Newsmakers

Schwab Foundation To Be Presenting Sponsor For FFP’s 30th Anniversary Campaign

Schwab To Match Up To $600,000 In Donations To Help Drive Growth In Pro Bono Financial Planning And Advice By 2030

By Jeff Berman

/ 1 Oct 2024

Schwab Foundation To Be Presenting Sponsor For FFP’s 30th Anniversary Campaign

Dynasty Taps Industry Veteran Marc Hineman As COO

Firm Also Appoints Andrew Marsh As Head Of Core Services And Tim Oden As Chief Growth Officer

By Jeff Berman

/ 30 Sep 2024

Tim Oden, Chief Growth Officer; Andrew Marsh, Head of Core Services; and Marc Hineman, COO, Dynasty Financial Partners

The AmeriFlex Group Launches Broker-Free Advisor Transition Network

Platform Aims To Bring Buyers And Sellers Of Advisory Practices Together Directly

By Michael Madden

/ 26 Sep 2024

Thomas Goodson, Founder and CEO, The AmeriFlex Group and the Recruiter of the Month

Summit Takes Minority Stakes In RIAs BFG Wealth, Canon Capital

Summit Adds $470 Million In Client Assets Through The Deals, Summit’s 12th And 13th Strategic Investments In 2024

By Jeff Berman

/ 26 Sep 2024

Stan Gregor, CEO and Chairman, Summit Financial Holdings

Kingswood U.S. Onboards $1 Billion Eudaimonia

Kingswood Acquires Two RIAs Of Nashville-Based Advisory Firm And Enters Strategic Alliance With Its TAMP

By James Miller

/ 25 Sep 2024

Michael Nessim, CEO, President & Managing Partner, Kingswood U.S.

Invest In Others Awards Advisors For Philanthropy

The Foundation’s 18th Annual Awards Spotlight Advisor Volunteering, Honor The Inaugural Executive Tribute Winner And Provide Financial Support To Nonprofits

By Jeff Berman

/ 23 Sep 2024

Sanctuary Recruits $2.2 Billion Centel To Its Network

Connecticut-Based Team Formerly Affiliated With Snowden Lane Partners

By James Miller

/ 23 Sep 2024

Vince Fertitta, President, Wealth Management, Sanctuary Wealth

Future Proof Festival Takes Center Stage For Industry Announcements

BNY Expands Alts Access For Advisors. Orion Advisor Survey Reveals Popularity Of AI. Envestnet Demos New Features For RIAs. GV (Google Ventures) Invests In Wealth.com. And Future Proof Enhances Its Own Breakthru Meetings Platform.

By Chris Latham

/ 19 Sep 2024

Future Proof Festival Takes Center Stage For Industry Announcements

EP Wealth Advisors Buys $1.1 Billion Atlanta RIA

CornerCap Is EP’s Fourth Acquisition Of 2024 And Its 33rd Since 2017, As Firm Continues National Expansion

By Jeff Berman

/ 18 Sep 2024

Ryan Parker, CEO, EP Wealth Advisors, and Cannon Carr, CEO, CornerCap Investment Counsel

Why Financial Advisors Struggle To Convert Digital Leads

Use Successful Strategies For Follow-Up, Conversation And Online Credibility, And Emphasize Quality Over Quantity Of Leads

By WSR Newsroom

/ 16 Sep 2024

Marcoms Roundtable: Strategies For Advisors To Reach Next Gen Prospects

Marcoms Experts At Intention.ly, Craft & Capital And Impact Communications Discuss The Importance Of Embracing Industry Tools And More

By Jeff Berman

/ 15 Sep 2024

Marcoms Roundtable: Strategies For Advisors To Reach Next Gen Prospects

Hightower Invests In And Onboards $2.3 Billion Florida RIA

Charles D. Hyman & Co. Is Hightower’s Latest Transaction

By Jeff Berman

/ 13 Sep 2024

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