Newsmakers First Carson Wealth Office Opens In Minnesota As MAG Wealth Expands And Rebrands MAG Wealth Buys Ovation Wealth, Rebrands To Carson Wealth As Carson Group Takes A 30% Equity Stake. By Jeff Berman / 21 Nov 2024
Newsmakers Sowell Management Picks Up Practices With $220 Million In Assets Arkansas Firm Transitions Advisors From Raymond James, Osaic And Edward Jones By WSR Newsroom / 21 Nov 2024
Newsmakers Robinhood To Buy TradePMR For About $300 Million TradePMR Will Add More Than $40 Billion In Assets To Robinhood. By Jeff Berman / 20 Nov 2024
Capital Connections Models & Taxes: The Path To Higher Firm Valuations Investment Models And Tax-Smart Tech Can Boost A Firm’s Valuation And Make It More Attractive To Potential Buyers By WSR Newsroom / 19 Nov 2024
Wealthtech BetaNXT’s CEO On Most Impactful Tech And 2025 Trends Bob Santella Discusses Technologies Impacting The Industry, Wealthtech In 2025, His Vision For The Firm And More By Jeff Berman / 19 Nov 2024
Words In Edgewise The Essence Of Thought Leadership Why And How To Become A Thought Leader By WSR Newsroom / 18 Nov 2024
Wealthtech Communify Fincentric Appoints Its First COO Nicole Nakashian Previously Had The Same Role At InvestCloud. By Jeff Berman / 15 Nov 2024
Capital Connections Cerulli: RIA Consolidators Now Account For $1.5 Trillion In AUM Technology Has Become A Key Factor In RIA Consolidators’ Offerings To Potential Advisory Firms They Plan To Acquire. By Jeff Berman / 14 Nov 2024
Newsmakers Mercer Expands In Denver Area And Minneapolis With Two RIA Acquisitions Mercer Closed On Purchases Of Firms With Almost $1.7 Billion In Combined Assets Late Last Month By Jeff Berman / 13 Nov 2024
