Latest News from WSR

Dynasty Taps Industry Veteran Marc Hineman As COO

Firm Also Appoints Andrew Marsh As Head Of Core Services And Tim Oden As Chief Growth Officer

By Jeff Berman

/ 30 Sep 2024

Tim Oden, Chief Growth Officer; Andrew Marsh, Head of Core Services; and Marc Hineman, COO, Dynasty Financial Partners

Deals & Recruiting Roundup: Savvy, Republic, Kingswood, NewEdge And More

M&A By Merchant, Republic, Kingswood, Summit, Focus, Avantax And The AmeriFlex Group. Recruitments By Carson, Commonwealth, NewEdge And Morgan Stanley. Strategic Appointments By Dynasty And Mercer. And GinaRose Galli Of Savvy Wealth Is Our Newest Recruiter Of The Month.

By Chris Latham

/ 30 Sep 2024

GinaRose Galli, Senior Growth Manager, Savvy Wealth

Wealthtech Roundup: FP Alpha, Addepar, Pontera, eMoney And More

Q&A With Andrew Altfest Of FP Alpha – Our Wealthtech Leader Of The Month – And Product News Featuring Envestnet, Addepar, Smarsh, Pontera, Conquest, BetaNXT, Asset-Map, Flourish, eMoney And Morgan Stanley.

By Chris Latham

/ 30 Sep 2024

Marketing Firms White Glove And TouchFuse Rebrand As AcquireUp

With Rebranding, Combined Firms Introduce New Seminar Marketing Offerings

By Michael Madden

/ 26 Sep 2024

A Graceful Exit Begins With A Well-Constructed Plan

Industry Veterans From Sowell, Cambridge And AmeriFlex Explain Timelines And Elements Of Succession Plans, And How Advisors Late To The Timeline Catch Up

By WSR Newsroom

/ 26 Sep 2024

Jeff Nash, CEO & Co-Founder, Bridgemark Strategies

First Eagle Jumps Into Active ETF Arena

The Firm Will Launch Two Active ETFs Later This Year, Supported By The RBB Fund Complex

By Jeff Berman

/ 26 Sep 2024

Mehdi Mahmud, President and CEO, First Eagle Investments

Smarsh To Launch AI-Based Offering For Communications Surveillance

The New Offering Designed To Enhance Review, Escalation And Disposition Of Compliance Alerts Will Be Available Starting In 2025

By Janeesa Hollingshead

/ 26 Sep 2024

The AmeriFlex Group Launches Broker-Free Advisor Transition Network

Platform Aims To Bring Buyers And Sellers Of Advisory Practices Together Directly

By Michael Madden

/ 26 Sep 2024

Thomas Goodson, Founder and CEO, The AmeriFlex Group and the Recruiter of the Month

Summit Takes Minority Stakes In RIAs BFG Wealth, Canon Capital

Summit Adds $470 Million In Client Assets Through The Deals, Summit’s 12th And 13th Strategic Investments In 2024

By Jeff Berman

/ 26 Sep 2024

Stan Gregor, CEO and Chairman, Summit Financial Holdings

The M&A Landscape Expands With The Rise Of The Boutique Shop

Plus Deals & Recruiting, Future Proof, Vendor Lock-In, Advisor Coaching And Consulting, Overlooked Tools, For-Pay Advice, Servant Leadership, Wealth.com’s Google Funding, EP Wealth’s Acquisition, Sanctuary’s Recruit And The IiO Awards

By Larry Roth

/ 25 Sep 2024

The M&A Landscape Expands With The Rise Of The Boutique Shop

Kingswood U.S. Onboards $1 Billion Eudaimonia

Kingswood Acquires Two RIAs Of Nashville-Based Advisory Firm And Enters Strategic Alliance With Its TAMP

By James Miller

/ 25 Sep 2024

Michael Nessim, CEO, President & Managing Partner, Kingswood U.S.

Lesser-Known Wealthtech Features That Advisors Can Leverage

Eaglebrook, CapIntel And GReminders Explain How Advisors Can Benefit From Using Overlooked Features In Their Tech Stacks

By Jeff Berman

/ 24 Sep 2024

Lesser-Known Wealthtech Features That Advisors Can Leverage

Latest News from WSR

Dynasty Taps Industry Veteran Marc Hineman As COO

Marketing Firms White Glove And TouchFuse Rebrand As AcquireUp

A Graceful Exit Begins With A Well-Constructed Plan

First Eagle Jumps Into Active ETF Arena

Smarsh To Launch AI-Based Offering For Communications Surveillance

The AmeriFlex Group Launches Broker-Free Advisor Transition Network

Summit Takes Minority Stakes In RIAs BFG Wealth, Canon Capital

Kingswood U.S. Onboards $1 Billion Eudaimonia

Lesser-Known Wealthtech Features That Advisors Can Leverage

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