Plus Breakaway Recruiting; News And Investments Roundups; TIFIN, Smarsh And F2 Strategy’s Appointments; Private Advisor Group On Liquidity; Audent On Student Housing; MMI’s DEI Awards; Householder’s Succession Program; And Verdence’s RIA Solutions
Q&A With Daniil Shapiro Of Cerulli – Our Investments Solutions Leader Of The Month – And Product News Featuring Fidelity, Merrill, BlackRock, Morningstar, HFR, Summit, Simplify, Arch And Kingswood.
M&A By Apella, Arax, Cetera And Steward Partners. Raymond James Recruits From Wirehouses. Verdence Rebrands OCIO. Householder Group Expands Membership Program. Miracle Mile And Citizens Appoint Executives. Bank Of America, Morgan Stanley, Wells Fargo And J.P. Morgan Announce 1Q Wealth Management Res
Plus BetaNXT Advises On The AI Long Game, Our Deals & Recruiting Roundup, Cerity’s OCIO-Focused Merger, AlphaTrAI’s New President, Surge Ventures Acquires Kovair, Stratos Private Wealth Expands, Choreo’s CIO And More
M&A By Cerity, Focus And Waverly. Recruitments By Diversity, Dynasty And UBS. Stratos Rebrands 2 Firms. Intention.ly Adds Sales Development Representative Service. Ron Carson Names Burt White As New Carson Group CEO. Choreo Appoints Matthew Gotlin As CIO. And Mike Sullivan Of OneDigital Is Our Newes
Plus FSI’s Advocacy Initiatives, Our Weekly News Roundup, Our Guide To Regulatory Conferences, Multi-Generational Wealth, Diversity, Headwinds For RIAs, AlTi And iCapital Make Acquisitions, Sanctuary Recruits And Hires, And
Acquisitions By Creative Planning, EP Wealth, OneDigital And Sequoia. Recruitment By Sanctuary, Stratos And Savvy. Mindset Launches With tru Independence. Choreo, Oppenheimer And Hightower Make Strategic Appointments. Wirehouses Dominate Forbes/SHOOK Advisor Ranking.
Plus Wealthtech And News Roundups, Wealthtech Trends, YCharts’ Survey, RBC On Falling Interest Rates, Berthel Fisher On Transition Support, And PreciseFP Teams Up With FP Alpha
Mark Healy Of FusionIQ Is Our Newest Wealthtech Leader Of The Month. Partnerships By F2 Strategy And Dynasty, Eaglebrook And Franklin Templeton, FP Alpha And PreciseFP, Alai Studios And Shaping Wealth, Vestmark And Pensionmark. Product Enhancements From Opto, Altruist And Orion.
WEG Acquires Piermont Wealth Management. Executive Wealth Group Joins Focus Firm Bordeaux. Recruitments By Rockefeller, LPL, Raymond James And Avantax. LaSalle St. Adds Advyzon To Tech Stack. SageView Appoints CFO And Chief Growth Officer.
Plus My Quarterly M&A Review, AI And Behavioral Finance, The Deals & Recruiting Roundup, Binah Capital Goes Public, Raymond James’ Executive Moves, Proactive Compliance, Early Succession Planning, FusionIQ’s New Strategic Advisor, Caprock’s First Acquisition And Vestmark’s Partnership With Pensionma