Newsmakers Avantax Recruits 10 Advisors With $390 Million In Combined Assets Firm Describes 2024 Recruiting As ‘Robust’ By Jeff Berman / 14 Oct 2024
Wealthtech EP Wealth Teams With Opto For More Private Markets Investments The RIA Will Leverage Opto’s Custom Funds To Address The Needs of Its HNW And UHNW Clients. By Jeff Berman / 11 Oct 2024
Wealthtech FusionIQ Appoints Eric Noll As CEO Firm Also Completes New Fundraising Round And Appoints New Board Directors By Janeesa Hollingshead / 11 Oct 2024
Newsmakers Perigon Hires New CFO From Pathstone Firm Also Adds And Fills New Positions: Director Of Operations And Director Of Transitions And Integrations By James Miller / 10 Oct 2024
Wealthtech Advisors Remain Dissatisfied With CRMs, F2 Strategy Report Says Wealth Management Firms Still Struggle To Find The Right Way To Make CRMs Work For Them. By Jeff Berman / 10 Oct 2024
Wallet Share Marcoms Roundtable: Strategies For Advisors To Reach Small Business Owners Experts At JConnelly, Graham Media Partners And Vocatus Stress Tailored Strategies, Relationship Building And More By Jeff Berman / 10 Oct 2024
Capital Connections BlackRock And J.P. Morgan Asset Management Stake Dynasty Existing Investor Charles Schwab Also Participated In The Minority Capital Raise By Jeff Berman / 9 Oct 2024
Newsmakers MAI Buys $1.2 Billion RIA Halpern Financial The Acquisition Expands MAI’s Presence Across Florida, Maryland And Virginia. By Jeff Berman / 8 Oct 2024
Newsmakers Realta Appoints Paul Tyler As SVP, Director Of Business Development Former Ameriprise Exec Will Oversee Realta’s Advisor Recruitment By Michael Madden / 8 Oct 2024
On The Rise ‘Significant Gaps Remain’ In Hispanic Advancement Pathfinder Winners Describe Our Industry’s Progress For The Hispanic Community And What We Must Do Next By Janeesa Hollingshead / 8 Oct 2024
