Wealthtech FP Alpha Launches Enhanced Version Of Its Estate Insights Tech Platform The Firm’s Estate Insights 2.0 Will Help Advisors Offer Deeper, More Actionable Planning, It Says. By Jeff Berman / 3 Jun 2025
Newsmakers Mercer Buys Second RIA In Oklahoma, With $2 Billion In Assets Oklahoma City-Based Full Sail Capital To Immediately Take Mercer Brand By Jeff Berman / 3 Jun 2025
Newsmakers Cetera Appoints Ex-Envestnet Exec Head Of Its RIA Blueprint Platform Andina Anderson Has Also Been Named Cetera’s Managing Director, Digital Solutions By Jeff Berman / 30 May 2025
Newsmakers Beacon Pointe Adds Veteran Retirement Specialist The Addition Of Greg Mykytyn Is Part Of Beacon Pointe’s Expanding Retirement Plan Services In Dallas-Fort Worth By Jeff Berman / 29 May 2025
Newsmakers Mai Park Joins LPL’s Employee Advisor Channel From Merrill Lynch Newport Beach, California-Based Park Had $330 Million In Client Assets At Merrill By Michael Madden / 29 May 2025
Beltway & Beyond FSI Launches FinancialCareers.org To Attract Prospective Advisors The Website Targets Next Gen And Career Changers, Features Career Resources And Job Listings In The Independent Financial Services Sector. By Jeff Berman / 28 May 2025
Capital Connections How M&A Is Reshaping Wealth Management And Client Experience Technology Onboarded From Acquirors Can Enhance Efficiency And Personalization At The Same Time By WSR Newsroom / 28 May 2025
Wealthtech Regtech Surge: Unlocking Growth Through AI And Automation Wealth Management Firms Can Leverage AI For Automation, Decision-Making, Improved Services And Compliance By WSR Newsroom / 28 May 2025
Newsmakers Integrated Partners Recruits $370 Million Boston Advisor Team Corey Wealth Partners Joins Integrated Partners’ Advisor Network, Expanding Integrated’s Footprint In Greater Boston By Jeff Berman / 27 May 2025
Beltway & Beyond Why Quantitative Oversight Is Now A Fiduciary Imperative Quantitative Frameworks Can Build Client Trust And Establish An Audit Trail For Regulators By WSR Newsroom / 27 May 2025
