Plus Our Investments And Deals & Recruiting Roundups, Going Beyond The Fiduciary Minimum, Summer Recruiting, Feathery’s AI Tool, Merit’s Purchase, Eusey Joining CogniCor’s Board, Prudential’s Recruit, And The Latest Dear Ryan Column
Carlyle Invests In Prime Capital; Acquisitions By Merit And Hightower; Recruiting By IFP, Raymond James, Cetera, LPL And Prudential; SEIA Launches And Expands Services; And Appointments By CogniCor And Fiduciary Trust.
Plus Our Wealthtech And Deals & Recruiting Roundups; A Webinar On Connected Data; Corient’s $21 Billion Purchase; Recruiting By Cetera, IFG And Prospera; VestGen And Zocks Expanding Their Relationship; Langlois Joining Haven Tower’s Board; FMG’s Appointments And Amplify’s Partnering With Ned Davis
Acquisitions By Corient, Hightower, AlphaCore, Sequoia, Wealth Enhancement And Allworth; Recruiting By RBC, Raymond James, Cetera, Savvy And Ameriprise; And Appointments By Perigon.
Kelly Park Capital’s Enhanced Onboarding Experience For Alts, Serving Women Investors, Structured Notes In Modern Portfolios, Caprock’s $4 Billion Venturi Acquisition And The 2026 Invest In Others Awards Finalists
Acquisitions By EP Wealth, Clearstead, Hightower, Caprock And Arax; Bartholomew Launches; Recruiting By Aspen; Vanilla Partners With Callan; Lido Appoints CFO; And Research By DeVoe, Berkshire And Cerulli
CAIS And F.L.Putnam Receiving Investments; Acquisitions By Corient, Merit, WealthReach And Wealth Enhancement; Recruiting By Raymond James, UBS And Carson; LPL Launches Tech Framework; And Research By ECHELON And Snappy Kraken.
Acquisition By Arax; Recruiting By Moors & Cabot, Ameriprise, RBC And Cresset; Moneta Partners With Thomson Tyndall; Civic Partners With Altruist; Carson Launches An Equity Program; Appointments By Advisor360° And Fidelis; And Research By Cerulli, AdvizorPro And Berkshire Global.
Plus A New M&A Record, Structured Notes And Asset Allocation, Enterprise Data Platforms, Our Investments And Deals & Recruiting Roundups, Unseen AI Risks, The Rise Of Alts And Tax Optimization, Bridging The ‘Advice Gap,’ Leadership, Sanctuary’s Recruiting, Feathery's Fundraising And Caprock
