Wealthtech Carson Group And Raymond James Launch New AI-Driven Tech For Advisors Carson Group Launches New AI Assistant, While Raymond James Rolls Out Zoom AI Companion Meeting Summaries. By Jeff Berman / 16 May 2025
Newsmakers $8 Billion Hybrid RIA NWF Advisory Rebrands As Artisan Capital Los Angeles-Based NWF Advisory Group Rebrands To Emphasize Service Commitment By James Miller / 15 May 2025
Newsmakers Hightower Stakes $3.8 Billion RIA Lindbrook With Offices In California And New York, Lindbrook Capital Is Hightower’s First Deal Of 2025. By Jeff Berman / 15 May 2025
Words In Edgewise Guide To Industry Conferences: Custodians What You Need To Know About Pershing INSITE And Schwab IMPACT By Janeesa Hollingshead / 14 May 2025
Newsmakers Sanctuary Recruits $2 Billion 1280 Financial Partners From UBS Wirehouse Breakaway Team Establishes Independence Through Minority Stake From Sanctuary’s Strategic Capital Partnership Program By Michael Madden / 13 May 2025
Wealthtech Surge Ventures Launches Advisor AI Platform Combining Compliance, Cybersecurity And Data SurgeONE.ai Is A Modular And Scalable Integrated Platform For Regulated Financial Firms By Jeff Berman / 13 May 2025
Newsmakers Ryan Marcus Discusses Growth Strategy In Binah C-Suite Role Binah’s New Chief Business Development And Engagement Officer Describes His Approach To The Firm’s Broker-Dealers, Organic And Inorganic Growth Plans, And How MarketCounsel Prepared Him For The Role By Julius Buchanan / 12 May 2025
Newsmakers Mercer Surpasses 100 M&A Partner Firms Mercer Advisors Adds RIAs Tufton Capital In Maryland And Lewis Wealth In Colorado. By Jeff Berman / 9 May 2025
Newsmakers Diamond Consultants Names Louis Diamond CEO As Founder Steps Down Jason Diamond Promoted To President. Founder Mindy Diamond To Become Board Chair As Part Of Succession Plan. By Jeff Berman / 8 May 2025
