Katherine Paulson, Partner & Head of Digital Marketing Strategies, Haven Tower Group and Managing Partner, Haven Mark Partners

Snappy Kraken Previews Digital Marketing Strategy Report

Wealthtech Marketing Firm’s Upcoming Report To Highlight Importance Of And Strategies For Email, Video And SEO

By Janeesa Hollingshead

/ 23 Jan 2024

Robert Sofia, CEO, Snappy Kraken; Angel Gonzalez, CMO, Snappy Kraken

Commonwealth's 2024 Market & Economic Outlook

Commonwealth’s SVP, Investment Management and Research, Peter Essele, shares his insights on the 2024 market and economic outlook with our CEO, Larry Roth. Essele sees a “Goldilocks economy” in 2024 and says clients should not fear elections, but instead prepare for “unknown unknowns” through a prop

By Larry Roth

/ 23 Jan 2024

Commonwealth's 2024 Market & Economic Outlook

Marcoms Roundtable: Keys To Marcoms For Wealthtech Firms

Executives From Gregory FCA, Haven Tower Group And Intention.ly Explain Marketing And Communications For Wealthtech Providers

By Janeesa Hollingshead

/ 23 Jan 2024

Marcoms Roundtable: Keys To Marcoms For Wealthtech Firms

Deals & Recruiting Roundup: Constellation, Dynasty, Oppenheimer And More

M&A By Constellation, MAI And RedBird’s Arax. Recruitments By Osaic, Atria’s Cadaret Grant And The AmeriFlex Group. Smarsh Surveys RIAs And Broker-Dealers. Integrated Teams Up With Russ Alan Prince. Procyon Partners Hires Chief Revenue Officer. Oppenheimer Appoints Public Finance Head.

By Chris Latham

/ 22 Jan 2024

Deals & Recruiting Roundup: Constellation, Dynasty, Oppenheimer And More

Bridging Gaps In Insurtech For Independent Financial Advisors

The Insurance Industry Hasn’t Invested Enough In Providing Services For Advisors’ Clients, But The Outlook Is Positive For 2024 And Beyond

By WSR Newsroom

/ 22 Jan 2024

Joslyn Druvenga, Senior Vice President, CBS Brokerage

What Took So Long? Asset Managers And Advisors Finally Find Product Alignment

Leveraging Advanced Computing, Advisors, Asset Managers And Investors Have The Opportunity To Center Themselves On Product Fit

By WSR Newsroom

/ 22 Jan 2024

CogniCor Announces Microsoft Azure OpenAI Integration

Wealthtech Firm Integrates Microsoft AI For Its Wealth Management And Insurance Digital Assistant Solutions

By Janeesa Hollingshead

/ 22 Jan 2024

Guide To Industry Conferences: Wealthtech

Our 2024 Guide To Leading Wealthtech Conferences Covers Orion Ascent, The T3 Technology Conference, WealthStack, Future Proof And The Nitrogen Fearless Investing Summit

By Janeesa Hollingshead

/ 18 Jan 2024

Guide To Industry Conferences: Wealthtech

Flourish Platform Launch Aims At $350 Billion Annuities Market

New Platform Will Provide A Fee-Based Annuities Marketplace, An Outsourced Insurance Desk To Address Licensing Requirements And A Digital Application Process

By Michael Madden

/ 18 Jan 2024

CapIntel And Vivaldi Study Reveals Client Needs And Tech Solutions

Research Explores Role of Technology In Elevating Financial Advisor Capabilities, Enhancing Investor Experiences

By James Miller

/ 18 Jan 2024

CapIntel And Vivaldi Study Reveals Client Needs And Tech Solutions

Contrarian Views On China, Modern Portfolio Theory And More

Plus Deals & Recruiting, Our Investments Roundup, Hightower’s M&A, Marketing Trends, Advisor Recruiting In 2024, And Atria’s FI Partnerships

By Larry Roth

/ 17 Jan 2024

Contrarian Views On China, Modern Portfolio Theory And More

Latest News from WSR

Haven Tower Adds Marketing Platform To Provide Outsourced CMO Services

Commonwealth's 2024 Market & Economic Outlook

Bridging Gaps In Insurtech For Independent Financial Advisors

What Took So Long? Asset Managers And Advisors Finally Find Product Alignment

CogniCor Announces Microsoft Azure OpenAI Integration

Guide To Industry Conferences: Wealthtech

Flourish Platform Launch Aims At $350 Billion Annuities Market

CapIntel And Vivaldi Study Reveals Client Needs And Tech Solutions

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