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Deals & Recruiting

Deals & Recruiting Roundup: Lido, Altruist, ECHELON, Elevation Point And More

M&A By Lido. Funding Round By Altruist. ECHELON M&A Report. Minority Investment By Elevation Point. Recruitment By RFG, Raymond James, DayMark, Strategic Blueprint and Kestra. Appointments By SEIA And Sound Income Group. And Merrill Sees An Exit To RBC.

By WSR Newsroom

/ 29 Apr 2025

Deals & Recruiting Roundup: Lido, Altruist, ECHELON, Elevation Point And More

Letters From Larry

Hiring Next Gen Advisors Directly From The College Campus

Plus Our Deals & Recruiting Roundup, Tax Strategy, Wealth.com And eMoney’s Partnership, Perigon’s Promotions, EP Wealth’s And Creative’s Acquisitions, Stifel’s Recruiting And Essential Edge’s Partnership With RegEd

By Larry Roth

/ 22 Apr 2025

Hiring Next Gen Advisors Directly From The College Campus

Deals & Recruiting

Deals & Recruiting Roundup: EP Wealth, Constellation, Schwab, Creative Planning And More

Acquisitions By EP Wealth, Creative Planning And Pure Financial. Recruiting By Bleakley, Stifel, RBC And Raymond James. Constellation Stakes Procyon. Schwab Stakes Wealth.com. Perigon, Savvy And InvestCloud Make Appointments.

By WSR Newsroom

/ 22 Apr 2025

Deals & Recruiting Roundup: EP Wealth, Constellation, Schwab, Creative Planning And More

Letters From Larry

To Prepare For A Sale, Learn About Potential Buyers

Plus Our Deals & Recruiting And Investment Roundups, Our Guide To Compliance Conferences, Equipping Advisors For Market Turmoil, Dividends Reducing Risk, Appointments By Docupace And IiO, Modern’s Purchases, Janus’ Partnership With Guardian And More

By Larry Roth

/ 16 Apr 2025

To Prepare For A Sale, Learn About Potential Buyers

Investment Solutions & Gatekeepers

Investments Roundup: CAIS, Robinhood, Blackrock, HFR And More

News Featuring CAIS, Robinhood, BlackRock, HFR, State Street, Ethic, Precidian, Oppenheimer, GBI, World, Janus Henderson, Guardian, Lazard And Schwab.

By WSR Newsroom

/ 15 Apr 2025

Investments Roundup: CAIS, Robinhood, Blackrock, HFR And More

Deals & Recruiting

Deals & Recruiting Roundup: Modern Wealth, Ameriprise, Docupace And More

Acquisitions By Modern Wealth, Bain Capital And Prospera. Recruiting By Ameriprise, Osaic And Raymond James. Alaris On Retaining Clients During Transition. Merit Partners With Fidelity. Appointments By Crescent Grove, Soltis, Bluespring and Docupace.

By WSR Newsroom

/ 15 Apr 2025

Jason Gordo, Ellen Cooper and Pradeep Jayaraman

Letters From Larry

March Is Out Like A Lion As Action-Packed Second Quarter Begins

Plus Our Deals & Recruiting Roundup, LPL Buys Commonwealth, Views On Robinhood’s Latest Moves, Talking With Clients About Tariffs, CPA Partnerships, HNW Clients Want More, Wealth Enhancement And Mercer Make Acquisitions, Insights On M&A, Insurance Vehicles For Retirement And State Street Stakes Ethi

By Larry Roth

/ 9 Apr 2025

March Is Out Like A Lion As Action-Packed Second Quarter Begins

Deals & Recruiting

Deals & Recruiting Roundup: Wealth Enhancement, Mercer, LPL And More

Acquisitions By Wealth Enhancement, Mercer, LPL And Cerity. M&A Reports By DeVoe And Advisor Growth Strategies. Recruiting By Kestra, MAI Capital, Equitable And NewEdge. Wealth.com Partners With Cetera. Osaic Appoints General Counsel.

By Julius Buchanan

/ 8 Apr 2025

Deals & Recruiting Roundup: Wealth Enhancement, Mercer, LPL And More

Letters From Larry

We Honor The Industry’s Top Chief Financial Officers

Plus Our Wealthtech And Deals & Recruiting Roundups, AlphaCore’s Acquisition, World’s Model Platform, CAIS’ Alts Model Marketplace, Cambridge’s CTO, Dynasty Adding Goldman Custody, Caprock Transitioning Impact Reporting Platform To BlueMark And Robinhood Moving Into Wealth Management

By Larry Roth

/ 2 Apr 2025

We Honor The Industry’s Top Chief Financial Officers

Deals & Recruiting

Deals & Recruiting Roundup: CW Advisors, Waverly, Bluespring And More

M&A By CWA, Waverly, Bluespring, Wealth Enhancement, AlphaCore And Integrity. Recruiting By Commonwealth, Stratos And LPL. Partnerships By Dynasty And BridgePort. Appointment By Cambridge.

By Julius Buchanan

/ 1 Apr 2025

Deals & Recruiting Roundup: CW Advisors, Waverly, Bluespring And More

Wealthtech

Wealthtech Roundup: Luma, YCharts, TradingBlock, Docupace, PureFacts And More

Q&A With Brady Beals Of Luma – Our Wealthtech Leader Of The Month – Plus News Featuring YCharts, TradingBlock, Docupace, PureFacts, Savvy Wealth, Raymond James, FINNY AI, T3, BetaNXT And Fi-Tek, Flourish And Cerulli.

By WSR Newsroom

/ 1 Apr 2025

Wealthtech Roundup: Luma, YCharts, TradingBlock, Docupace, PureFacts And More

Letters From Larry

We Highlight Women Industry Leaders For Women’s History Month

Plus Our Deals & Recruiting Roundup, Coverage From Future Proof Citywide, Costly Compliance Mistakes, Fee-Based Advice Most Popular, Rural Advisory Business And DIY Investors Seeking Human Advice

By Larry Roth

/ 25 Mar 2025

We Highlight Women Industry Leaders For Women’s History Month

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