DWN Round Table: Effective Post-M&A Technology Integration for RIA Firms
Sky high valuations for RIAs fuel a seemingly unstoppable flow of consolidation within this segment of the wealth management industry. Supported by private equity capital and creative partnership models, there seems to be no end in sight to the massive shift in this space to build larger, more valuable RIAs.
COO Spotlight: Wealth Enhancement Group’s Terri Kallsen on Aligning Strategy, Operations, Technology
Over the past several years, Wealth Enhancement Group (WEG) has made significant waves across the RIA segment of the wealth management space, with explosive AUM and financial advisor headcount growth.
As Focus Turns to Organic Growth Over M&A, Wealth Managers Combining Digital Engagement and...
With M&A markets much less frothy this year compared to recent prior years, many wealth management firms have shifted their focus to organic growth in the form of recruiting more financial advisors and helping existing advisors win more client relationships.
Atria’s Tech Tools Drive Recruiting Growth for Credit Union-Focused Subsidiary
Seeing as many as a dozen potential and current clients on a given day, financial advisors working within...
Advisor Group Continues Digital Transformation Momentum with New Senior Hires
After announcing significant investments in technology as part of a broader digital transformation strategy late last year, Advisor Group is following up with a wave of senior management team hires.
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,...
Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms
Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...
RegTech in 2022 – Resources will Dictate how Firms Deal with the Continuing Deluge...
Telecommuting will be one of the lasting legacies of the pandemic. Whether that means workers go fully remote or come in a couple of days a week, no one knows for sure. But it's safe to say that the era of everyone gathering in an office Monday through Friday is mostly over.
Berkshire Global Advisors FinTech Practice Sees WealthTech M&A Resuming
The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...
CogniCor Selected for Morgan Stanley Multicultural Innovation Lab
insurance spaces, CogniCor recently announced its invitation to be part of the Morgan Stanley Multicultural Innovation Lab, an in-house start-up accelerator that promotes financial inclusion and access to capital for technology entrepreneurs who are women or cultural minorities.