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Wealthtech

Wealthtech Roundup: SMArtX, CAIS, AssetMark, Surge Ventures And More

Aaron Wormus Of SMArtX Is Our Newest Wealthtech Leader Of The Month. Partnerships By CAPTRUST With CAIS, StratiFi With Altruist, Elements With XY Planning Network. GTCR Buys AssetMark. Surge Ventures Buys Kovair. iCapital Buys Mirador. Strategic Appointments At COMPLY, F2 Strategy, Smarsh, TIFIN. FI

By Chris Latham

/ 6 May 2024

Aaron Wormus, Chief Technology Officer, SMArtX Advisory Solutions

Letters From Larry

Honoring Top Industry CFOs And CIOs

Plus Deals & Recruiting, Practifi On Communicating Value, Gladstone On Multiples, Rise Growth On ‘Four Pillars,’ Cresset’s Recruits, StreetCred’s New SVP, Essential Edge’s Board Appointment, FIDX’s Insurance Desk, AssetMark’s Sale And More

By Larry Roth

/ 1 May 2024

Deals & Recruiting

Deals & Recruiting Roundup: Fidelity, J.P. Morgan, Homrich Berg And More

Fidelity And ECHELON Partners Release M&A Reports. WEG Acquires Lynch Retirement Investment Group. Cresset, Citizens And Merrill Recruit From J.P. Morgan. LPL Gains 4 Advisors With $1.4 Billion. Strategic Appointments By Essential Edge, Concurrent, Carson Group, Homrich Berg And Cetera.

By Chris Latham

/ 30 Apr 2024

Deals & Recruiting Roundup: Fidelity, J.P. Morgan, Homrich Berg And More

Letters From Larry

The Full Picture For Wirehouse Advisors Today

Plus Breakaway Recruiting; News And Investments Roundups; TIFIN, Smarsh And F2 Strategy’s Appointments; Private Advisor Group On Liquidity; Audent On Student Housing; MMI’s DEI Awards; Householder’s Succession Program; And Verdence’s RIA Solutions

By Larry Roth

/ 24 Apr 2024

The Full Picture For Wirehouse Advisors Today

Investment Solutions

Investments Roundup: Cerulli, Fidelity, Summit, Merrill And More

Q&A With Daniil Shapiro Of Cerulli – Our Investments Solutions Leader Of The Month – And Product News Featuring Fidelity, Merrill, BlackRock, Morningstar, HFR, Summit, Simplify, Arch And Kingswood.

By Chris Latham

/ 23 Apr 2024

Daniil Shapiro, Director, Product Development, Cerulli Associates

Deals & Recruiting

Deals & Recruiting Roundup: Cetera, Miracle Mile, Verdence, Arax And More

M&A By Apella, Arax, Cetera And Steward Partners. Raymond James Recruits From Wirehouses. Verdence Rebrands OCIO. Householder Group Expands Membership Program. Miracle Mile And Citizens Appoint Executives. Bank Of America, Morgan Stanley, Wells Fargo And J.P. Morgan Announce 1Q Wealth Management Res

By Chris Latham

/ 23 Apr 2024

Paul Casey, Head of Wealth Management, Citizens Financial Group; Tom Taylor, Chief Sales and Growth Officer, Cetera; Haig Ariyan, CEO, Arax

Letters From Larry

It’s Time To Talk With Your Clients About Cash

Plus BetaNXT Advises On The AI Long Game, Our Deals & Recruiting Roundup, Cerity’s OCIO-Focused Merger, AlphaTrAI’s New President, Surge Ventures Acquires Kovair, Stratos Private Wealth Expands, Choreo’s CIO And More

By Larry Roth

/ 16 Apr 2024

It’s Time To Talk With Your Clients About Cash

Deals & Recruiting

Deals & Recruiting Roundup: OneDigital, Dynasty, Carson, Waverly And More

M&A By Cerity, Focus And Waverly. Recruitments By Diversity, Dynasty And UBS. Stratos Rebrands 2 Firms. Intention.ly Adds Sales Development Representative Service. Ron Carson Names Burt White As New Carson Group CEO. Choreo Appoints Matthew Gotlin As CIO. And Mike Sullivan Of OneDigital Is Our Newes

By Chris Latham

/ 15 Apr 2024

Mike Sullivan, Co-Founder and Chief Growth Officer, OneDigital

Letters From Larry

A Better Client Experience – Driven By Wealthtech

Plus FSI’s Advocacy Initiatives, Our Weekly News Roundup, Our Guide To Regulatory Conferences, Multi-Generational Wealth, Diversity, Headwinds For RIAs, AlTi And iCapital Make Acquisitions, Sanctuary Recruits And Hires,

By Larry Roth

/ 10 Apr 2024

A Better Client Experience – Driven By Wealthtech

Deals & Recruiting

Deals & Recruiting Roundup: Creative Planning, EP Wealth, Sequoia And More

Acquisitions By Creative Planning, EP Wealth, OneDigital And Sequoia. Recruitment By Sanctuary, Stratos And Savvy. Mindset Launches With tru Independence. Choreo, Oppenheimer And Hightower Make Strategic Appointments. Wirehouses Dominate Forbes/SHOOK Advisor Ranking.

By Chris Latham

/ 9 Apr 2024

Deals & Recruiting Roundup: Creative Planning, EP Wealth, Sequoia And More

Letters From Larry

Growth By Acquisition For Any Size Advisory Business

Plus Wealthtech And News Roundups, Wealthtech Trends, YCharts’ Survey, RBC On Falling Interest Rates, Berthel Fisher On Transition Support, And PreciseFP Teams Up With FP Alpha

By Larry Roth

/ 3 Apr 2024

Growth By Acquisition For Any Size Advisory Business

Wealthtech

Wealthtech Roundup: FusionIQ, Dynasty, Opto, Altruist And More

Mark Healy Of FusionIQ Is Our Newest Wealthtech Leader Of The Month. Partnerships By F2 Strategy And Dynasty, Eaglebrook And Franklin Templeton, FP Alpha And PreciseFP, Alai Studios And Shaping Wealth, Vestmark And Pensionmark. Product Enhancements From Opto, Altruist And Orion.

By Chris Latham

/ 2 Apr 2024

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