DECEMBER 07, 2024

BUSINESS PLANNING

Ten Best Books of 2024 for Financial Advisors

Memoirs abound—blame the pandemic.

$96B Wealth Enhancement Group to Split From LPL

WEG, which had $4 billion in brokerage assets with LPL, is the second “strategically misaligned" large OSJ to separate from the IBD.

PEOPLE

Carson Group President Teri Shepherd To Step Down

In a statement, CEO Burt White lauded Shepherd’s commitment to the company and said the firm supports her decision to “focus on her family.”

RIA NEWS

Constellation Stakes $60B AUM RIA Cresset

Constellation has invested $150 million, representing less than 10% of Cresset’s business.

WMIQ RESEARCH REPORT

Wealth Managers and RPA Advisors: The Growing Impact of Employee Wellness

In partnership with Marsh McLennan Agency

Discover how the convergence of wealth management and retirement plan advice is shaping the financial advisory business.

Download Now >

TECHNOLOGY

Boosted.ai, Building Agentic AI for Wealth Managers, Raises $15M

While the new technology will not be an advisor's clone, it could be thought of as a co-worker.

WMTV on Location

The Advisor of the Future: Why Holistic Wealth Management Matters

RIAs should be hyper-focused on how to better serve their clients.

Referral Marketing Redefined: How Firms Are Optimizing for Organic Growth

Allison Warner, CMO of Beacon Pointe Advisors, explores the evolving trends in referral marketing and organic growth for wealth management firms.

RIA NEWS

Mariner Adds Locations in Florida, California in Double Deal

The acquisitions of Atlas Financial and Newport Advisory add $878 million in assets to the firm.

CAREERS

Planners-To-Be Overwhelmingly Want Firms Emphasizing Pro Bono Work

About 83% of aspiring CFP planners are “very likely” or “likely” to work at a firm encouraging pro bono policies, according to a new survey.

ALTERNATIVE INVESTMENTS

Stonepeak Enters the Wealth Channel with Infrastructure Feeder Fund

The fund will target accredited investors and qualified purchasers.

This brings DPL’s total funding to $69 million and marks the first investment from insurers.

PEOPLE

Cambridge’s BridgePort RIA Hires New Head of Operations

Nikki Bell joins BridgePort Financial Solutions, the RIA launched by Cambridge earlier this year, from Wealthspire.

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