Capital Connections Value Levers: Seven Ways RIAs Can Increase Their Appeal Ahead Of A Sale Higher Valuations Are Possible By Adjusting Your Approach To Common Factors Such As Growth, Scalability, Tech, Repeatability And Younger Clients By WSR Newsroom / 16 Oct 2023
Newsmakers Kestra Poaches Georgia Advisor From Edward Jones Kestra PWS Recruits Advisor To Launch Second Office Location For Inspired Wealth Planning, Now Overseeing $350 Million In Assets By Michael Madden / 13 Oct 2023
Wealthtech Surge Ventures Launches RegVerse, Unveils AI-Powered Avery Platform Venture Studio’s Inaugural Platform Aims To Serve As ‘Regulatory Co-Pilot’ For Financial Firms, Automate Processes And Provide 24/7 Personalized Compliance Guidance By Chris Latham / 12 Oct 2023
On The Rise Hispanic FA Of The Year On Education And Community Needs Prudential’s Valadez Promotes Financial Independence, Education And Hispanic Role Models For Students By James Miller / 10 Oct 2023
On The Rise Pathfinder Winner Fava: Diversity And Equity Aren’t Just Buzzwords Hispanic Product Development Executive Of The Year From Envestnet Brings Perspective Of Hispanic Woman From LGBTQ+ Community By Janeesa Hollingshead / 10 Oct 2023
On The Rise Hispanic CEO Of The Year On The ‘Unmatched ROI’ Of Diversity Adviser Investments’ Ramos Shares His Experiences, The Benefits Of Diversity, How To Create Diversity, And Discusses The Firm Under His Leadership By Michael Madden / 10 Oct 2023
On The Rise WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2023 WSR Completes 2023 Pathfinder Awards By Honoring Outstanding Hispanic Professionals And Two Organizations During National Hispanic Heritage Month By Janeesa Hollingshead / 10 Oct 2023
Newsmakers Choreo Poaches Chief Growth Officer From Mercer Veteran C-Suite Executive To Help Firm Implement Geographic And Service Growth Plans By James Miller / 6 Oct 2023
Wealthtech Succession Planning Amid The Great Wealth Transfer From Legacy To Leadership: Establish A System To Transfer Client Knowledge – Not Just Numbers – To Retain Clients And Boost Valuation By WSR Newsroom / 5 Oct 2023
