WealthManagement Edge

Prospera Generational Wealth leverages internal and outsourced talent to offer the firm's wealthiest families a broader range of services.

Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.

WPCG and HGGC have partnered up again, this time in Dallas, to support an inorganic growth strategy at a well-positioned RIA.

Morningstar research finds trust, communication and behavioral guidance may be more important to client retention than returns on investment.

Allworth has acquired Tridea Advisors, a local RIA with $341 million in assets, and Capital Point Financial Group, a Glenview, Ill.- and Sarasota, Fla.-based firm with $280 million in assets.

Also this week, DSJ has created a new RIA, Buckingham picked up a Detroit firm, Atria poached an Osaic team with $420 million, and St. Louis-based Krilogy announced three acquisitions in 2023.

Mike Esson, chief information security officer of $6 billion AUM Plancorp, seeks an edge through the latest technology but always weighs it against data security.