All The Latest From OneVoice And More

Larry Roth, CEO, Wealth Solutions Report

We Are Here – Please Introduce Yourself! Plus Coverage Of News And Events At OneVoice, The Rise Of Private Credit And Streamlining Your Business Operations

To My Fellow WSR Community Members:

One of the things I missed most during the pandemic was attending conferences – when hundreds of us gather to discuss things that matter to our industry it infuses the atmosphere with energy. What’s more, the personal enjoyment of sharing a coffee and chatting with long-time friends while making new friends can never be topped by any remote video technology.

That’s why I’m very excited to be at FSI’s OneVoice conference this week with you – advisors, professionals and executives from across the country. Our Deputy Managing Editor Chris Latham is also here – please say “hello” – we look forward to meeting you, or seeing you again!

If you can’t join us, not to worry! This week we bring you coverage of announcements here that relate to our entire industry, following closely on our preview of this conference last week. Look for us to provide more coverage from OneVoice soon.

In addition, we bring you expert views on the rise of private credit as an alternative investment for your clients and a review of operational challenges and keys to streamlining operations going forward.


This Week’s Issue

Here’s what we have on tap this week:

  • Who is our newest Recruiter Of The Month? In Newsmakers & Roundups, we speak with Neil Turner, co-Founder and co-CEO of NewEdge Advisors. For this entry of the Weekly Recruitment Roundup, we look at Commonwealth Financial Network recruiting Cedarwood Financial Partners from Edward Jones; Rockefeller Capital Management adding Ladage, Smith, Garcia Wealth Partners; and Cerity Partners acquiring Maryland Capital Management, its third deal so far this month.
  • Can private credit work for your clients? In Investment Solutions & Gatekeepers, Mark Gatto, Co-Founder & Co-Chief Executive Officer of CION Investments, relates the history and rise of private credit investment for individual investors, why it continues to grow and where advisors should focus to make the best choices for private credit investments.
  • Are your operations ready for 2023? In Upmarket, Kris Chester, EVP and Chief Operating Officer at Kestra Financial, describes the top operational challenges firms faced in 2022, updates us on trends in technology and outsourcing and advises small firms on steps to take to streamline operations this year.
Private credit

In case you missed it, last week we brought you an FSI OneVoice Roundtable Preview with three industry leaders, about why they are attending and what their firms aim to get out of it. John Rooney, Managing Principal at Commonwealth Financial Network; Tarah Williams, President and COO at Prospera Financial; and Bill Morrissey, Head of the Independent Channel at Atria Wealth Solutions, share their insights in our Beltway and Beyond section.

Don’t forget to spend a few minutes providing feedback for your wealthtech service providers in the T3/Inside Information annual survey

Streamlining operations

Thank you for sending your suggestions, comments and questions for experts. Please keep it going!

Share our articles with your colleagues and friends on LinkedIn, via email or through other social media. 

Have a great week!

Cheers!

Larry Roth, CEO

Wealth Solutions Report

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