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Independent Firms Expanding Into W-2 Channel

Upmarket

Janeesa Hollingshead

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What’s Behind the W-2 Channel Resurgence?

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Larry Roth

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Transitions, Transactions & Promotions: Financial Institutions on Fire

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Julius Buchanan

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During Market Turmoil, All Eyes Are on Technology

Letters From Larry

Larry Roth

3rd Week Of June, 2022

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Independent Firms Expanding Into W-2 Channel
With Integrated Partners Adding a W-2 Model, BridgeMark’s Nash Explains Increasing W-2 Trend in Shrinking …
What’s Behind the W-2 Channel Resurgence?
Traditionally Independent Firms Now Building W-2 Structures. Plus, Recent M&A Transactions Highlight Emerging Financial Institutions …
Transitions, Transactions & Promotions: Financial Institutions on Fire
$66 Billion in Financial Institution Activity, Multiple High-Net-Worth Transactions and Coldstream Hires First Chief Revenue …
During Market Turmoil, All Eyes Are on Technology
Technology Continues to Improve Our Industry, Including Reaching the Underserved and Tackling Regtech Challenges, Plus …
DeVoe Advises on Alera Acquisition of Wharton
Acquisition Demonstrates Continued Industry M&A Activity, Focus on High Net Worth Segment and Specialized Business …