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Deals & Recruiting

Deals & Recruiting Roundup: Constellation, Dynasty, Oppenheimer And More

M&A By Constellation, MAI And RedBird’s Arax. Recruitments By Osaic, Atria’s Cadaret Grant And The AmeriFlex Group. Smarsh Surveys RIAs And Broker-Dealers. Integrated Teams Up With Russ Alan Prince. Procyon Partners Hires Chief Revenue Officer. Oppenheimer Appoints Public Finance Head.

By Chris Latham

/ 22 Jan 2024

Deals & Recruiting Roundup: Constellation, Dynasty, Oppenheimer And More

Letters From Larry

Contrarian Views On China, Modern Portfolio Theory And More

Plus Deals & Recruiting, Our Investments Roundup, Hightower’s M&A, Marketing Trends, Advisor Recruiting In 2024, And Atria’s FI Partnerships

By Larry Roth

/ 17 Jan 2024

Contrarian Views On China, Modern Portfolio Theory And More

Investment Solutions

Investments Roundup: HFR, Cerulli, Blackstone, VanEck And More

Q&A With HFR President Kenneth Heinz – Our Investments Solutions Leader Of The Month – And Product News Featuring Cerulli, Blackstone, VanEck, Arch Indices, FusionIQ, Smartleaf, SoFi, Simplify and SKYVIEW 1

By Chris Latham

/ 16 Jan 2024

Investments Roundup: HFR, Cerulli, Blackstone, VanEck And More

Deals & Recruiting

Deals & Recruiting Roundup: Hightower, MAI, Diversify, Sanctuary And More

Diversify And MAI Acquire Firms. Hightower Invests In CMG. Atria Subsidiaries Form And Renew 32 Partnerships. The AmeriFlex Group Onboards 60 Advisors. Cambridge Launches RIA. Sanctuary Recruits From RBC, Merrill Lynch. Realta Appoints New COO.

By Chris Latham

/ 16 Jan 2024

Deals & Recruiting Roundup: Hightower, MAI, Diversify, Sanctuary And More

Letters From Larry

Greener Pastures Beyond The Wirehouse

Plus Our Monthly Wealthtech Roundup And Weekly News Roundup, CoastalOne Is Now Realta, Mercer’s Acquisition, And Finding Organic Growth

By Larry Roth

/ 9 Jan 2024

Deals & Recruiting

Deals & Recruiting Roundup: Savant, Mercer, Mariner, Kestra And More

2024 Gets Off To Strong Start With Acquisitions By Savant, Mercer, Mariner And Dakota Wealth. Meanwhile LPL, Kestra PWS And Fiduciary Trust International Recruit Advisors.

By Chris Latham

/ 8 Jan 2024

Deals & Recruiting Roundup: Savant, Mercer, Mariner, Kestra And More

Wealthtech

Wealthtech Roundup: Envestnet, Smarsh, FP Alpha, Altruist And More

CapIntel Expands, Vestwell Raises $125 Million, FP Alpha Integrates With Orion, Addepar Surpasses $5 Trillion, TIFIN Integrates With BetaNXT And Franklin Templeton, Altruist Announces 6 More Integrations, Pontera Raises $60 Million, Smarsh Enhances Risk Detection And Rich Aneser Of Envestnet Is Our

By Chris Latham

/ 8 Jan 2024

Rich Aneser, Chief Strategy Officer of Envestnet

Letters From Larry

Welcoming 2024, Plus The Best Of 2023

WSR’s Top 10 Stories For 2023, How Wealthtech Has Changed And Will Change Advisors’ Work, And Our Weekly Recruitment Roundup In the days of paper calendars, there was a

By Larry Roth

/ 2 Jan 2024

Deals & Recruiting

Recruitment Roundup: UBS, Cetera, Raymond James, WEG And More

UBS Recruits From J.P. Morgan, Raymond James Onboards 7 Advisors, Cetera Adds 5 Advisors, WEG Acquires 3 Firms, Wedbush Hires Dallas-Area Head And Thurston Springer Hires Former Wells Fargo Leader To Spur Growth

By Chris Latham

/ 2 Jan 2024

Recruitment Roundup: UBS, Cetera, Raymond James, WEG And More

Letters From Larry

Wealthtech At The Fore In 2024

My Take On The Year’s Biggest Wealthtech Trends, Changing Tech Stacks, Client Demands Push Data Forward, Cybercriminals Weaponize The SEC, Managed Account Tech And Our Weekly Recruitment Roundup

By Larry Roth

/ 27 Dec 2023

Deals & Recruiting

Recruitment Roundup: Alphastar, Kestra, NFP, Allworth And More

Kestra PWS, LPL And Atria Recruit Advisors. tru Independence Establishes East Coast Offices. Aon, Allworth And Exencial Conduct Acquisitions. Connecticut Wealth Management Hires Growth Director. And Paul Stetz Of Alphastar Capital Management Is Our Newest Recruiter Of The Month.

By Chris Latham

/ 26 Dec 2023

Recruitment Roundup: Alphastar, Kestra, NFP, Allworth And More

Letters From Larry

Next Year’s Trends For Family Offices And More

2024 Outlooks For Family Offices, Alts And M&A, Plus Tuck-Ins, AI, Osaic’s $108 Billion Deal, The Great Wealth Transfer, Charity Grants, Recruiting News And More

By Larry Roth

/ 20 Dec 2023

Next Year’s Trends For Family Offices And More

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