Wealth Solutions Report

Meet the newest Wealth Solutions Report Wealthtech Leader of the Month, Wilbur Swan, CEO & Co-Founder of Catchlight. We also cover:   Orion Agrees To Acquire Summit Wealth Systems   Interactive Brokers Enhances Advisor Portal With Portfolio Management, AI Tools   InvestCloud, Inc. Releases Private Markets Account For Wealth Management Firms   Advyzon Teams With iCapital To Enhance Alts Capabilities For Advisors   LPL Financial Invests $500 Million In Tech Enhancements Throughout 2024   Concurrent Partners With TIFIN @Work To Enhance Financial Strategies   Future Capital Integrates With AssuredPartners Investment Advisors On Retirement   F2 Strategy Appoints Ryan Beach As CEO   Opto Investments Rolls Out Planner To Simplify Long-Term Private Markets Investing   #WealthManagement #FinancialAdvisors #Wealthtech #Fintech https://lnkd.in/gmnMsuuc

Dale Brown of the Financial Services Institute (FSI) describes the dangers that remain to the industry after the recent elections and how advocacy must move forward in the new political landscape. https://lnkd.in/gdEsFmw4 #WealthSolutionsReport #FinancialAdvisors #WealthManagement 

Emma Smith of StreetCred PR discusses common mistakes advisors make when speaking with the media. https://lnkd.in/gbkYvWKq #WealthSolutionsReport #FinancialAdvisors #WealthManagement #RIAs

Meet the newest Wealth Solutions Report Recruiter of the Month, Cameron Stagg, MBA, Director of M&A at Signature Estate & Investment Advisors, LLC. We also cover:   Focus Financial Partners Sees Four Firms Engage In Two Different Combinations   Savant Wealth Management Acquires Source Financial Advisors In New York   Raymond James Recruits $5 Billion Duo, Additional 10 Advisors With $2 Billion     Bison Wealth, LLC Onboards $600 Million Trio From Key Private Bank Osaic Partners With HarborOne Bank In Massachusetts And Rhode Island J.P. Morgan Wealth Management Tops J.D. Power Ranking For Digital Experience   Cetera Financial Group Appoints Todd Mackay, Christian Mitchell To President Roles   Ameriprise Financial Services, LLC Promotes Brian J Mora,   The Wealth Consulting Group Hires Erika Ferris, CFP® To Leadership Team   Citi Wealth Appoints Kate Moore As CIO #WealthManagement #FinancialAdvisors #Acquisitions #Recruitments https://lnkd.in/gK2JXNPu

Certainty in uncertain times: Suleman Din of AdvisorEngine, explains how to establish certainty with your clients in a changing landscape through effective communication. https://lnkd.in/g7phPZ4e #WealthSolutionsReport #FinancialAdvisors #WealthManagement 

Feeling ready to retire: George Zaharopoulos, of Measured Wealth, describes how to get clients financially ready for the future with peace of mind about retirement. https://lnkd.in/gkm_bTRj #WealthSolutionsReport #FinancialAdvisors #WealthManagement #retirement

M&A indigestion: I bring you my latest quarterly review of wealth management M&A, discussing the rising trend of firms making acquisitions before they fully establish integration plans with Dan Newhall of Lone Willow Advisors, Matt Sonnen of Coldstream, and John Wernz of Great Hill Partners. https://lnkd.in/eC8Za__e #WealthSolutionsReport #FinancialAdvisors #WealthManagement #Mergers

The Wealth Solutions Report Deals & Recruiting Roundup covers CAPTRUST, Corient, CWC, Cerity, Summit, Merit, Beacon Pointe, Apella, LPL, Commonwealth, NewEdge and Concurrent.   CAPTRUST Acquires Firms In Virginia And Minnesota, Adding Nearly $2 Billion   Corient To Buy $7.9 Billion HM Payson & Co In Maine   Constellation Wealth Capital Closes On Inaugural Fund, Exceeding $1 Billion   Cerity Partners Merging With California Tax Firm Fishman, Block + Diamond LLP   Summit Financial Takes Minority Stake In Chicago-Area Midway Wealth Partners   Merit Financial Advisors Buys Firms In Oregon And Pennsylvania, Adding $1.4 Billion   Beacon Pointe Acquires Firms In Boston And Dallas, Adding $613 Million   Apella Wealth Acquires $144 Million Young Wealth Management In California   LPL Financial Adds $300 Million Advisor Jeff Grange, Promotes Marc Cohen   Commonwealth Financial Network Recruits Two Jericho, Long Island-Based Teams   NewEdge Capital Group Recruits Over $9.5 Billion In Expected AUM So Far In 2024   Concurrent Recruits David Montgomery, https://lnkd.in/gMFGANz8   #WealthManagement #FinancialAdvisors #Acquisitions #Recruitments

2025 marcoms predictions: Our final Marcoms Roundtable of the year predicts marcoms evolution next year and how advisors can use developing trends for success. We hear from Tina Powell of Intention.ly, @Chris Sullivan of Craft & Capital and James Doyle of JConnelly. https://lnkd.in/eZqWCNF9 #WealthSolutionsReport #FinancialAdvisors #WealthManagement #marcoms

CAPTRUST Financial Advisors added almost $2 billion in client assets by acquiring Campbell Wealth Management in Alexandria, Virginia, and TruNorth Wealth Partners in St. Paul, Minnesota. Campbell is led by Kelly Campbell,, its CEO. TruNorth is led by CEO Peter Rekstad, CFP®. They provided comments, along with Rick Shoff, Managing Director of CAPTRUST. https://lnkd.in/gh8vvcu4 #Mergers #FinancialAdvisors #WealthManagement #WealthSolutionsReport