Acquisitions By Creative Planning, Apella, Carson And Maridea; Recruiting By NewEdge, Raymond James, Wedbush And LPL; And Appointments By Choreo, Sanctuary, Lincoln Investment And F.L.Putnam
Plus Our Deals & Recruiting And Investments Roundups, Ensuring The Paycheck Continues For Heirs, Beyond ‘More Leads,’ When Compliance And Culture Clash, Building An Enterprise, Training To Serve Women Clients, Envestnet To Buy Vestmark, Feathery’s And FMG’s Initiatives, BridgePort’s Hire And More
M&A Involving Envestnet, RFG Advisory, Modern Wealth, OnePoint BFG And Hightower; Financing By Savvy; Recruitments By Wealthcare, LPL And NewEdge; And Appointments By Beacon Pointe, BridgePort And Hargrove MSO
Plus Our Deals & Recruiting And Wealthtech Roundups; Our Annual Guide To Asset Management Conferences; AI And Growth; FSI’s Recommendations To Congress; How AI Notetakers Introduce Liability; Recruiting By Prudential, Cetera And Oppenheimer; RIA M&A Trends; Sequoia’s Purchase; And More
Acquisitions By Allworth, Sequoia, Savant, F.L.Putnam And Summit; Aquiline Invests In Flourish; New Mountain Exits Lincoln Investment; Recruiting By NewEdge, Prospera, Cetera And Osaic; And An Appointment By Merit
The Client Due Diligence That Happens Before The First Meeting, Advisor Growth And Ownership, Peer Mergers As A Third Succession Path, Stratos’ $400 Million RPI Acquisition And A Rollover Compliance Reset
Plus Our Deals & Recruiting And WSRIA Roundups, Client Interaction Before Meeting, Paths To Growth And Ownership, Rollover Compliance Resets, A Focus On Culture, Thoughtful Dealmaking, What Advisors Want, Vanguard Buying Altruist, Sagient’s Mentorship Program And LPL’s Recruit
Acquisitions By Corient, Hightower, Wealth Enhancement, Merit, Sequoia, Allworth And MAI; Prime Capital And F.L.Putnam Receive Investments; Recruiting By Carson And Savvy; And Research By ECHELON.
Acquisition By Vanguard; Investments By Constellation, Vistria And FTV; Credit Facility Expansion By Steward Partners; Recruiting By LPL, Raymond James And Cresset; Partnership Between Brookwood And Amplify; Appointment By LPL; And Research By Fidelity.
Acquisitions By MAI, Wealth Enhancement And Stratos; Recruiting By NewEdge, Carson, Ameriprise, Cetera, LPL And Osaic; Appointments By FP Transitions And Kestra; And Research By FINTRX.
