Sign up for Wealth Solutions Report and get our Wealthtech Roundup. This month features: Bill Dwyer Discusses AlphaTrAI’s Acquisition, How To Overcome Advisor Pain Points The Oasis Group Studies Custodians In First Report Of New Research Series Smarsh Enters Costa Rica, Integrates With ChatGPT, Experts Publish AI Textbook Gateway Financial Partners Offers Advisors Wealth.com’s Estate Planning Tools Snappy Kraken Launches Enterprise-Level Advisor Growth, Marketing Platform Nitrogen Releases Product Enhancements And New Features Across Its Platform FusionIQ, interVal Partner On Advisor Tech For The Great Wealth Transfer Registration Opens For Orion Ascent 2025 In Orlando New Fidelity Investments Tech Solutions Aim To Reduce RIA Cost, Resource Burdens Elements Launches ‘Target Scores’ Tool And Ambassador Program PreciseFP Launches Incentivized Referral Program Wells Fargo Sees Estate Care Customer Satisfaction Surge After Using AI READ MORE: https://lnkd.in/gRphyRMt #WealthManagement #FinancialAdvisors #Wealthtech #Fintech
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Updates
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Congratulations to Bridget Venus Grimes, CFP®, co-founder of Equita Financial Network, on being named Wealth Solutions Report's Recruiter of the Month! Under her leadership, Equita has welcomed three new member firms, growing to 10 advisory firms with $380 million in AUM. READ MORE: https://lnkd.in/gzfEb454 #wealthmanagement #financialadvisors #wealthmanagement
Deals & Recruiting Roundup: Equita, IEQ, Sequoia, Sanctuary, WSFS And More
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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
Wealthtech Roundup: AlphaTrAI, Nitrogen, Smarsh, Fidelity, Wells Fargo And More
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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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