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Deals & Recruiting

Deals & Recruiting Roundup: WEG, Rockefeller, Avantax, SageView And More

WEG Acquires Piermont Wealth Management. Executive Wealth Group Joins Focus Firm Bordeaux. Recruitments By Rockefeller, LPL, Raymond James And Avantax. LaSalle St. Adds Advyzon To Tech Stack. SageView Appoints CFO And Chief Growth Officer.

By Chris Latham

/ 2 Apr 2024

Deals & Recruiting Roundup: WEG, Rockefeller, Avantax, SageView And More

Letters From Larry

Announcing The Top Women Industry Leaders

Plus My Quarterly M&A Review, AI And Behavioral Finance, The Deals & Recruiting Roundup, Binah Capital Goes Public, Raymond James’ Executive Moves, Proactive Compliance, Early Succession Planning, FusionIQ’s New Strategic Advisor, Caprock’s First Acquisition And Vestmark’s Partnership With Pensionma

By Larry Roth

/ 27 Mar 2024

Announcing The Top Women Industry Leaders

Deals & Recruiting

Deals & Recruiting Roundup: Concurrent, Caprock, Focus, Integrated And More

Caprock Buys Grey Street. Journey, Osaic Recruit Father-Daughter Teams. Integrated Helps Launch WFY Wealth Management. BBVA Launches Miami Office. Flourish Expands Focus Relationship. M&A Shop Hue Partners Launches. Raymond James, The Colony Group Appoint Presidents. And Nate Lenz Of Concurrent Is O

By Chris Latham

/ 26 Mar 2024

Nate Lenz, CEO and Co-Founder of Concurrent Investment Advisors

Letters From Larry

Revolutionary Changes In Marcoms Are Underway

Plus Our Investments Roundup, Deals & Recruiting Roundup, Orion Ascent, Sanctuary And Concurrent Recruit Firms, Householder Makes Acquisitions, Smartleaf Gives Tax Insights And Realta Appoints A CFO

By Larry Roth

/ 20 Mar 2024

Revolutionary Changes In Marcoms Are Underway

Investment Solutions

Investments Roundup: VanEck, Cetera, Morningstar, BlackRock, CAIS And More

Q&A With Matthew Sigel Of VanEck – Our Investments Solutions Leader Of The Month – And Product News Featuring Cetera, Morningstar, BlackRock, CAIS, Envestnet, MMI, Simplify, Eaglebrook, Cerulli And HFR.

By Chris Latham

/ 19 Mar 2024

Matthew Sigel, Head of Digital Assets Research, VanEck

Deals & Recruiting

Deals & Recruiting Roundup: Bluespring, Merit, Carson, Diversify And More

M&A By Bluespring, Merit And Carson. Recruitments By Osaic, LPL, Sanctuary And Ashton Thomas. Diversify Expands Its Asset Management Program. Realta Appoints CFO. And Oppenheimer Continues Growing Its Public Finance Team.

By Chris Latham

/ 19 Mar 2024

Deals & Recruiting Roundup: Bluespring, Merit, Carson, Diversify And More

Letters From Larry

An Unexpected Source Of Retirement Risk

Plus Compliance As A Strategic Partner, Weekly Deals & Recruiting, Digital Wealth Tech, Modern’s Acquisition, Marshall’s Rebrand, RFG’s Hires, Osaic’s New Recruit And MMI’s NextGen Program

By Larry Roth

/ 14 Mar 2024

Deals & Recruiting

Deals & Recruiting Roundup: Robertson Stephens, Modern Wealth, Equitable And More

Acquisitions By Mercer, MAI, Beacon Pointe, Perigon, Robertson Stephens, Modern Wealth And Householder Group. Advisor Recruitments By Compound Planning, Osaic, Equitable And Savvy. RFG Makes 3 Executive Appointments.

By Chris Latham

/ 12 Mar 2024

Deals & Recruiting Roundup: Robertson Stephens, Modern Wealth, Equitable And More

Letters From Larry

Thriving In An Environment Of Inorganic Growth

Data And Tech Stacks, Forming Ensembles, Wealthtech News, Deals & Recruiting, Great Books, Nesvold’s New Role, Diversify’s Hire And Vestmark’s Partnership With Invesco

By Larry Roth

/ 5 Mar 2024

Thriving In An Environment Of Inorganic Growth

Wealthtech

Wealthtech Roundup: Kwanti, F2, Vestmark, PreciseFP, AdvicePay And More

Christophe Gauthron Of Kwanti Is Our Newest Wealthtech Leader Of The Month. F2 Strategy Acquires SKY Marketing Consultants. Vestmark Partners With Invesco To Reach More RIAs. PreciseFP Integrates With Income Lab On Retirement Plan Creation. AdvicePay Integrates With eMoney Advisor. And Much More!

By Chris Latham

/ 5 Mar 2024

Wealthtech Leader of the Month Christophe Gauthron, Founder and CEO, Kwanti

Deals & Recruiting

Deals & Recruiting Roundup: Focus, Cetera, Emigrant, Integrated Partners And More

Focus To Merge GW & Wade With The Colony Group. DeVoe On Looming Succession Crisis. Integrated Partners Brings On CoFi Advisors. Cetera’s ‘Growth Guarantee.’ Diamond Consultants’ Advisor Transition Report. LPL Partners With Wintrust. Emigrant Appoints Liz Nesvold As Chair. Diversify And Verdence App

By Chris Latham

/ 5 Mar 2024

Deals & Recruiting Roundup: Focus, Cetera, Emigrant, Integrated Partners And More

Letters From Larry

Recognizing Top Black Industry Leaders In Honor Of Black History Month

We Honor Exceptional Leaders And A Trailblazing Organization, Plus The Evolution Of Marcoms, Our Latest News Roundup, Smarsh’s Mobile Compliance Move And Stratos’ $700 Million Recruit

By Larry Roth

/ 28 Feb 2024

Winners of the WSR Pathfinders Awards | Top Black Industry Leaders 2024

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