WealthManagement Edge

The digital lead generation provider is banking on its proprietary technology to stand out in a crowded field.

The firm’s proprietary Relationship Quality Index combines multiple metrics, based on a 14-question survey, to measure the quality of client relationships.

“It’s not really a matter of if; it’s a matter of when Sanctuary is more acquisitive in the marketplace,” said Sanctuary CEO Adam Malamed.

Joe Duran has named Terri Kallsen, former WEG and Schwab executive, as managing partner and senior operating advisor at Rise Growth Partners.

The four-member Bridgeline Wealth Partners is the latest to join Rockefeller Global Family Office.

The latest defections include three advisors and an analyst who joined Kestra’s Private Wealth Services unit.

Steward Partners adds the first team to its IAR-only channel, Allworth Financial names a new CEO and other news from Wealth Enhancement Group, EP Wealth Advisors, Kestra PWS, Gaddis Premier Wealth Advisors and Pitcairn.

Quotient Wealth Partners, a new RIA created by Goldman PFM defectors, adds more advisors, as does Meridian and Advisors Capital.

Lessons learned to help companies avoid missteps when changing their technology stacks.