Newsmakers World Names Ed Walters, Formerly Of Lincoln, As President The Firm Also Announced CEO Troy Hammond Will Depart At Year End By Janeesa Hollingshead / 7 Oct 2025
Upmarket Cerulli: Independent Broker-Dealers Continue To Lead Growth In Advisor-Managed Assets The IBD Channel Saw 21.5% Year-Over-Year Growth In Advisor-Managed Assets In 2024, According To Research Firm Cerulli. By Jeff Berman / 6 Oct 2025
Newsmakers Trilogy Financial Services Hires Amy Kane As Head Of Wealth Planning Kane Reports To Chief Strategy Officer Mike Broker In Newly Created Role By Michael Madden / 6 Oct 2025
Upmarket How Giving Can Become A Cornerstone Of Personal Fulfillment And Professional Success The Private Advisor Group Co-Founder And Managing Director Discusses How Surviving Leukemia And Volunteering Helped Him Be A Leader And Inspire Colleagues And Communities. By Jeff Berman / 6 Oct 2025
Investment Solutions Raymond James Launches Its First Active ETFs The ETFs Include Large-Cap Equity, Municipal And Fixed Income Alternative Strategies By Jeff Berman / 3 Oct 2025
Wealthtech Fintech Veteran Launches RIA Focused On Tax Optimization And AI-Driven Advice Ex-PayPal CEO Bill Harris Founds Evergreen Wealth, A Firm Targeted At Affluent And High Net Worth Clients Out To Build Long-Term Wealth. By Jeff Berman / 2 Oct 2025
Wealthtech Using Technology To Win And Retain Clients During The Great Wealth Transfer Whether Easier Onboarding Or More Timely Communications, Advisors Must Integrate Technology With The Human Element By Larry Roth / 30 Sep 2025
Wealthtech The AI Agent Is Only As Smart As Your Workflow AI Agents Amplify The Need For Process Clarity. BPMN Is The Operating Manual That Provides That Clarity For Intelligent Automation. By WSR Newsroom / 30 Sep 2025
Newsmakers AmeriFlex Welcomes $354 Million Team From Osaic The Recruitment Of The Four-Person California Team Follows AmeriFlex’s Recent Affiliation With Cambridge By James Miller / 30 Sep 2025
