Latest News
The Future of Wealth Management Workflow Automation
Workflow Automation Attracts Advisors and Clients, Cuts Costs and Increases Efficiencies; Machine Learning and Data Capabilities Will Drive…
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 Market As WealthManagement.com…
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 and High-Net-Worth Trends…
Transitions, Transactions & Promotions: Financial Institutions on Fire
$66 Billion in Financial Institution Activity, Multiple High-Net-Worth Transactions and Coldstream Hires First Chief Revenue Officer Though we…
During Market Turmoil, All Eyes Are on Technology
Technology Continues to Improve Our Industry, Including Reaching the Underserved and Tackling Regtech Challenges, Plus High Net Worth…
DeVoe Advises on Alera Acquisition of Wharton
Acquisition Demonstrates Continued Industry M&A Activity, Focus on High Net Worth Segment and Specialized Business Owner Niche Alera…
LPL’s Assets Get Boost From Onboarding CUNA
LPL’s May Report Reveals Consistent Recruitment and Stability During Market Turbulence LPL Financial released its May activity report,…
Why the Right Tech Stack Can Ensure Financial Advice Is for Everyone
Technology Enables Us to Serve Clients of Younger Generations, Disabled Clients and Non-English Speakers Research shows that everyone…
Regtech Rapidly Changes, Reflected in New CEO of Smarsh
New Leader of Digital Communications Compliance Solutions Brings Tech, Financial Services and Risk Management Savvy as Regulators Create…
AssetMark Acquires Fellow TAMP Adhesion to Expand RIA Business
Deal Advisor ECHELON Sees TAMPs as Crucial Wealth Management Infrastructure, Expects More TAMP M&A Activity AssetMark Financial Holdings…
Ultra-Rich Complexities Drive Insurance – Wealth Convergence
Gideon Strategic Partners Sees Significant UHNW Opportunities In Private Placement Life Insurance, With Caveats on Tax Structuring There…
