Capital Connections Integration Or Indigestion? Making It Work After The Deal Closes Firms Often Acquire First Then Plan How To Integrate, Which Leads To ‘Indigestion.’ My Quarterly Review Of Wealth Management M&A Explores This Trend With Experts From Lone Willow, Great Hill Partners And Coldstream. By Larry Roth / 26 Dec 2024
Wallet Share Marcoms Roundtable: Predictions For 2025 Experts At Intention.ly, JConnelly And Craft & Capital Discuss The Evolution Of Marcoms In 2025 And How Firms Can Adapt By Jeff Berman / 23 Dec 2024
Capital Connections Webinar: M&A Trends Favor Independent Advisors Looking To Monetize WSR’s CEO, Larry Roth, Addresses ‘The Race To Independence’ On Income Conductor’s Trailblazer Series Of Webinars By Julius Buchanan / 23 Dec 2024
Newsmakers CAPTRUST Adds About $2 Billion In Assets By Buying Two Firms CAPTRUST Acquires Campbell Wealth Management In Virginia And TruNorth Wealth Partners In Minnesota. By Jeff Berman / 20 Dec 2024
Newsmakers Commonwealth Recruits Two Long Island Teams From Osaic Full Spectrum Financial Solutions And NXT Phase Financial Services Collectively Managed Over $495 Million In Client Assets. By Jeff Berman / 19 Dec 2024
Newsmakers Corient To Buy $7.9 Billion Maine RIA The Acquisition Of H.M. Payson, Maine’s Largest RIA, Will Expand Corient’s Footprint In The Northeast. By Jeff Berman / 18 Dec 2024
Wallet Share Branding For Independent Advisors In 2025: Key Moves And Common Pitfalls Marketing Leader Explains How To Conduct Effective Branding, Common Mistakes And How Advisors Can Achieve Successful Branding By James Miller / 17 Dec 2024
Words In Edgewise Extending Wealth Management Capabilities Prudential Advisor’s Pat Hynes On Integration With LPL By Janeesa Hollingshead / 17 Dec 2024
