newsletter

• Wealthtech

Wealthtech Roundup: Docupace, STP Investment Services, F2 Strategy, Riskalyze And Surge Ventures

Docupace Launches Virtual Roundtables And RIA Productivity Suite, STP Acquires WealthSite, F2 Strategy Identifies 2023 Wealth Management Tech Spending Priorities, Riskalyze Partners With InvestorCOM And Sid Yenamandra Launches Surge Ventures

By Chris Latham

/ 3 Jan 2023

• Letters From Larry

How Next Gen Will Reshape Wealth Management In 2023 And Beyond

Top Lessons To Learn From Next Gen Advisors, Plus Latest Bizarre Industry News And How FAs Can Help Prep Sales of Businesses For Clients Who Are Tech Entrepreneurs

By Larry Roth

/ 28 Dec 2022

• Letters From Larry

All Eyes On 2023 – From Tech, To Deals, To Products

Wealthtech And M&A Trends For Next Year, A Deep Dive On Interval And Tender Offer Funds, Launch Of Data-Focused Venture Studio And More

By Larry Roth

/ 21 Dec 2022

• Deals & Recruiting

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

• Letters From Larry

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

• Letters From Larry

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

• Deals & Recruiting

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

• Letters From Larry

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

• Wealthtech

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

• Deals & Recruiting

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

• Letters From Larry

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

• Deals & Recruiting

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