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Deals & Recruiting

Deals & Recruiting Roundup: Modern Wealth, Ameriprise, Docupace And More

Acquisitions By Modern Wealth, Bain Capital And Prospera. Recruiting By Ameriprise, Osaic And Raymond James. Alaris On Retaining Clients During Transition. Merit Partners With Fidelity. Appointments By Crescent Grove, Soltis, Bluespring and Docupace.

By WSR Newsroom

/ 15 Apr 2025

Jason Gordo, Ellen Cooper and Pradeep Jayaraman

Letters From Larry

March Is Out Like A Lion As Action-Packed Second Quarter Begins

Plus Our Deals & Recruiting Roundup, LPL Buys Commonwealth, Views On Robinhood’s Latest Moves, Talking With Clients About Tariffs, CPA Partnerships, HNW Clients Want More, Wealth Enhancement And Mercer Make Acquisitions, Insights On M&A, Insurance Vehicles For Retirement And State Street Stakes Ethi

By Larry Roth

/ 9 Apr 2025

March Is Out Like A Lion As Action-Packed Second Quarter Begins

Deals & Recruiting

Deals & Recruiting Roundup: Wealth Enhancement, Mercer, LPL And More

Acquisitions By Wealth Enhancement, Mercer, LPL And Cerity. M&A Reports By DeVoe And Advisor Growth Strategies. Recruiting By Kestra, MAI Capital, Equitable And NewEdge. Wealth.com Partners With Cetera. Osaic Appoints General Counsel.

By Julius Buchanan

/ 8 Apr 2025

Deals & Recruiting Roundup: Wealth Enhancement, Mercer, LPL And More

Letters From Larry

We Honor The Industry’s Top Chief Financial Officers

Plus Our Wealthtech And Deals & Recruiting Roundups, AlphaCore’s Acquisition, World’s Model Platform, CAIS’ Alts Model Marketplace, Cambridge’s CTO, Dynasty Adding Goldman Custody, Caprock Transitioning Impact Reporting Platform To BlueMark And Robinhood Moving Into Wealth Management

By Larry Roth

/ 2 Apr 2025

We Honor The Industry’s Top Chief Financial Officers

Deals & Recruiting

Deals & Recruiting Roundup: CW Advisors, Waverly, Bluespring And More

M&A By CWA, Waverly, Bluespring, Wealth Enhancement, AlphaCore And Integrity. Recruiting By Commonwealth, Stratos And LPL. Partnerships By Dynasty And BridgePort. Appointment By Cambridge.

By Julius Buchanan

/ 1 Apr 2025

Deals & Recruiting Roundup: CW Advisors, Waverly, Bluespring And More

Wealthtech

Wealthtech Roundup: Luma, YCharts, TradingBlock, Docupace, PureFacts And More

Q&A With Brady Beals Of Luma – Our Wealthtech Leader Of The Month – Plus News Featuring YCharts, TradingBlock, Docupace, PureFacts, Savvy Wealth, Raymond James, FINNY AI, T3, BetaNXT And Fi-Tek, Flourish And Cerulli.

By WSR Newsroom

/ 1 Apr 2025

Wealthtech Roundup: Luma, YCharts, TradingBlock, Docupace, PureFacts And More

Letters From Larry

We Highlight Women Industry Leaders For Women’s History Month

Plus Our Deals & Recruiting Roundup, Coverage From Future Proof Citywide, Costly Compliance Mistakes, Fee-Based Advice Most Popular, Rural Advisory Business And DIY Investors Seeking Human Advice

By Larry Roth

/ 25 Mar 2025

We Highlight Women Industry Leaders For Women’s History Month

Deals & Recruiting

Deals & Recruiting Roundup: Merit, Summit, Integrated Partners And More

M&A By Merit, Summit, WPCG, HGGC And Pure. Recruitment By Integrated Partners. Strategic Partnership By GCM Grosvenor. AssetMark Launches Succession Program. Promotions And People Moves By Dynasty, Sequoia, Altruist, Orion And Clearstead.

By Julius Buchanan

/ 24 Mar 2025

Deals & Recruiting Roundup: Merit, Summit, Integrated Partners And More

Letters From Larry

Let’s Get Past The Hype To A Real World Grasp Of AI

Plus Our Investments Roundup, Deals & Recruiting Roundup, Organic And Inorganic Growth, FSI’s Initiatives, Carson’s CTO, Alaris’ AI Matchmaker, Docupace’s Acquisition, VestGen’s Advisory Board, Cambridge’s Growth Program, Edward Jones’ Platform Launch And CapIntel’s Survey Results

By Larry Roth

/ 18 Mar 2025

Let’s Get Past The Hype To A Real World Grasp Of AI

Deals & Recruiting

Deals & Recruiting Roundup: Carson Group, Edward Jones, Oppenheimer And More

M&A By Apella Wealth, Americana Partners And LPL. ECHELON Partners’ M&A Report. Alaris’ AI M&A Matchmaker. UHNW Service Launches By Edward Jones, LinePoint And Five Eleven. Mosaic Advanced Planning’s Launch. Oppenheimer’s Promotion. Triad And Carson Make New Hires.

By WSR Newsroom

/ 17 Mar 2025

Deals & Recruiting Roundup: Carson Group, Edward Jones, Oppenheimer And More

Investment Solutions

Investments Roundup: LPL, Genstar, Cerulli, Janus and More

Q&A With Jon Fee Of VettaFi – Our Investments Solutions Leader Of The Month – Plus News Featuring HFR, LPL Financial, Genstar, Cerulli, Janus, Franklin Templeton, CFRA, Goldman Sachs, Fidelity, Morningstar, SMArtX And BondBloxx.

By WSR Newsroom

/ 17 Mar 2025

Letters From Larry

How To Attract Next Gen Advisors And Clients

Plus Our Deals & Recruiting Roundup, Tactical Portfolio Management, Genstar’s Purchase, Oppenheimer’s CEO Appointment, TradingBlock’s Retail Platform, PureFacts’ New Execs And YCharts AI Tool Launch

By Larry Roth

/ 11 Mar 2025

How To Attract Next Gen Advisors And Clients

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