newsletter

• Deals & Recruiting

Recruitment Roundup: Cetera, Allworth, Creative Planning And CAPTRUST

Cetera Recruits $250 Million Wooster Square Advisors, Allworth Financial Acquires Two Teams With $577 Million In Combined Assets, Creative Planning Acquires $1 Billion Telarray Advisors And CAPTRUST Acquires $5.8 Billion Monroe Vos

By Chris Latham

/ 14 Mar 2023

• Letters From Larry

Wealthtech In The Spotlight, Plus M&A And Recruiting

Wealthtech Insights, Roundups Of Wealthtech And Recruitment News, An Analysis Of TruClarity’s Sale, Enabling Advisors And M&A And Recruiting Full-Year Reports

By Larry Roth

/ 8 Mar 2023

• Deals & Recruiting

Recruitment Roundup: Hightower, LPL, Stratos, Ritholtz And Focus Financial Partners

Hightower Facilitates California Sub-Acquisition, LPL Recruits Advisor From Merrill Lynch, Stratos Expands Stake In First Wealth, Ritholtz To Acquire Book Of Business From BlackRock’s Robo-Advisor And Focus Prepares For Take-Private PE Buyout

By Chris Latham

/ 7 Mar 2023

• Wealthtech

Wealthtech Roundup: Orion, Pontera, White Glove, Riskalyze And Dynasty

Orion Hosts Ascent Conference, Pontera Partners With Sanctuary On Retirement Assets, White Glove Launches Estate Planning Toolkit, Riskalyze Collaborates With Opto Investments On Private Markets And Dynasty Chooses BridgeFT For Data Aggregation

By Chris Latham

/ 7 Mar 2023

• Letters From Larry

WSR Honors Black History Month With Pathfinder Awards

Top Black Industry Leaders Of 2023, Including Rising Stars, Plus Our Weekly Recruitment Roundup, Best Practices For Recruiting And M&A, And Breakaway Advisor Opportunities

By Larry Roth

/ 2 Mar 2023

• Deals & Recruiting

Recruitment Roundup: LPL, DayMark, Private Wealth, Integrated Partners, Savant And Our New Recruiter Of The Month

LPL Recruits Legacy Financial Group, DayMark Recruits Wells Fargo Team, Private Wealth Recruits $1 Billion Duo, Integrated Partners Acquires $2.25 Billion Laurel Wealth Advisors, Savant Acquires $3.3 Billion Capital Directions And Becca Hajjar Of Commonwealth Is Our New Recruiter Of The Month

By Chris Latham

/ 28 Feb 2023

• Letters From Larry

Recruiting Focus – Strategies, Successes And Latest News

Plus Bizarre Industry News, A Golden Age For Alts, Client Communication, Cybersecurity And The Latest In M&A, People Moves And Strategic Partnerships

By Larry Roth

/ 22 Feb 2023

• Letters From Larry

Industry Conferences – 2023 Is The Year To Reconnect In Person

Sanctuary’s New CEO, Our Inaugural Conference Guide, Latest Weekly Recruiting News, Marketing Advice, Custodian News And Liquidity Events For Professional Practices

By Larry Roth

/ 15 Feb 2023

• Deals & Recruiting

Recruitment Roundup: Atria, Hightower, Wealthcare And SteelPeak Wealth

Atria Recruits Two California-Based Teams From LPL, Hightower Facilitates Merger Between Two Chicago-Area Firms, Wealthcare Surpasses $5 Billion And Emigrant Partners Makes Minority Investment In SteelPeak Wealth

By Chris Latham

/ 15 Feb 2023

• Letters From Larry

RIA M&A – Emotions, Integrations & Resilience

Wealthtech And Recruitment Roundups, M&A Seller Emotions, Turning Aggregators Into Integrators, Why M&A Disaster Is Unlikely, SECURE 2.0 And Custodian Evolution

By Larry Roth

/ 8 Feb 2023

• Deals & Recruiting

Recruitment Roundup: Advisor Group, Cetera, Kestra, LPL, Atria, Choreo And WEG

Advisor Group, Cetera And Kestra Report Full-Year 2022 Asset Gains; LPL, Wealth Enhancement Group And Choreo Complete Acquisitions; And Atria Subsidiary CFS Forms Partnership With Kemba Credit Union

By Chris Latham

/ 7 Feb 2023

• Wealthtech

Wealthtech Roundup: COMPLY, Envestnet, Docupace, Ledgex, Vestmark And F2 Strategy

COMPLY Expands C-Suite, Pontera Integrates With Envestnet, Alkymi And Ledgex Partner On Family Offices, Docupace Hires Former eMoney COO, Vestmark Launches SMAs Based On S&P Dow Jones Indices And F2 Strategy Releases WealthTech Outlook

By Chris Latham

/ 7 Feb 2023