Wealth Solutions Report (Page 102)

Fifth Third Adds $2 Billion Advisor Team, Office In Charlotte

The Additions Are Part Of Fifth Third’s Expansion Of Its Presence In The North Carolina City.

By Jeff Berman

/ 12 Nov 2024

Eric Housman, President, Fifth Third Wealth Advisors

WSR Names 2024 Top Wealth Management Storytellers To IMAGE 10

AcquireUp, Craft & Capital, Ficomm, Future Proof, Gregory FCA, Haven Tower, Impact Communications, JConnelly, StreetCred PR And Technology Tools for Today (T3) Are The 2024 Roster Of The IMAGE 10: Top Wealth Management Storytellers

By Chris Latham

/ 12 Nov 2024

WSR Names 2024 Top Wealth Management Storytellers To IMAGE 10

Kestra Member Adds New Managing Director In Florida

The Sade Group Expands With The Addition Of Advisor Worth Trainor And Rebrands As Riverside Private Wealth Management.

By Jeff Berman

/ 8 Nov 2024

Worth Trainor, Managing Director, Riverside Private Wealth Management

Dynasty Network Member Adds $200 Million Advisor In Florida

Shawn Jiles Joined St. Petersburg-Based Cyndeo Wealth Partners From Bison Wealth

By Jeff Berman

/ 7 Nov 2024

Shawn Jiles, Advisor and Director, Cyndeo Wealth Partners

Marcoms Roundtable: Strategies For The Holiday Season

Marcoms Veterans From Water & Wall, Ficomm And Gregory FCA Explain Holiday Season Strategies To Connect With Clients

By Jeff Berman

/ 7 Nov 2024

Marcoms Roundtable: Strategies For The Holiday Season

DeVoe: October RIA M&A Activity Reached All-Time Record High

The Month’s 39 Transactions Topped The Prior Peak Of 33 Transactions In January 2021 And Almost Double The 21 Deals Of October 2023.

By Jeff Berman

/ 6 Nov 2024

David DeVoe, CEO and Founder, DeVoe & Company

Axos Teams With Envestnet To Help RIAs And Hybrid BDs Enhance Client Service

The Firms Are Integrating Envestnet’s Managed Account Solutions Into The Axos Complete Portal.

By Jeff Berman

/ 6 Nov 2024

David Crow, EVP and Head of Axos Clearing

Vestmark Positioned For Further Growth With Buildout Of Capabilities For Financial Advisors

Firm’s Roessner And Balaram Discuss Efforts To Build Out More Functionality And Services For Advisors While Investing Strategically in AI, Leadership Team

By Julius Buchanan

/ 4 Nov 2024

Karl Roessner, CEO, and Ananya Balaram, CRO, Vestmark

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