Words In Edgewise How Large Broker-Dealers Are Partnering With OSJs As Broker-Dealers Seek To Retain Advisors, They’re Offering Financial Incentives, And New Investment Money Is Entering The Industry. By Debbie Carlson / 22 Sep 2025
Newsmakers Independent Financial Group Promotes Business Development Leaders Chad Cristo And Kelsey Hasterlik Will Lead Firm’s Growth Efforts In West And Mountain Regions By Janeesa Hollingshead / 18 Sep 2025
Wealthtech Compound Planning Launches AI-Powered ‘Command Center’ For Its Advisor OS The New Activity Monitor Feature Uses AI To Automatically Analyze Each Client Relationship For Advisors. By Jeff Berman / 18 Sep 2025
Investment Solutions Templeton Teams With Institutional Managers For Individual Investments Franklin Templeton, Actis, Copenhagen And DigitalBridge Say They Are Collaborating To Expand Infrastructure Solutions For Private Wealth Clients. By Jeff Berman / 17 Sep 2025
Wealthtech Wealth Management Is In Its Digital Era: Gen Z Advisors Talk Social Media Advisors Describe How Digital Tools Are Transforming Client Engagement By WSR Newsroom / 17 Sep 2025
Upmarket Success And Growth Through Tech-Driven Scalability More Machines Make The Advisor More – Not Less – Relevant By WSR Newsroom / 16 Sep 2025
Newsmakers MAI Capital Buys $570 Million RIA Summit Financial Advisors The Acquisition Comes Less Than Three Weeks After MAI Announced Its Purchase Of L.A.-Based RIA Evoke. By Jeff Berman / 16 Sep 2025
