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Deals & Recruiting

Deals & Recruiting Roundup: Merit, Summit, Integrated Partners And More

M&A By Merit, Summit, WPCG, HGGC And Pure. Recruitment By Integrated Partners. Strategic Partnership By GCM Grosvenor. AssetMark Launches Succession Program. Promotions And People Moves By Dynasty, Sequoia, Altruist, Orion And Clearstead.

By Julius Buchanan

/ 24 Mar 2025

Deals & Recruiting Roundup: Merit, Summit, Integrated Partners And More

Letters From Larry

Let’s Get Past The Hype To A Real World Grasp Of AI

Plus Our Investments Roundup, Deals & Recruiting Roundup, Organic And Inorganic Growth, FSI’s Initiatives, Carson’s CTO, Alaris’ AI Matchmaker, Docupace’s Acquisition, VestGen’s Advisory Board, Cambridge’s Growth Program, Edward Jones’ Platform Launch And CapIntel’s Survey Results

By Larry Roth

/ 18 Mar 2025

Let’s Get Past The Hype To A Real World Grasp Of AI

Deals & Recruiting

Deals & Recruiting Roundup: Carson Group, Edward Jones, Oppenheimer And More

M&A By Apella Wealth, Americana Partners And LPL. ECHELON Partners’ M&A Report. Alaris’ AI M&A Matchmaker. UHNW Service Launches By Edward Jones, LinePoint And Five Eleven. Mosaic Advanced Planning’s Launch. Oppenheimer’s Promotion. Triad And Carson Make New Hires.

By WSR Newsroom

/ 17 Mar 2025

Deals & Recruiting Roundup: Carson Group, Edward Jones, Oppenheimer And More

Investment Solutions & Gatekeepers

Investments Roundup: LPL, Genstar, Cerulli, Janus and More

Q&A With Jon Fee Of VettaFi – Our Investments Solutions Leader Of The Month – Plus News Featuring HFR, LPL Financial, Genstar, Cerulli, Janus, Franklin Templeton, CFRA, Goldman Sachs, Fidelity, Morningstar, SMArtX And BondBloxx.

By WSR Newsroom

/ 17 Mar 2025

Letters From Larry

How To Attract Next Gen Advisors And Clients

Plus Our Deals & Recruiting Roundup, Tactical Portfolio Management, Genstar’s Purchase, Oppenheimer’s CEO Appointment, TradingBlock’s Retail Platform, PureFacts’ New Execs And YCharts AI Tool Launch

By Larry Roth

/ 11 Mar 2025

How To Attract Next Gen Advisors And Clients

Deals & Recruiting

Deals & Recruiting Roundup: AlTi Global, Oppenheimer, Prudential And More

M&A By AlTi, Prime, Mariner, CAPTRUST, Composition And EP Wealth. Recruitment By Dynasty And Compound. Promotions And People Moves By Oppenheimer, Prudential, Mercer And Verdence.

By WSR Newsroom

/ 11 Mar 2025

Deals & Recruiting Roundup: AlTi Global, Oppenheimer, Prudential And More

Letters From Larry

War Stories We Can Learn From

Plus Our Deals & Recruiting Roundup, Practical AI For Advisors, Crypto Evolution, Sanctuary’s Minority Stake, Caprock’s Chicago Hire And TritonPoint’s Independent Ownership Model Launch

By Larry Roth

/ 5 Mar 2025

Deals & Recruiting

Deals & Recruiting Roundup: Robinhood, Merchant, Bogart And More

Robinhood Closes On TradePMR. Acquisition By Aquiline. Gladstone Unifying And Rebranding. LPL, Beacon Pointe And Caprock Recruits. Merchant Partners With Venning. NewEdge Partners With Envestnet And SMArtX. Bogart And Trilogy Appointments. Robertson Stephens Launches Family Office. TritonPoint Launc

By Julius Buchanan

/ 4 Mar 2025

Deals & Recruiting Roundup: Robinhood, Merchant, Bogart And More

Letters From Larry

WSR Celebrates Black History Month With Pathfinder Awards

Plus Our Wealthtech, Investments And Deals & Recruiting Roundups, Rise Stakes Again, M&A Choices, Compliance Evolution And Automating Form ADV And VestGen Fills C-Suite

By Larry Roth

/ 25 Feb 2025

WSR Celebrates Black History Month With Pathfinder Awards

Wealthtech

Wealthtech Roundup: T3, Orion, Wealth.com, BetaNXT, Snappy Kraken And More

Q&A With Joel Bruckenstein – Our Wealthtech Leader Of The Month – Plus News Featuring Orion, Sycamore, OneVest, Jump, Syntax Data, Snappy Kraken, Wealth.com, Datalign, BetaNXT, Zocks And Compound Planning

By Julius Buchanan

/ 24 Feb 2025

Joel Bruckenstein, President, Technology Tools for Today

Investment Solutions & Gatekeepers

Investments Roundup: CION, BlackRock, CFRA, Horizon And More

Q&A With Aaron Filbeck – Our Investment Solutions Leader Of The Month – Plus News Featuring CION, GCM Grosvenor, Simplify, Horizon Investments, Infrastructure Capital, BlackRock, CFRA, HFR, FUSE And Pacific AM

By Julius Buchanan

/ 24 Feb 2025

Aaron Filbeck, Managing Director, Global Content Strategy, CAIA Association

Deals & Recruiting

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

Our Recruiter Of The Month Is Kyle Miller Of EP Wealth Advisors. We Cover Minority Stakes By Rise Growth And Sanctuary; A Purchase By Creative Planning; A Survey By DeVoe; Recruitment By LPL, Dynasty And RFG; Appointments By OneSeven, VestGen And Private Advisor Group; And Alera Group’s Platform Exp

By Julius Buchanan

/ 24 Feb 2025

Kyle Miller, Managing Director of M&A, EP Wealth Advisors

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