WSR Honors Outstanding Professional Services Firms Every industry needs specialists – those professionals who come from a unique place of distilled knowledge and experience – to serve the rest of the industry in meeting challenges. In wealth management, consultants and subject matter experts of various backgrounds provide the extra guidance needed for advisors, RIAs and
The impulse to do good while doing well is much older than popular acronyms like ESG and SRI might suggest. In fact, impact investing dates as far back as the 1800s. It’s human nature – and a product of both altruism and self-interest – to assist others and promote communal well-being: it’s the “rising tide lifts
For as much as the term “disruption” is used in connection with the technology sector, when it comes to wealthtech solutions provides who serve the RIA channel, it is frequently about both evolution as well as revolution. Over the past 15 years, the rapid growth of the RIA channel helped drive a proliferation of third-party
Experts From NewEdge Capital Group, Prospera Financial Services, Berkshire Global Advisors And Fusion Financial Partners Discuss What’s Driving M&A In 2024 Larry Roth 4th Week Of March, 2024 7 minute read Larry Roth is CEO of Wealth Solutions Report and Managing Partner of RLR Strategic Partners. Going by recent headlines, deal-making in the first quarter
The signals sometimes seem conflicting. The advisor population is aging, with little new blood to replace it—the average advisor is in their mid-50s, and industry conferences are dominated by grey-haired professionals. It seems like, at least on paper, it would be a buyer’s market out there, favoring advisors who are looking to acquire or merge
December 27, 2020 To our valued clients and partners, As we near the end of 2020, I cannot help but reflect on words my Phi Gamma Delta fraternity brothers and I learned many years ago from one of our alumni, the 30th President of the United States, Calvin Coolidge. Let’s
CARLSBAD, Calif., Dec. 10, 2020 /PRNewswire/ — The rapid evolution of the wealth management industry in the last few years has been driven by advances in technology. With that in mind, the founders of Fusion Financial Partners have launched FusionNetix™ (fusionnetix.com), a new firm created to deliver white-glove managed IT services, cybersecurity expertise, and IT consulting
Boston-based Mayflower Advisors spent 15 years affiliated with Wells Fargo. Ian Wenik 02 December 2020, 11:57 (article from CityWireUSA) A 35-person team formerly affiliated with Wells Fargo’s FiNet has exited the wirehouse to set up its own independent RIA. Boston-based Mayflower Advisors, which employs 16 advisors, plans to use Pershing as its primary custodian. The
SAN DIEGO, Oct. 6, 2020 /PRNewswire/ — Fusion Financial Partners, the premier consulting firm specialized in the area of transformative business consulting for RIAs, today announces the hire of John DiBenedetto as Managing Director, Strategic Partnerships. With more than 25 years of industry experience, Mr. DiBenedetto will broaden Fusion Financial Partner’s institutional consulting services by overseeing the firm’s
In partnership with Mirador, we’ve launched a new technology called ScoreCard and expanded our team of bespoke tech experts in RIAs. Fusion Financial Partners has expanded its suite of offerings for RIAs with the launch of its new Fusion Technology Solutions department, a joint venture partnership with Mirador, LLC, a leading provider of bespoke portfolio-performance
