Willow Tree Invests In VestGen; M&A By CohnReznick, Annex And Carson; Recruiting By CAPTRUST, Indivisible And LPL; Perennial’s Launch; Criterion’s Rebrand; FFP’s Training Launch; Rothschild’s New RIA; And An Appointment By Choreo
Plus Our Deals & Recruiting And Wealthtech Roundups, Preparing For M&A, Managing Life Alongside Work, Supporting The ‘Middle’ Advisors, Ascentix’s Partnership With PureFacts, LPL’s And Ascentis’ Recruits, AlphaCore’s Acquisition, Wealthspire’s Sports Launch And Diamond’s Research
M&A By Cerity Partners, Trilogy, Merit, Aspen And Constellation; Recruiting By LPL And Ascentis; Ascentix Partners With PureFacts; SagePoint Launches; Wealthspire Adds Sports; Mercer Refinances; And Arax Promotes A COO
Building An Enduring Advisory Enterprise, Oppenheimer’s Athlete Wealth Hire, Dynasty On RIA Capital Choices, Envestnet’s Vestmark Deal And Berkshire On Wealth Management M&A
Plus Our Deals & Recruiting And WSRIA Roundups, Surviving The Deal, Our Latest Podcasts, A Human Focus For Advisors, Family Office Research, Diversification, Direct Indexing For Digital Assets, Trilogy’s Launch And More
Acquisitions By Sequoia, Allworth, F.L.Putnam, Creative Planning, Apella, CAPTRUST And Corient; Investment By Vistria In Curi Capital; Recruiting By Cresset And NewEdge; And Leadership Changes At Hightower And Merit
M&A By Wealth Enhancement, Concurrent, Waverly, Hightower, Procyon And NorthRock; Recruiting By Raymond James, HB Wealth, Uniting, Kestra And Cetera; And An Appointment By Concorde
Plus Our Deals & Recruiting Roundup, Women Advisors Going Independent, A Story Of Endurance, M&A Slumps, Preparing For UHNW Clients, ERISA, Invest In Others’ Awards, The OSJ Structure, Composition’s Hires, Savvy’s Custodial Launch And More
M&A By Cerity Partners, Verdence, CAPTRUST, Corient And F2 Strategy; Recruitment By LPL And RBC; And Appointments By Hightower, EP Wealth, Mercer, Merit And Composition Wealth
Plus Our Deals & Recruiting Roundup, WSR Podcasts, Private Credit, Advisor Productivity, Claude For Financial Advisors, Apex Partners With FusionIQ, Sanctuary’s Hires, Apella’s Acquisitions And More
