newsletter

Deals & Recruiting

Deals & Recruiting Roundup: LPL, WEG, AssetMark, Sound Income Group And More

M&A By LPL, WEG, Mercer, Mariner, Mesirow And GTCR. Recruitments By WFA, Cetera And RBC. Sound Income Group Rebrands Consulting Unit. Catchlight Introduces Lead Routing Model. Bluespring Appoints New President.

By Chris Latham

/ 9 Sep 2024

Deals & Recruiting Roundup: LPL, WEG, AssetMark, Sound Income Group And More

Letters From Larry

Time To Reconnect As Autumn Conference Season Begins

Plus Our Wealthtech And Weekly News Roundups, Cybersecurity, Oasis’ Wealthtech Research, A San Francisco UHNW Acquisition And New Regtech Tools

By Larry Roth

/ 3 Sep 2024

Time To Reconnect As Autumn Conference Season Begins

Wealthtech

Wealthtech Roundup: AlphaTrAI, Nitrogen, Smarsh, Fidelity, Wells Fargo And More

Q&A With Bill Dwyer Of AlphaTrAI – Our Wealthtech Leader Of The Month – And Product News Featuring The Oasis Group, Smarsh, Wealth.com, Snappy Kraken, Nitrogen, FusionIQ, Orion, Fidelity, Elements, PreciseFP And Wells Fargo.

By Chris Latham

/ 2 Sep 2024

Deals & Recruiting

Deals & Recruiting Roundup: Equita, IEQ, Sequoia, Sanctuary, WSFS And More

M&A By IEQ Capital, Sequoia And Parkwoods. Recruitments By Sanctuary And RBC. Fintech Expansion By Surge Ventures. Strategic Appointments By Intention.ly, WSFS Bank, Wellspring, Americana Partners And Nepsis. And Bridget Venus Grimes Of Equita Financial Network Is Our Newest Recruiter Of The Month.

By Chris Latham

/ 2 Sep 2024

Bridget Venus Grimes, Co-Founder, Equita Financial Network, President, WealthChoice

Letters From Larry

Smart Compliance Strategy Can Turn Headwinds Into Tailwinds

Plus Charitable Champions, Deals & Recruiting News, Human-Centered Tech, Emotional Aspects Of Retirement, Rise Growth’s First Minority Investment, Wealthtech M&A And RBC’s Cincinnati Expansion

By Larry Roth

/ 28 Aug 2024

Smart Compliance Strategy Can Turn Headwinds Into Tailwinds

Deals & Recruiting

Deals & Recruiting Roundup: Rise Growth, CW Advisors, EP Wealth, Stifel And More

M&A By Rise Growth Partners, CW Advisors And LPL-Affiliated Academy Financial. Recruitments By Raymond James And Stifel. Strategic Appointments By Cetera, EP Wealth And Cerity. Invest In Others Announces Charitable Champions. Wirehouses Report Second Quarter Performance. RBC Adds A Cincinnati Team.

By Chris Latham

/ 27 Aug 2024

Deals & Recruiting Roundup: Rise Growth, CW Advisors, EP Wealth, Stifel And More

Letters From Larry

How Small Firms Can Overcome Size, With Exceptional Advisor Service

Plus Our Investments Roundup, Deals & Recruiting Roundup, Snappy Kraken’s Enterprise Offering, Summit’s Equity Stake, WIA’s New CFO, NewEdge’s Growth Streak, Crux’s Breakaway, Sanctuary’s CAIA Partnership, FusionIQ’s interVal Partnership And Addressing The Top Priorities Of Business Owner Clients.

By Larry Roth

/ 21 Aug 2024

How Small Firms Can Overcome Size, With Exceptional Advisor Service

Investment Solutions & Gatekeepers

Investments Roundup: Bennyhoff, Janus, VanEck, Conway, Barclays And More

Q&A With Don Bennyhoff Of Bennyhoff & Co. – Our Investments Solutions Leader Of The Month – And Product News Featuring LPL, Janus Henderson, Simplify, VanEck, AssetMark, Octane, Conway, Opto, Cerulli, HFR, Goldman Sachs And Barclays.

By Chris Latham

/ 19 Aug 2024

Deals & Recruiting

Deals & Recruiting Roundup: CV Advisors, Ashton Thomas, NewEdge And More

M&A By Summit Financial And Crux Wealth Advisors. Recruitments By Equita Financial Network, Commonwealth, Summit Trail, Ashton Thomas, CV Advisors, NewEdge Wealth, Ameriprise And &Partners. World Investment Advisors Appoints New CFO. Partnerships By Sanctuary With CAIA Association, And Axtella With

By Chris Latham

/ 19 Aug 2024

Deals & Recruiting Roundup: CV Advisors, Ashton Thomas, NewEdge And More

Letters From Larry

Insights And Implications From Our State Of Advisor Technology Survey

Plus My Review Of Cybersecurity And Video Interviews On Regulation And Growth, Our Deals & Recruiting Roundup, UHNW Tax Strategies, Stock Market Predictions, Fidelity Introduces Offerings, Asset Managers Step Up Resources, How To Build Trust, PreciseFP’s Referral Launch, Bennyhoff’s Fractional CIO A

By Larry Roth

/ 13 Aug 2024

Deals & Recruiting

Deals & Recruiting Roundup: Corient, Focus, Journey, Carson, RBC And More

M&A By Corient, Focus, Savvy And Houlihan Lokey. Recruitments By LPL, Cetera, Journey And Carson. Partnerships By Succession Link And Chalice. Strategic Appointments By Nepsis And RBC.

By Chris Latham

/ 13 Aug 2024

Deals & Recruiting Roundup: Corient, Focus, Journey, Carson, RBC And More

Letters From Larry

We Honor Outstanding Professional Services Firms

Plus Deals & Recruiting, Wealthtech News, AI For Advisors, The Impact Of Remote Work On Recruiting, Marcoms Strategies During Elections, Bluespring’s $1.35 Billion Acquisition, Commonwealth’s Recruit And A New Energy ETF

By Larry Roth

/ 6 Aug 2024

We Honor Outstanding Professional Services Firms

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