Newsmakers

CoastalOne Rebrands As Realta Wealth

IBD And RIA Firm’s Rebrand Includes Name, Logo, Mission And Vision, While CEO And Ownership Remain Unchanged

By Michael Madden

/ 2 Jan 2024

Osaic To Acquire $108 Billion Lincoln Wealth

Lincoln Subsidiaries With 1,450 Advisors To Join Osaic In First Half 2024. Lincoln Parent Firm And Osaic Plan To Deepen Strategic Partnership

By Michael Madden

/ 15 Dec 2023

Osaic To Acquire $108 Billion Lincoln Wealth

Invest In Others Grants Support To 17 Nonprofits

Foundation Awards Almost $300,000 In Grants For Nonprofits Supported By Advisors

By Michael Madden

/ 12 Dec 2023

Invest In Others Grants Support To 17 Nonprofits

Program Connects NewEdge Advisors’ UHNW Clients To NewEdge Wealth

NewEdge Capital Group Launches Bridge Program, With Revenue Sharing Opportunities Among Professionals At NewEdge Advisors And NewEdge Wealth, To Incentivize Enhanced Service For Qualified Individuals And Families

By Chris Latham

/ 7 Dec 2023

Program Connects NewEdge Advisors’ UHNW Clients To NewEdge Wealth

DFPG Investments Launches Diversify Advisor Network

$5.8 Billion Diversify Builds Out Broker-Dealer, RIA Platform And Direct Equity Affiliation Model To Attract Independent Advisors And Teams

By Chris Latham

/ 5 Dec 2023

DFPG Investments Launches Diversify Advisor Network

Haven Tower Adds Two Communications Veterans As Principals

Public Relations Agency Celebrates 12th Anniversary As It Onboards Principals In New York And Seattle

By Michael Madden

/ 4 Dec 2023

Haven Tower Adds Two Communications Veterans As Principals

LaSalle Takes Chicago Firm From Atria

LaSalle St. Recruits $550 Million Horwitz & Associates

By James Miller

/ 29 Nov 2023

Commonwealth Recruits $3 Billion Firm From Lincoln

San Diego Advisory Firm Mammini Company Serves Labor Unions And Corporate Retirement Plans, Anticipates Expansion

By Michael Madden

/ 29 Nov 2023

Commonwealth Recruits $3 Billion Firm From Lincoln

Osaic, Through The AmeriFlex Group, Adds Nearly $500 Million In Assets

The Meckenstock Group Brings 10 Financial Advisors From Independent Financial Group While Jeffrey McNaney And Lucas Dancy-Cabeal Join From Principal Securities

By Chris Latham

/ 21 Nov 2023

Osaic, Through The AmeriFlex Group, Adds Nearly $500 Million In Assets

$650 Million Morgan Stanley Team Departs, Chooses Goldman Custody

Newly Formed Boston-Area Firm – Stablepoint Partners – Serves Entrepreneurs, Families And Executives

By Michael Madden

/ 21 Nov 2023

$650 Million Morgan Stanley Team Departs, Chooses Goldman Custody

Invest In Others Appoints 4 Industry Veterans To Board

Foundation Expands Board Of Directors To Support Continued Growth Of Charitable Activities

By Michael Madden

/ 16 Nov 2023

Invest In Others Appoints 4 Industry Veterans To Board

CoastalOne Rebrands As Realta Wealth

Top 10 WSR Articles Of 2023

Osaic To Acquire $108 Billion Lincoln Wealth

Invest In Others Grants Support To 17 Nonprofits

Program Connects NewEdge Advisors’ UHNW Clients To NewEdge Wealth

DFPG Investments Launches Diversify Advisor Network

Haven Tower Adds Two Communications Veterans As Principals

LaSalle Takes Chicago Firm From Atria

Commonwealth Recruits $3 Billion Firm From Lincoln

Osaic, Through The AmeriFlex Group, Adds Nearly $500 Million In Assets

$650 Million Morgan Stanley Team Departs, Chooses Goldman Custody

Invest In Others Appoints 4 Industry Veterans To Board

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