Newsmakers

Transitions, Transactions & Promotions: CI Financial’s Continued Canadian Invasion of America and More

M&A Activity in Double-Digit Billions, Robust Advisor Recruiting Keeps Pace, Cetera Promotes Tim Stinson and Strategic Alliances Emphasize AI and Private Credit

By Julius Buchanan

/ 2 Feb 2022

Transitions, Transactions & Promotions: CI Financial’s Continued Canadian Invasion of America and More

Robinhood Under Fire, Ritholtz & WisdomTree Partner on Crypto, Entreda Arms Clients Against Dark Web Threats – And Much More!

As 2021 concludes, new wealthtech, regtech and cybersecurity initiatives continue to dominate the broader fintech wealth management space

By James Miller

/ 21 Dec 2021

Robinhood Under Fire, Ritholtz & WisdomTree Partner on Crypto, Entreda Arms Clients Against Dark Web Threats – And Much More!

Transitions, Transactions & Promotions: Oppenheimer Names New President and More

Final Months of 2021 Conclude with Flurry of Activity Across M&A, FA Recruiting and Executive Leadership Updates

By Michael Madden

/ 3 Dec 2021

Transitions, Transactions & Promotions: Oppenheimer Names New President and More

Jamie Dimon Fires Shots at Bitcoin, $TSLA Breaks $1T in Market Cap, and More of the Biggest Stories in and Around Wealth Management

From Crypto Skepticism, to EV Euphoria, to New Deals and Talent Hires: Past Month’s Top Industry News Has Something for Everybody

By James Miller

/ 5 Nov 2021

Jamie Dimon Fires Shots at Bitcoin, $TSLA Breaks $1T in Market Cap, and More of the Biggest Stories in and Around Wealth Management

Top Newsmakers Roundup – Deals, Deals, Deals Galore!

Investment Product Launches, Acquisitions, Venture Funding and Recruiting Rule the Roost in Our Latest Newsmakers Roundup

By Larry Roth

/ 29 Jul 2021

Top Newsmakers Roundup – Deals, Deals, Deals Galore!

WSR’s Five Favorite Summer Announcements

Tax-Savvy Financial Advice; HENRY Client Segment is Up for Grabs; FinTech Pivots to Service Over Sales; and Dynasty Shows How to Tempt Wirehouse Breakaways

By James Miller

/ 22 Jul 2021

WSR’s Five Favorite Summer Announcements

Redefining Philanthropy, Crypto Regulations and More

It’s hard to believe that 2021 is slightly more than halfway over, especially when we’ve seen enough activity and change across the wealth management space in the past

By Larry Roth

/ 11 Jun 2021

Redefining Philanthropy, Crypto Regulations and More

Top Newsmakers Roundup: Week Of 4/12/21

Each month, I select five to ten of the most interesting stories that I’ve read over the past month or so throughout the wealth management industry media. I tell

By Larry Roth

/ 15 Apr 2021

Just one quick step