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Technology’s Evolving Role in Financial Advisor Transitions
As the recruiting wars among independent wealth management firms continue to heat up, Digital Wealth News caught up with Jeff Nash, Founder and CEO of BridgeMark Strategies, to discuss the evolving role of technology in financial advisor transitions from one firm to the other.
Sanctuary Wealth Acquires tru Independence
Sanctuary Wealth, the Indianapolis-based wealth management firm, has acquired tru Independence, a Portland, Oregon-based enterprise that supports 30 RIA firms managing $12.5 billion in...
Essential Edge Appoints Alex David to Advisory Board
Santa Fe, New Mexico-based Essential Edge Compliance Outsourcing Services, a provider of third-party compliance services for broker-dealers and RIAs, has added wealth management industry...
Bridgemark Strategies Launches Free, Online Advisor Business Marketplace
Bridgemark Strategies, an independent consultancy that supports transitions and M&A in the financial advisory space, recently launched a free, curated database of financial advisory...
How Robust Tech Stacks Can Support Recruiting of Wirehouse Breakaway Advisors
As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.
NewEdge Capital Group Reports Adding $4.38 Billion in AUA Throughout 2022
The Pittsburgh-based NewEdge Capital Group says its “range of affiliation models” have been critical in driving record recruiting results for the 2022 full year,...
Early Q4 Leadership and Board Moves Underscore Tech Influence on Wealth Sector
The leaves aren’t the only things changing this fall. As the wealth management and wealthtech industries moves into the fourth quarter, they face an...
DWN Round Table: Tech Drives Growth, Influences Decision Process for Advisor Recruitment
The recent bear market has yet to impact the seeming record-pace of advisor recruitment across the wealth management space. Especially as advisors and firms find their post-pandemic footing, technology has played a more significant role in this process over the past year, according to the experts we spoke with for the latest Digital Wealth News roundtable.
Surprise! Tech-Enabled FA Recruiting Beats Expectations
Just before March 2020, the financial advisor recruiting marketplace looked unchanging and predictable, at least for independent dual registrant firms.
K1 Makes $120 Million Growth Investment in ComplySci
Regtech companies with proven products and seasoned leadership teams are well-positioned for further growth, if the latest deal between K1 Investment Management and ComplySci is indicative of what’s ahead in the fintech space.