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Recruitment Roundup: Hightower, Mariner, Choreo, Robertson Stephens And Our New Recruiter Of The Month

Hightower Facilitates An Acquisition, Choreo Agrees to Acquire GreerWalker Wealth, Mariner And Robertson Stephens Separately Acquire Two Firms And Raj Bhattacharyya, CEO Of Robertson Stephens Is Our New Recruiter Of The Month

By Chris Latham

/ 20 Dec 2022

Recruitment Roundup: Hightower, Mariner, Choreo, Robertson Stephens And Our New Recruiter Of The Month

Educating Children And Advisors For A Better Industry

Plus Boosting Valuations For A Sale; Impressions From MarketCounsel Summit; A New Management Consultancy Launches; Our Monthly Roundup Of M&A, People Moves, Partnerships And Recruiting; And Is Crypto The Solution To Liquidity Problems?

By Larry Roth

/ 14 Dec 2022

Educating Children And Advisors For A Better Industry

Announcing Our WSR Wealth Exemplar Awards Winners!

We Announce Winners Across Twelve Categories, Explore Next Gen Issues, Alternative Investments And A Compliance Conference, And Cover Recruiting Moves, Equity Initiatives And New Wealthtech Leadership

By Larry Roth

/ 7 Dec 2022

Announcing Our WSR Wealth Exemplar Awards Winners!

Recruitment Roundup: Prospera, tru Independence And Perigon

Prospera Financial Services Recruits $180 Million Team, tru Independence Adds $250 Million Team And Perigon Wealth Management Acquires $330 Million Team

By Chris Latham

/ 7 Dec 2022

Recruitment Roundup: Prospera, tru Independence And Perigon

Philanthropy’s Benefits To Employees And Clients

Plus Our Weekly Recruitment Roundup, An Exploration Of Options-Based ETFs, The Wealthtech Leader Of The Month, A New Executive Aimed At The Independent Channel And This Month’s Bizarre Industry Stories

By Larry Roth

/ 29 Nov 2022

Philanthropy’s Benefits To Employees And Clients

Wealthtech Roundup: F2 Strategy, FusionIQ, TIFIN, Envestnet And SEI

F2 Strategy Expands Executives In Residence Program, FusionIQ Launches finTAMP, TIFIN Announces Client Personalization Platform, Envestnet Enhances Visibility Into Client Finances And The SEI Wealth Platform Partners With LifeYield

By Chris Latham

/ 29 Nov 2022

Wealthtech Roundup: F2 Strategy, FusionIQ, TIFIN, Envestnet And SEI

Recruitment Roundup: Merrill Lynch, Commonwealth And LPL Financial

Merrill Lynch Swaps Billion-Dollar Businesses, Commonwealth Brings On $750 Million Ryan Financial Group And LPL Supports $4.4 Billion Commerce Financial Advisors

By Chris Latham

/ 29 Nov 2022

Recruitment Roundup: Merrill Lynch, Commonwealth And LPL Financial

Giving Thanks To You, Our Readers And Industry

Plus A Warning For M&A, The Upcoming WSR Wealth Exemplar Awards, Our New Multimedia Section, Managed Futures, Value Investing, New RIA Leaders, Recruiting News And Expert Analysis, And More

By Larry Roth

/ 23 Nov 2022

Giving Thanks To You, Our Readers And Industry

Recruitment Roundup: Kestra, First Republic, Nordwand Capital, WEG And Our New Recruiter Of The Month

Kestra Brings On $500 Million Team, First Republic Recruits From Wells Fargo Advisors, Nordwand Capital Launches $5 Billion Multi-Family Office, Wealth Enhancement Group Adds $1 Billion Team And Daniel Schwamb Of Kestra Is Our New Recruiter Of The Month

By Chris Latham

/ 22 Nov 2022

Recruitment Roundup: Kestra, First Republic, Nordwand Capital, WEG And Our New Recruiter Of The Month

Gearing Up For Recruiting And M&A In 2023

Plus Recruiting News, The Midterm Elections’ Impact On Advisors, Commercial Private Real Estate, Custom Indexing, Tax-Loss Harvesting And Top 3 Issues For Inheriting Tangible Assets

By Larry Roth

/ 16 Nov 2022

Gearing Up For Recruiting And M&A In 2023

Can Anything Stop The M&A Rocket Ship?

Expert Views On Wealth Management M&A, A $1.8 Billion Acquisition, The Client’s Largest Asset Isn’t What You Think, Working With CPAs And Our Weekly Recruitment Roundup

By Larry Roth

/ 8 Nov 2022

Recruitment Roundup: Oppenheimer, Choreo, OneDigital And Fifth Third

Oppenheimer Recruits Meridian Wealth Group, Choreo Agrees To Acquire $1.8 Billion Enso Wealth Management, OneDigital Adds $300 Million JFL Total Wealth Management And Fifth Third Bank Launches Hybrid RIA Fifth Third Wealth Advisors

By Chris Latham

/ 7 Nov 2022

Recruitment Roundup: Oppenheimer, Choreo, OneDigital And Fifth Third

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