Acquisitions by Mercer, Wealthspire, United Capital, World, Lido And Dakota. Recruiting By RBC And Raymond James. Bryn Mawr Selects Altruist. Strategic Moves By LPL And VestGen. FMG’s Research.
Plus Our Investments And Deals & Recruiting Roundups; M&A And Organic Growth; Studies On Next Gen, Private Markets And Organic Growth; Sanctuary’s Recruit; Trilogy’s Hire; PreciseFP’s Upgrades; And GeoWealth’s Private Models
Acquisitions By Waverly, Bluespring And AssetMark. New M&A Portal By Alaris. Recruiting By Sanctuary And HB. Wealth.com And Indivisible Partner. LPL Lowers Fees. Appointments By Trilogy, Financial Planning Association, Essential Edge And Modern Wealth.
Acquisitions By Equitable, OnePoint BFG And Great Hill. DeVoe On M&A Recordbreaking. Recruiting By Ameriprise, VestGen, Osaic, Prospera And Cetera. Elevation Point Partnering With OnBord. Capital Connect Partnering With Sowell. Appointment By FSI.
Plus Our Deals & Recruiting Roundup, Dynasty And Diamond’s Partnership, Oasis On Lead Gen Tools, Sowell’s Partnership With Rayliant, The Great Wealth Transfer And Envestnet’s New CTO
Acquisitions By AlphaCore, Rothschild And Creative Planning. Minority Stake By Rise. Recruiting By Raymond James, LPL And Concurrent. Dynasty And Diamond Partner. Sowell And Rayliant Partner. Appointments By DeVoe, Essential Edge And Bluespring.
Plus Our Wealthtech And Deals & Recruiting Roundups, Hightower’s New Channel, NorthRock’s And VestGen’s Acquisitions, Cerulli On Retirement Plans And Prudential’s New Offices
