Plus Our Wealthtech Deals & Recruiting Roundup, Alex David Moves To Equity Services, Coldstream’s Milestone, 10 Actions To Consider And Wealth Enhancement’s Acquisitions
M&A By Wealth Enhancement, EP Wealth, MCF Advisors And Mercer. Constellation Staking DayMark. Recruitment By Osaic, Prospera And AmeriFlex. Leadership Appointments By Osaic, Equity Services And Focus Financial. And SEI’s Founder Steps Down As Director.
Plus Our Wealthtech And Deals & Recruiting Roundups, Reports On M&A And Alts, CAIS’ Fund Launch, Wealth Consulting Group Hire, Procyon’s Acquisition, Prudential’s Recruit And FSI’s White Paper On AI Regulation
Acquisitions By Wealth Enhancement, Procyon, Earned, Creative Planning And MAI Capital. White Paper By WisdomTree And RIA Catalyst. Recruiting By Prudential And Independent Financial Partners. Appointments By LPL, NewEdge, Wealthspire And TIFIN.
Plus Our Investments And Deals & Recruiting Roundups, Goldman Buys An ETF Producer, Mercer’s And Waverly’s Acquisitions, Cresset’s Recruit, Summit’s Minority Stake, Prudential’s Mobile Platform And Cambridge’s Milestone
Acquisitions By Waverly, Creative Planning, Mercer, Wealth Enhancement, Allworth And Sequoia. Stakes By Crestline And Summit. Capital Raise By Wealthfront. Recruiting By Cresset. Appointments By Northern Trust And Wealth Consulting Group.
Plus Our Deals & Recruiting Roundup, Transitioning From Founder-Led Culture, $6.9 Billion Private Markets Shortfall, Merit’s New Hires, VanEck’s Solana ETF, Recruiting By Cresset, Kestra And Prudential, Genesis And Prudential Pass Milestones, And 71 West Launches
Acquisitions By Beacon Pointe, Carson, GTCR And Merit. LPL Stakes Private Advisor Group. Recruiting By Osaic, Cresset, AmeriFlex And Kestra. 71 West Launches. Appointments By Merit And Bogart.
