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Advisor Recruitment Stands Strong Despite Headwinds

Plus An Interview With BetaNXT’s CEO, Our Weekly Recruitment Roundup And Monthly Wealthtech Roundup, NewEdge Hires In Miami And Atria Wins Another Financial Institution

By Larry Roth

/ 12 Jul 2023

Advisor Recruitment Stands Strong Despite Headwinds

Recruitment Roundup: Kestra, Raymond James, Cerity, NewEdge And More

Kestra Recruits Mission Financial Planners, Father & Son Raymond James Employees Launch RIA, Cerity Partners Merges With AJ Wealth, Mercer Acquires Day & Ennis, Atria’s CFS Partners With Capital Credit Union, LPL Recruits Executive Back From SageView And NewEdge Wealth Recruits Executive

By Chris Latham

/ 10 Jul 2023

Recruitment Roundup: Kestra, Raymond James, Cerity, NewEdge And More

Wealthtech Roundup: Wealth.com, Nitrogen, Seeds Investor, Docupace And More

FusionIQ Launches Modular Platform, Crystal Capital Partners With SS&C, Nitrogen Integrates With FMG, Docupace Appoints New CFO, Wealth Management GPT Launches Writing Tool, Halo Appoints New CEO, Seeds Raises Another $2 Million, F2 Strategy Acquires Oakbrook Solutions And Smarsh Appoints New CTO

By Chris Latham

/ 10 Jul 2023

Wealthtech Roundup: Wealth.com, Nitrogen, Seeds Investor, Docupace And More

Recruitment Roundup: LPL, AmeriFlex, Miracle Mile, tru Independence And More

LPL Adds $1 Billion, AmeriFlex Surpasses 100 Advisors, Savant To Acquire Retirement RIA, Private Advisor Group Affiliate Adds Sage Financial Design, Rosemont Invests In Landmark Management, Miracle Mile Appoints Bruce Milam CEO, TMG Appoints Jeff Pierce CEO

By Chris Latham

/ 6 Jul 2023

Recruitment Roundup: LPL, AmeriFlex, Miracle Mile, tru Independence And More

Should Litigation Financing Be In Your Clients’ Portfolios?

Alts Continue Innovation; Weekly Recruitment News; Advising On Healthcare And Medicare; New Executives, Partnerships, Platforms And More

By Larry Roth

/ 5 Jul 2023

Should Litigation Financing Be In Your Clients’ Portfolios?

Honoring Top CMOs And Celebrating Pride Month

A New AI Tool Launches, WSR Recognizes Top Industry Marketing Execs, LGBTQ+ Leaders Share How You Can Serve, Redefining ‘Fiduciary,’ New Recruits, Our Weekly News Roundup, Advisor Group’s New Brand And More

By Larry Roth

/ 28 Jun 2023

Honoring Top CMOs And Celebrating Pride Month

Recruitment Roundup: Osaic, NewEdge, Carson Group, Merit And More

Advisor Group Rebrands As Osaic, Stratos Recruits Chicago-Based Advisor, NewEdge Opens San Francisco Office With Ex-First Republic Advisor, Waverly Acquires Silicon Hills, SageView Acquires RBG, Carson Partners With NWCM And Merit Appoints Andy Kalbaugh To Board Of Directors

By Chris Latham

/ 27 Jun 2023

Recruitment Roundup: Osaic, NewEdge, Carson Group, Merit And More

Recruitment Roundup: Advisor Group, Commonwealth, Hightower And More

Advisor Group (Now “Osaic”), Commonwealth And Rockefeller Recruit Teams, Hightower Acquires Meyer Capital Group, tru Independence Helps Launch Two RIAs And CoastalOne Appoints Kevin Keefe As CEO

By Chris Latham

/ 21 Jun 2023

Recruitment Roundup: Advisor Group, Commonwealth, Hightower And More

Navigating Through Uncertainty For AI, Cash Allocations And Innovation

How AI Will Affect Your Work, Caution With Innovation, Where Advisors Can Place Client Cash, Compliance Risk Of Ignoring Life Settlements, Our Weekly Recruitment Roundup And More

By Larry Roth

/ 21 Jun 2023

Navigating Through Uncertainty For AI, Cash Allocations And Innovation

The Benefits Of A Difficult Conversation On Estate Planning

Plus M&A On Fire, F2’s Private Equity Injection And Acquisition, Andy Kalbaugh’s Inaugural Column And More

By Larry Roth

/ 14 Jun 2023

The Benefits Of A Difficult Conversation On Estate Planning

Recruitment Roundup: Atria, Kestra, Mercer, Creative Planning, Advisor Group, Hightower and Wealthspire

Atria Recruits Credit Union From LPL, Advisor Group Poaches Dynasty Co-Founder, Mercer Gains PE Fuel, Creative Planning Acquires Professional Services Firm, Kestra Recruits Breakaways, Wealthspire To Expand Into Richmond, Hightower Expands In New England

By Janeesa Hollingshead

/ 13 Jun 2023

Recruitment Roundup: Atria, Kestra, Mercer, Creative Planning, Advisor Group, Hightower and Wealthspire

Wealthtech In High Gear: AI And Your Job, Obsolete ETFs And More

Plus Our Monthly Wealthtech News Roundup, Weekly Recruitment Roundup, TAMPs, Annuities, Internships, In-House Model Portfolios And More

By Larry Roth

/ 7 Jun 2023

Wealthtech In High Gear: AI And Your Job, Obsolete ETFs And More

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