Wealth Solutions Report (Page 93)

FSI OneVoice: 2025 Advocacy Initiatives And Embracing Change

FSI Key Initiatives For 2025 Include Regulatory Modernization, Tax Treatment, Regulation By Enforcement, Standard Of Care, Investor Education And Protection, And Independent Contractor Status. First Keynote Addresses Finding Certainty Amid ‘Flux’

By Julius Buchanan

/ 29 Jan 2025

Tim Stinson, Chair, FSI Board of Directors, President, Cetera Advisor Networks / EPNAC.com

Sycamore Announces New Surveillance Platform

New Platform Is Designed To Allow Broker-Dealers To More Effectively Surveil Advisor Activity

By Michael Madden

/ 29 Jan 2025

Mike Overdorf, President & Founder, Sycamore Financial Solutions

AI Is Making Inroads Into Retirement Plans – But Slowly, Cerulli Says

Some Forms Of AI Are Being Integrated Into Certain Defined Contribution Plans, But Asset Managers Are Avoiding It.

By Jeff Berman

/ 29 Jan 2025

Guide To Industry Conferences: Wealthtech

Our 2025 Guide To Leading Wealthtech Conferences Covers Orion Ascent, The T3 Technology Conference, WealthStack, Future Proof And Nitrogen’s Fearless Investing Summit

By Janeesa Hollingshead

/ 28 Jan 2025

Guide To Industry Conferences: Wealthtech

Maximize Returns, Minimize Taxes: 5 Critical RIA Trends For 2025

Rebalancing Technology Addresses Client Needs In Tax, Wash Sales, Householding Models, Compliance And Estate Planning

By WSR Newsroom

/ 27 Jan 2025

Molly McClure, Head of North America Marketing, intelliflo

Wealth.com Appoints Ex-Nitrogen Marketing VP As Head Of Marketing

Dan Bolton’s Appointment Comes As Wealth.com Readies Launch Of Nationwide Tour To Connect With Wealth Management Firms.

By Jeff Berman

/ 24 Jan 2025

Dan Bolton, Head of Marketing, wealth.com

Cerulli: Women To Receive Much Of Wealth Expected To Change Hands Through 2048

Cerulli Projects Control Of Almost $40 Trillion To Be First Transferred To Women In Baby Boomer And Prior Generations.

By Jeff Berman

/ 23 Jan 2025

Berkshire: M&A Last Year Hit A Record, Another Strong Year In Store For 2025

Berkshire Global Advisors Published Report On Wealth Management M&A Activity

By Michael Madden

/ 23 Jan 2025

Bomy Hagopian, Partner, Berkshire Global Advisors

Compound Planning Added 4 Recent Advisors, Totaling 30 For 2024

The Firm Also Announced New Appointments To Its Leadership Team And Doubled Its AUM Last Year.

By Jeff Berman

/ 23 Jan 2025

Alex Farman-Farmaian, Co-Founder and Managing Director, Compound Planning

Just one quick step