Wealth Solutions Report (Page 98)

Deals & Recruiting Roundup: MAI Capital, LPL, Hightower, Vanguard And More

Acquisitions By MAI And Homrich Berg, Avitas Merges With Lido, Strategic Investment By Hightower, Focus Establishes Business Hub, Recruiting By LPL And Perigon, Sanctuary Partners With BNY Pershing, Snowden Lane’s Retirement Program And Vanguard’s New Wealth Management Division

By Chris Latham

/ 17 Dec 2024

Deals & Recruiting Roundup: MAI Capital, LPL, Hightower, Vanguard And More

WSR Announces IS 5: Top Investment Solutions Platform Leaders

WSR’s 2024 IS 5 Honors Investment Solutions Executives From Sanctuary, Commonwealth, Cetera, Mariner And NewEdge

By Julius Buchanan

/ 17 Dec 2024

WSR Announces IS 5: Top Investment Solutions Platform Leaders

Summit Takes Minority Stake In Chicago-Area RIA

The Strategic Investment Made In Midway Wealth Partners Is Summit’s 17th For 2024.

By Jeff Berman

/ 13 Dec 2024

Stan Gregor, CEO and Chairman, Summit Financial Holdings

Regtech Surge: What To Expect In Regtech For 2025

Next Year’s Regtech Trends Include Real-Time Monitoring, Blockchain For AML And KYC, A Privacy Focus And AI Regulation

By WSR Newsroom

/ 12 Dec 2024

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Homrich Berg To Add $6.4 Billion In Assets By Buying Maryland RIA

The Acquisition Of WMS Partners, Expected To Close In Early Q1, Will Bring HB’s AUM To $24 Billion

By Jeff Berman

/ 12 Dec 2024

Thomas Carroll, CEO and President, Homrich Berg

Perigon Recruits Boca Raton, Florida, Duo From UBS

Father-Son Harrigan Group Joins Perigon With $170 Million In Assets

By James Miller

/ 12 Dec 2024

Arthur Ambarik, CEO, Perigon Wealth Management

Sanctuary Integrates With BNY Pershing’s Wove

Wove Integration To Provide Holistic View Of Client Assets And Multiple Tools To Sanctuary Platform

By Janeesa Hollingshead

/ 12 Dec 2024

Private Advisor Group’s Marketing Head Explores 2025 Marketing Trends

Kelly Coulter Discusses What She Expects To Be The Biggest Trends When It Comes To Advisors’ Use Of Email, Data And More.

By Jeff Berman

/ 11 Dec 2024

Kelly Coulter, Head of Marketing, Private Advisor Group

Advyzon Teams With iCapital To Enhance Alts Capabilities For Advisors

The Partnership Will Initially Include Data And Fund Integration And A Single Sign-On

By Jeff Berman

/ 11 Dec 2024

Steve Houston, Managing Director and Co-Head of iCapital Solutions, iCapital

FFP: Support For Pro Bono Planning Among Aspiring Advisors Is Strong

Pro Bono Support Among Newcomers To The Field Is ‘Even More Intense’ Than The Widespread Support Among Current CFP Professionals, FFP Says.

By Jeff Berman

/ 11 Dec 2024

FFP: Support For Pro Bono Planning Among Aspiring Advisors Is Strong

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