Welcoming 2024, Plus The Best Of 2023

Larry Roth, CEO, Wealth Solutions Report
Larry Roth, CEO, Wealth Solutions Report

WSR’s Top 10 Stories For 2023, How Wealthtech Has Changed And Will Change Advisors’ Work, And Our Weekly Recruitment Roundup

In the days of paper calendars, there was a common ritual in removing the old calendar as December ended to replace it with a fresh set of months. In the digital era, for many people the physical ritual is gone, but the excitement remains as we begin to implement plans mapped out in the fourth quarter to make our mark on the new year.

This week, we bring you a review of our top 10 stories for 2023, our Weekly Recruitment Roundup, and hear from Joel Bruckenstein as he asks experts how wealthtech has changed financial services and how it will continue to do so in the long term.

Take five minutes to make your voice heard in our survey on the state of advisor technology.

Weekly Recruitment Roundup: This edition covers UBS recruiting Andrea Freiman from J.P. Morgan Private Bank, Raymond James bringing on seven advisors collectively overseeing approximately $900 million, Cetera adding five advisors collectively overseeing approximately $828 million, Wealth Enhancement Group acquiring three firms that reflect over $800 million in new assets, Wedbush hiring Rebecca Hern from Merrill Lynch to head the Dallas area and Thurston Springer hiring former Wells Fargo executive John Peluso to catalyze its growth.

Year in review: We take a look at our top 10 stories of 2023, which range from Pathfinder Awards and recognition lists to in-depth expert analysis on tax, AI, investment products, reaching gender parity in wealth management, custodians and industry conferences.

How wealthtech changes us: Joel Bruckenstein, President of Technology Tools for Today, asks Kendrick Wakeman, Co-Founder and CEO of WealthTech Strategy Partners; Craig Iskowitz, Founder and CEO of Ezra Group; and Tim Welsh, President of Nexus Strategy, how technology has improved financial services and how they see its continued influence unfolding over the next two decades.

We’re here for you in 2024! Tell us your ideas, suggestions and questions, on LinkedIn and by email.

Larry Roth
CEO
Wealth Solutions Report

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