newsletter

Deals & Recruiting

Deals & Recruiting Roundup: CAPTRUST, CWC, Merit, NewEdge, LPL And More

M&A By CAPTRUST, Corient, CWC, Cerity, Summit, Merit, Beacon Pointe And Apella. Recruitments By LPL, Commonwealth And NewEdge. Strategic Hire By Concurrent.

By Chris Latham

/ 23 Dec 2024

M&A By CAPTRUST, Corient, CWC, Cerity, Summit, Merit, Beacon Pointe And Apella. Recruitments By LPL, Commonwealth And NewEdge. Strategic Hire By Concurrent.

Letters From Larry

Investment Solutions Executives Take Center Stage

Plus Our Deals & Recruiting And Investments Roundups, Marketing And Regtech Trends For 2025, Pro Bono For The Next Gen, Sanctuary’s Integration With BNY Pershing, Advyzon’s Partnership With iCapital, Perigon’s Latest Recruit, Homrich Berg’s $6.4 Billion Acquisition And Summit’s Minority Stake

By Larry Roth

/ 17 Dec 2024

Investment Solutions Executives Take Center Stage

Investment Solutions & Gatekeepers

Investments Roundup: Nuveen, Simplify, HFR, Cerulli And More

Q&A With Michael Arone Of State Street Global Advisors – Our Investments Solutions Leader Of The Month – And Product News Featuring JP Morgan, Simplify, VistaShares, Morgan Stanley, Nuveen, Janus, Morningstar, Schwab, Cerulli And HFR.

By WSR Newsroom

/ 17 Dec 2024

Michael Arone, Managing Director, Chief Investment Strategist, State Street Global Advisors

Letters From Larry

We Honor Leading Wealth Management COOs

Plus Our Deals & Recruiting Roundup, Charitable Giving And Tax, 2025 Advisor Recruiting, The Fee-Based Model’s Dominance, AI And Wealthtech, Adapting To Consolidation, IiO’s And EdgeCo’s Milestones, An AI ETF And Mariner’s Acquisitions

By Larry Roth

/ 11 Dec 2024

Deals & Recruiting

Deals & Recruiting Roundup: Modern, SEIA, EdgeCo, Rockefeller, Dynasty And More

M&A By Modern, VestGen, Mariner, Allworth, SEIA, SageView And Miracle Mile. Recruitments By Concurrent, Kestra PWS And Rockefeller. Dynasty Partners With Nasdaq Private Market. EdgeCo Surpasses $600 Billion In Assets Serviced.

By Chris Latham

/ 10 Dec 2024

Deals & Recruiting Roundup: Modern, SEIA, EdgeCo, Rockefeller, Dynasty And More

Letters From Larry

We Honor Leading Distribution Strategists In Wealth Management

Plus Our Deals & Recruiting Roundup, My Quarterly Wealthtech Review, CI Financial Going Private, The Standardization Of Tech Stacks, Avantax’s Recruit, Perigon’s Hires And F2’s New CEO

By Larry Roth

/ 3 Dec 2024

We Honor Leading Distribution Strategists In Wealth Management

Deals & Recruiting

Deals & Recruiting Roundup: CI Financial, Cresset, Equitable, Perigon, PNC And More

M&A By CI Financial, Cresset, Modera And Mercer. Recruitments By Equitable, Avantax, Bank Of America And UBS. The Establishment Of The Langston Wealth Management Center. Strategic Appointments By Perigon And PNC.

By Chris Latham

/ 3 Dec 2024

Deals & Recruiting Roundup: CI Financial, Cresset, Equitable, Perigon, PNC And More

Letters From Larry

Cybersecurity Remains A Key Topic For Wealth Management

Plus Our Wealthtech And Deals & Recruiting Roundups, Robinhood Buys TradePMR, 55ip On Boosting Valuations, Carson Wealth’s Minnesota Expansion, Cerulli’s OCIO Predictions, Sowell’s New Execs And An Interview With BetaNXT’s CEO

By Larry Roth

/ 27 Nov 2024

Cybersecurity Remains A Key Topic For Wealth Management

Deals & Recruiting

Deals & Recruiting Roundup: Apollon, Steward, Prudential, Merchant And More

M&A By Steward, Savant, Allworth, Carson And Summit. Recruitments By Fifth Third And &Partners. Strategic Partnerships By Prudential And LPL, Cetera And Eglin Federal Credit Union. Leadership Appointments By Merchant, Beacon Pointe And Elevation Point. And Ryan Shanks Of Apollon Is Our Newest Recrui

By Chris Latham

/ 26 Nov 2024

Ryan Shanks, Chief Growth Officer, Apollon Wealth Management

Wealthtech

Wealthtech Roundup: Axos, Black Diamond, Flourish, TradePMR And More

Q&A With David Crow Of Axos – Our Wealthtech Leader Of The Month – And Product News Featuring TradePMR, Wealth.com, Luma, Osaic, Black Diamond, Flourish, Communify Fincentric, PureFacts And Advyzon Investment Management.

By Chris Latham

/ 25 Nov 2024

David Crow, EVP and Head of Axos Clearing

Letters From Larry

Giving Thanks For Thought Leaders, And How You Can Become One

Plus Our Deals & Recruiting Roundup, Cerulli’s RIA Consolidator Report, Fifth Third’s $2 Billion Recruit, Mercer’s Colorado And Minnesota Acquisitions, And Communify Fincentric’s New COO

By Larry Roth

/ 19 Nov 2024

Giving Thanks For Thought Leaders, And How You Can Become One

Deals & Recruiting

Deals & Recruiting Roundup: CAPTRUST, Integrated Partners, Miracle Mile And More

M&A By CAPTRUST, Mercer, Waverly, Allworth And Creative Planning. Recruitments By Integrated Partners, Fifth Third, Avantax And RBC. Miracle Mile Opens Chicago Office. Wealthspire Launches Art InSpired. EP Wealth Appoints Jorge Bernal As COO.

By Chris Latham

/ 18 Nov 2024

Deals & Recruiting Roundup: CAPTRUST, Integrated Partners, Miracle Mile And More

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