Joined July 2020
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15 Dec 2022
Our final Transitions, Transactions & Promotions column of 2022 explores LPL Financial recruiting Financial House from Lincoln Financial Network, and much more! Don't miss out!
#WealthManagement #RIAs #Acquisitions
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13 Dec 2022
Don't miss the latest in Capital Connections! The sharp drop in RIA M&A activity in October and November has rebounded, according to @DeVoeCo, whose CEO, @DavidDeVoe1, explains why!
#WealthSolutionsReport #FinancialAdvisors #WealthManagment
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13 Dec 2022
Join WSR this week as we explore the top benefits of specialized educational certifications with Nate Geraci of The ETF Institute and Aaron Filbeck of UniFi by CAIA.
#WealthSolutionsReport #FinancialAdvisors #WealthManagment #AdvisorEducation
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12 Dec 2022
Did M&A just revive? The sharp drop in RIA M&A activity in October and November has rebounded, according to @DeVoeCo, whose CEO, @DavidDeVoe1, explains the rebound. Don't miss out!
#WealthSolutionsReport #FinancialAdvisors #WealthManagment
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9 Dec 2022
This edition of the Weekly Recruitment Roundup looks at Prospera Financial Services recruiting Twin River Wealth Management, tru Independence adding Invenio Wealth Partners and more! Get the latest here!
#WealthManagement #Recruitment #Mergers
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9 Dec 2022
What’s the newest wealth management consultancy? Three-decade industry leader @AndyKalbaugh launches a consultancy firm for wealth management – Cassique Strategies.
#WealthSolutionsReport #WealthManagement #FinancialAdvisors #consultancy
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7 Dec 2022
How can firms contribute to the industry and manage rapid growth successfully? Raj Bhattacharyya of WSR Wealth Exemplar Awards Fee-Based RIA of the Year winner Robertson Stephens talks with us.
#WealthSolutionsReport #WealthManagement #RIAs
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7 Dec 2022
Catch the latest in Wealthtech Roundup and meet our newest "Wealthtech Leader of the Month," Liz Fritz, Co-Founder and Chief Commercial Officer of F2 Strategy!
#WealthManagement #industrynews #transactions #wealthtech #WealthSolutionsReport
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7 Dec 2022
This week we announce the invitation-only WSR Wealth Exemplar Awards winners across twelve categories in wealth management, honoring firms and individuals who contributed to the wealth management industry.
#WealthSolutionsReport #WealthManagement #Awards
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6 Dec 2022
What's the latest in investment solutions? We hear about risks for financial advisors, conflicts of interest, and the scope and quality of available funds from Steven Brod of @crystal_alts!
#WealthSolutionsReport #FinancialAdvisors #WealthManagement
wealthsolutionsreport.com/20…
5 Dec 2022
In this edition of the Wealthtech Roundup, we meet our newest “Wealthtech Leader of the Month,” Liz Fritz, Co-Founder and Chief Commercial Officer of @F2_Strategy, along with several other entries!
#WealthManagement #industrynews #WealthSolutionsReport
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3 Dec 2022
What's new in Weekly Recruitment Roundup? We cover different billion-dollar businesses leaving and joining @MerrillLynch, @LPL’s deal to support the $4.4 billion Commerce Financial Advisors and more!
#WealthManagement #FinancialAdvisors #Recruitment
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2 Dec 2022
Alts proliferate, but where are the pitfalls? We hear about risks for financial advisors, conflicts of interest, and the scope and quality of available funds from @Steven Brod of @crystal_alts.
#WealthSolutionsReport #FinancialAdvisors #WealthManagement
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1 Dec 2022
What are the top regulatory priorities within the industry? COMPLY’s latest ComplyConnect conference highlights new rules on marketing and cybersecurity! Don't miss out!
#compliance #WealthSolutionsReport #WealthManagment #cryptocurrency #cybersecurity
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1 Dec 2022
This edition of the Weekly Recruitment Roundup covers different billion-dollar businesses leaving and joining @MerrillLynch, as well as a recap of @LPL's latest deal. Don't miss out!
#WealthManagement #Mergers #Acquisitions #RIAs #WealthSolutionsReport
wealthsolutionsreport.com/20…
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1 Dec 2022
What's new in investment solutions? Todd Rosenbluth of @AdvPerspectives and David Berns of Simplify break down managed futures into strategies and underlying assets! Don't miss out!
#WealthSolutionsReport #FinancialAdvisors #WealthManagement
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30 Nov 2022
What are the industry’s top regulatory priorities? COMPLY’s ComplyConnect conference highlighted new rules on marketing and cybersecurity while crypto took a back seat.
#compliance #WealthSolutionsReport #WealthManagment #cryptocurrency #cybersecurity
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30 Nov 2022
What options are available to advisors seeking an independence partner? Learn about this and more with our latest guest editorial by Michael Nessim of Kingswood U.S.!
#WealthSolutionsReport #FinancialAdvisors #WealthManagement #Recruiting
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29 Nov 2022
Looking for a grouchy spin on the holidays? In our roundup of the month’s most bizarre stories, the theme of judgmental harshness comes up frequently! Don't miss out!
#WealthSolutionsReport #FinancialAdvisors #WealthManagement #Finra #Judgment
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29 Nov 2022
What's some of the latest news on tap? We recently heard from Tony Montanari of Prospera Financial Services on six keys to choosing the right partner firm. Don't miss out!
#WealthSolutionsReport #FinancialAdvisors #WealthManagement #recruiting101
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