News Featuring LPL, Envestnet, BlackRock, TIFIN AG, Wealth.com, BetaNXT, Zocks, Mercer, Snappy Kraken, GReminders And BridgeFT, Plus Reports From F2 Strategy and The Oasis Group
Acquisitions Including F2 Strategy, Merit, Modern Wealth And CW. Minority Stake By Great Hill. M&A Report By DeVoe. Recruiting By Arkadios. Partnerships By Integrated And Summit. Appointments By IFG, Sowell And Docupace.
Plus Our Deals & Recruiting Roundup; Compliance Technology; Holistic Retirement; Constant Innovation; AI-Based Estate Planning; RFG’s, SFA’s And Raymond James’ Recruits; BlackRock’s Bond ETF Prediction; SEIA Hires Matt Matrisian; And Independent Financial Group Hires Kevin Keefe
M&A By Lido. Funding Round By Altruist. ECHELON M&A Report. Minority Investment By Elevation Point. Recruitment By RFG, Raymond James, DayMark, Strategic Blueprint and Kestra. Appointments By SEIA And Sound Income Group. And Merrill Sees An Exit To RBC.
Plus Our Deals & Recruiting Roundup, Tax Strategy, Wealth.com And eMoney’s Partnership, Perigon’s Promotions, EP Wealth’s And Creative’s Acquisitions, Stifel’s Recruiting And Essential Edge’s Partnership With RegEd
Acquisitions By EP Wealth, Creative Planning And Pure Financial. Recruiting By Bleakley, Stifel, RBC And Raymond James. Constellation Stakes Procyon. Schwab Stakes Wealth.com. Perigon, Savvy And InvestCloud Make Appointments.
Plus Our Deals & Recruiting And Investment Roundups, Our Guide To Compliance Conferences, Equipping Advisors For Market Turmoil, Dividends Reducing Risk, Appointments By Docupace And IiO, Modern’s Purchases, Janus’ Partnership With Guardian 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.
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
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.
