Newsmakers Mercer Enters Kentucky And Expands In Tennessee With Latest Acquisitions Mercer To Add About $900 Million In Assets With Purchases Of D. Scott Neal And Vishria Bird. By Jeff Berman / 2 Apr 2025
Upmarket High Net Worth Clients Are Demanding The Same Services As Ultra-High HNW Clients Are Seeking Family Office-Style Service As Advice Is Fragmented And Investment Advice Is Commoditized. By Debbie Carlson / 2 Apr 2025
Upmarket Robinhood’s Wealth Management Push Is Redefining Access The Firm’s Recent Moves Present A Threat To Traditional Advisors By WSR Newsroom / 2 Apr 2025
Upmarket WSR Names CFO 5 – Top Wealth Management CFOs WSR Recognizes CFOs From From Binah, Perigon, Docupace, Cerity And Orion In Third Annual CFO 5 By Julius Buchanan / 1 Apr 2025
Newsmakers LPL to Buy Commonwealth for $2.7 Billion LPL’s Purchase Of Its Rival Will Add $285 Billion Of Advisory And Brokerage Assets. By Jeff Berman / 1 Apr 2025
Newsmakers Wealth Enhancement Adds $516 Million Dallas RIA The Purchase Gives Wealth Enhancement Its 11th Texas Location And Boosts Client Assets To Over $107.5 Billion. By Jeff Berman / 31 Mar 2025
Newsmakers Caprock To Transition Its Impact Reporting Platform To BlueMark Platform Designed By Caprock To Create Industry Standard Expected To Reach Broader Market Through BlueMark By James Miller / 30 Mar 2025
Wealthtech Robinhood Rolling Out Wealth Management, Tax And Estate Services Offering ‘Low Fees With A Cap,’ Firm Announces Current And Upcoming Wealth Management Services, Private Banking Platform And AI-Based Trading Tool By Jeff Berman / 28 Mar 2025
Wealthtech Dynasty Selects Goldman Sachs As A Preferred Custodian For Its RIA Network Goldman Sachs Custody Solutions Joins BNY Pershing, Fidelity And Schwab As A Custodial Option For Dynasty Network Members. By Jeff Berman / 27 Mar 2025
