Wealth Solutions Report (Page 146)

The AI Advantage To Bridge Gaps In The Great Wealth Transfer

How AI Can Assist Advisors In Meeting The Needs, Requirements And Habits Of Inheriting Generations

By WSR Newsroom

/ 18 Dec 2023

The AI Advantage To Bridge Gaps In The Great Wealth Transfer

The Tuck-In Option For Advisors And Firms

Head Of Dynasty’s Investment Bank Examines Advisor Tuck-Ins From The Perspectives Of Both Advisors And Acquiring Firms

By Janeesa Hollingshead

/ 18 Dec 2023

Harris Baltch, Managing Director, Co-Head of Investment Banking, Dynasty Financial Partners

Osaic To Acquire $108 Billion Lincoln Wealth

Lincoln Subsidiaries With 1,450 Advisors To Join Osaic In First Half 2024. Lincoln Parent Firm And Osaic Plan To Deepen Strategic Partnership

By Michael Madden

/ 15 Dec 2023

Osaic To Acquire $108 Billion Lincoln Wealth

CapIntel Makes Deals, Upgrades And Awards Finalist Lists In 2023

Fintech Provider CapIntel Forged 11 Key Partnerships, Made Platform Upgrades And Was A Finalist For Multiple Awards Lists In 2023

By Chris Latham

/ 14 Dec 2023

CapIntel Makes Deals, Upgrades And Awards Finalist Lists In 2023

WSR Honors The COO 5: Top Wealth Management COOs

WSR Names Barraza, Coletti, Hoosier, Kallsen And Nuttall To Inaugural Group Of Outstanding Operations Executives

By Janeesa Hollingshead

/ 12 Dec 2023

WSR Honors The COO 5: Top Wealth Management COOs

Invest In Others Grants Support To 17 Nonprofits

Foundation Awards Almost $300,000 In Grants For Nonprofits Supported By Advisors

By Michael Madden

/ 12 Dec 2023

Invest In Others Grants Support To 17 Nonprofits

Why Advisors Shouldn’t Sit On The Sidelines Heading Into 2024

Despite Election Year Emotions, Recession Risk And High Money Market Rates, Selective Bond And Equity Investments Serve Clients Better Than Complacency In Cash

By WSR Newsroom

/ 11 Dec 2023

Why Advisors Shouldn’t Sit On The Sidelines Heading Into 2024

Guiding Her Legacy: Advisors Empower Women As Family Business Trailblazers

How Advisors Help Women In Multigenerational Client Families Reach Their Full Potential

By WSR Newsroom

/ 11 Dec 2023

Guiding Her Legacy: Advisors Empower Women As Family Business Trailblazers

Program Connects NewEdge Advisors’ UHNW Clients To NewEdge Wealth

NewEdge Capital Group Launches Bridge Program, With Revenue Sharing Opportunities Among Professionals At NewEdge Advisors And NewEdge Wealth, To Incentivize Enhanced Service For Qualified Individuals And Families

By Chris Latham

/ 7 Dec 2023

Program Connects NewEdge Advisors’ UHNW Clients To NewEdge Wealth

Just one quick step