newsletter

Deals & Recruiting

Recruitment Roundup: SageView, Equitable, Sequoia, Fidelity And More

Kestra Recruits $1.6 Billion In Q2, Equitable Recruits 4 Advisors, Sequoia To Acquire Special Needs-Focused Affinia, Fidelity M&A Report Reveals Record-Breaking July, SEIA’s In-House Broker-Dealer Set To Go Live, Kingswood U.S. Expands Investment Banking Leadership

By Chris Latham

/ 22 Aug 2023

Recruitment Roundup: SageView, Equitable, Sequoia, Fidelity And More

Letters From Larry

Wirehouse Breakaways, Outsourcing, Investment Platforms And Custodians

Pondering Reasons For Wirehouse Exits, Outsourcing To Achieve Scale, Accessing Structured Notes, Changing Custodians And Recruiting News

By Larry Roth

/ 16 Aug 2023

Wirehouse Breakaways, Outsourcing, Investment Platforms And Custodians

Deals & Recruiting

Recruitment Roundup: Avantax, Rothschild, Schwab, Cresset And More

Avantax Announces Q2 Earnings, LPL Adds 2 Practices, Rothschild And Sentinus Merge, CI Financial Reveals 3 RIA Acquisitions, CG Advisor Network To Leave Schwab For Axos, Cerity Hires Former KPMG Executive And Cresset Names Head Of Private Credit

By Chris Latham

/ 14 Aug 2023

Recruitment Roundup: Avantax, Rothschild, Schwab, Cresset And More

Letters From Larry

Alts: Democratization, Pitfalls, Custodianship And The Future

Alts Data And Reporting, The 60/40’s Future, Goldman’s Custody Win, Wealthtech News, The Latest In Recruiting, Model Portfolios And Concierge Services

By Larry Roth

/ 9 Aug 2023

Alts: Democratization, Pitfalls, Custodianship And The Future

Deals & Recruiting

Recruitment Roundup: Integrated Partners, Stifel, Hightower, Allworth And More

Integrated Partners Recruits PRISM, NewEdge Exceeds $40 Billion, Prospera Expands Footprint, Stifel Recruits Across 3 States, Hightower Facilitates Sub-Acquisition, Mercer Acquires Private Asset Management, Burney Adds Goldman For Custody, CI Private Wealth Rebrands

By Chris Latham

/ 8 Aug 2023

Recruitment Roundup: Integrated Partners, Stifel, Hightower, Allworth And More

Wealthtech

Wealthtech Roundup: StratiFi, Docupace, SkyView, FusionIQ And More

StratiFi And Entrustody Recruit Executives, SkyView Launches Mobile Banking Tool, Docupace’s PreciseFP Integrates With LPL, Mirador Enhances Compensation Management, LaSalle St. Enhances Advisor Tech Center, Ledgex Launches Document Retrievals, FusionIQ Integrates With Blueleaf

By Chris Latham

/ 8 Aug 2023

Wealthtech Roundup: StratiFi, Docupace, SkyView, FusionIQ And More

Letters From Larry

Honing HR Strategies For Recruitment And Retention

Industry Leaders’ Insights On HR, A Next Gen Task Force, Model Portfolios, Recruitment News, Custodian Moves, Investment Banking In Wealth Management And More

By Larry Roth

/ 2 Aug 2023

Honing HR Strategies For Recruitment And Retention

Deals & Recruiting

Recruitment Roundup: Steward Partners, Osaic, LPL, Kingswood And More

Steward Partners Recruits $450 Million Merrill Lynch Advisors, Osaic Recruits $254 Million Team From Cetera, LPL To Acquire $6.5 Billion Crown Capital, Goldman Strikes Custody Deal With Creative Planning, Kingswood Hires Investment Banking CEO And President, Dynasty Recruits Ex-CNBC

By Chris Latham

/ 1 Aug 2023

Recruitment Roundup: Steward Partners, Osaic, LPL, Kingswood And More

Letters From Larry

A Roundtable With Leading Advisor Recruiters

Plus Weekly Recruitment News, Fixed Indexed Annuities, Estate Planning, Charity Finalists, Regtech, Wealthtech, M&A Conferences And More

By Larry Roth

/ 26 Jul 2023

A Roundtable With Leading Advisor Recruiters

Deals & Recruiting

Recruitment Roundup: Cetera, Ameriprise, Miracle Mile, FPA, Freestone And More

Cetera Recruits Advisor From Voya, Ameriprise Recruits Advisor From PNC, Pathstone To Acquire Veritable, Verdence Acquires Vantage, FPA Partners With CAIA Association, Miracle Mile Appoints First Head Of Wealth Management, SageView Recruits Retirement Plan Consultant

By Chris Latham

/ 25 Jul 2023

Recruitment Roundup: Cetera, Ameriprise, Miracle Mile, FPA, Freestone And More

Letters From Larry

Looking Back To Think Forward

The Top 10 Articles Of The First Half Of 2023, AI, Recruiting, Private Infrastructure, A Client Survey, The Marketing Rule And More

By Larry Roth

/ 18 Jul 2023

Deals & Recruiting

Recruitment Roundup: Oppenheimer, Hightower, CAPTRUST, Perigon And More

Oppenheimer Recruits Merrill Lynch Advisor In Florida, CAPTRUST Acquires Southern Wealth Management, Cerity Partners Merges With Lumina Financial Consultants, Hightower Invests In GMS Surgent, Perigon Appoints Former Wipfli Executive As CIO And Lido Advisors Hires Former Fidelity Executive

By Chris Latham

/ 18 Jul 2023

Recruitment Roundup: Oppenheimer, Hightower, CAPTRUST, Perigon And More

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