In this month's Wealthtech Roundup, we spotlight Bill Dwyer, CEO of AlphaTrAI and our Wealthtech Leader of the Month. Dwyer discusses AlphaTrAI's recent acquisition and reveals key insights on leveraging technology to solve critical advisor pain points in wealth management. READ MORE: https://lnkd.in/gRphyRMt #WealthManagement #FinancialAdvisors #Wealthtech #Fintech
Wealth Solutions Report
Online Audio and Video Media
Bringing you the best content from wealth management industry experts
About us
Wealth Solutions Report is the leading free media source for wealth management-related content featuring industry experts
- Website
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https://www.wealthsolutionsreport.com
External link for Wealth Solutions Report
- Industry
- Online Audio and Video Media
- Company size
- 2-10 employees
- Headquarters
- New York City
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- Privately Held
- Specialties
- Wealth management
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Primary
New York City, US
Employees at Wealth Solutions Report
Updates
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Blythe Masters of Motive Partners is picked to head FNZ Group as Group CEO while Founder and former Group CEO Adrian Durham transitions to non-executive roles. Existing institutional shareholders commit $1 billion in further investment. Stephen C. Daffron and Roman Regelman also take new roles at the firm. READ MORE: https://lnkd.in/gPj8CTKS #WealthSolutionsReport #FinancialAdvisors #WealthManagement
FNZ Names Blythe Masters Group CEO In Leadership Transition
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Cybersecurity risks remain a growing threat to RIAs and other advisory firms, and good technology alone isn’t enough for them to combat and overcome the problem, cyber experts say in a new whitepaper. The report, “Confronting the Realities of Cyber Threats,” aims “to help wealth management firm CEOs better understand their organizations’ risks and obligations and the exact steps they must take to protect themselves,” according to the experts: Brian Hamburger and Daniel Bernstein of MarketCounsel Consulting ; Mark Hurley, Katherine Winford, Bryce Washum and Douglas Garbutt of Digital Privacy & Protection; and Carmine Cicalese of CYBER CIC, LLC and DPP. https://lnkd.in/gpxp-bUd #WealthSolutionsReport #FinancialAdvisors #cybersecurity #WealthManagement
Whitepaper Examines Growing Cybersecurity Threats For Advisors
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Meet our newest Recruiter of the Month, Bridget Venus Grimes, Co-Founder of Equita Financial Network and President of WealthChoice LLC. We also cover: UHNW-Focused RIA IEQ Capital Buys $5.3 Billion Firm EPIQ Sequoia Financial Group To Acquire $1.6 Billion Eide Bailly Advisors In North Dakota Parkwoods Wealth Partners, LLC Launches As Support Platform For DFA-Centric RIAs Sanctuary Wealth Onboards $400 Million TOVA Wealth In North Carolina RegVerse Expands Avery Platform With Fusion1 Product Suite Intention.ly Hires Orion And Carson Group Veterans To Executive Team Jamie Hopkins Joins WSFS Bank C-Suite As Chief Wealth Officer Wellspring Financial Advisors Appoints Jeffrey Kadlic As President And COO Americana Partners Hires Javier I. A. Altimari, To Its New International Division Nepsis, Inc. Appoints Kelly Nanasy, As VP Of Accounting And Advisory Services RBC Recruits Advisor John Terrion In Colorado, Adding $438 Million READ MORE: https://lnkd.in/gzfEb454 #WealthManagement #FinancialAdvisors #Acquisitions #Recruitments
Deals & Recruiting Roundup: Equita, IEQ, Sequoia, Sanctuary, WSFS And More
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RegVerse, a Surge Ventures company, launched its Fusion1 suite of AI-enabled tools, which will be part of its Avery platform. The product suite is designed to enhance reliability and accuracy of compliance and surveillance programs. Sid Yenamandra provides comments. READ MORE: https://lnkd.in/gftbt35h #WealthSolutionsReport #WealthManagement #regtech #wealthtech
Surge Venture’s RegVerse Expands Avery Platform With Fusion1 Product Suite
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IEQ Capital is acquiring fellow San Francisco Bay Area-based RIA EPIQ Capital Group, a multi-family office and investment firm, which had $5.3 billion in AUM as of July 31. When the transaction completes later this year, the combined firm will have $32 billion in AUM. IEQ Co-CEO and Founder Eric Harrison said, “EPIQ has built relationships and capabilities in core markets that we believe are additive to our platform and will further our ability to provide access to differentiated investment opportunities.” When the deal completes, Chad Boeding, currently EPIQ CEO, will become a Managing Partner of the combined firm, alongside the three Co-CEOs and Founders of IEQ: Harrison, Robert Skinner and Alan Zafran. https://lnkd.in/gGcWrr34 #WealthSolutionsReport #Mergers #WealthManagement #FinancialAdvisors
UHNW-Focused RIA IEQ Capital Buys $5.3 Billion Firm EPIQ
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Our latest Guide To Industry Conferences covers the leading asset management conferences for advisors and wealth management professionals: The Investments & Wealth Institute’s Strategy Forum 2024, the Money Management Institute’s Annual Conference and Morningstar’s Investment Conference. https://lnkd.in/g2nW-XaQ #WealthSolutionsReport #AssetManagement #FinancialAdvisors #WealthManagement
Guide To Industry Conferences: Asset Management
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The Oasis Group announced a new research series providing analysis of wealthtech providers for RIAs and wealth management firms, starting with an installment covering custodians. It also announced the second ediition of its AI WealthTech Map. John O'Connell, MBA comments. READ MORE: https://lnkd.in/gWAeAvJZ #wealthtech #WealthSolutionsReport #AI #WealthManagement
Oasis Group Studies Custodians In First Report Of New Research Series
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This edition of the Deals & Recruiting Roundup covers: • Rise Growth Partners invests in $10 billion Bleakley Financial Group • CW Advisors acquires $1.2 billion Agili • LPL Financial onboards the merging firms Academy Financial and PFG Advisors • Raymond James adds The Perl Group from Morgan Stanley • Stifel Financial Corp. recruits Gasper Investment Consulting Group from Baird • Invest in Others Charitable Foundation names 10 advisory firms as Charitable Champions • Todd Mackay becomes President of Cetera Financial Group’s Cetera Solutions • EP Wealth Advisors appoints Megan Glover as Chief People Officer • Cerity Partners appoints Suk Shah as CFO • UBS, Morgan Stanley, Wells Fargo and Bank of America release second quarter performance reports • RBC Wealth Management adds The Paradigm Group • U.S. Bank partners with Edward Jones to provide checking and credit card products READ MORE: https://lnkd.in/g3skF3cT #WealthManagement #FinancialAdvisors #Acquisitions #Recruitments
Deals & Recruiting Roundup: Rise Growth, CW Advisors, EP Wealth, Stifel And More
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Retirement is more than just numbers. Casey Jorgensen, of Dynasty Financial Partners, gives four keys for advisors preparing for retirement to manage its emotional aspects and build a fulfilling life post-retirement. READ MORE: https://lnkd.in/gWJUwDbk #WealthSolutionsReport #retirement #FinancialAdvisors #WealthManagement
Four Tips For Advisors Getting Close To Retirement
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