LSEG’s Workspace platform — along with a messaging service used by traders, bankers and analysts — will be integrated into Microsoft 365 and Teams.

Latest research from WMIQ and Pershing highlights how financial advisory firms are building teams to meet their own expectations for growth in 2023, despite the economic and market head winds.

The merger represents Hightower’s seventh deal this year and third merger it has facilitated between firms.

Fieldpoint Private exits the advisory business as Mercer acquires two firms this week and Mariner, Waverly and Kestra all add one.

The company also obtained a minority ownership stake in FCF Advisors as of last month, the New York-based boutique asset management firm and index provider Shea previously led.

As more advisors move to RIA affiliations, the firms are beginning to replicate their broker/dealer counterparts in terms of legal restrictions on advisors, according to Hamburger Law Chief Litigation Officer Sharron Ash.

The wealth management industry has entered the phase where marketing must produce business results, according to speakers at the MarketCounsel Summit.

The financial services matchmaker and RIA investor are joining forces to provide succession seekers with more than just an introduction.