WSR Newsroom

Feathery Cuts Sequoia’s Custodian Account Opening Time By 45%

RIA Reports Significant Time Saving Using AI-Native Data And Workflow Platform

By WSR Newsroom

/ 11 Jun 2026

Feathery Cuts Sequoia’s Custodian Account Opening Time By 45%

Carrick Lane Adds Former Goldman Strategist John Marshall As Senior Partner

Marshall Will Focus On Strategy And Product Development For Firm Specializing In Options Strategies

By WSR Newsroom

/ 11 Jun 2026

Carrick Lane Adds Former Goldman Strategist John Marshall As Senior Partner

Technology: The Great Relationship Enabler

AI And Technology Tools Should Be Optimized For Advisors To Provide A Human-First Approach In Client Service

By WSR Newsroom

/ 10 Jun 2026

Technology: The Great Relationship Enabler

Cambridge Adds $25 Million In Recruited Revenue In Q1

Growth Reflects Advisor Demand For Stability, Partnership And Independence, Said Firm

By WSR Newsroom

/ 10 Jun 2026

Cambridge Adds $25 Million In Recruited Revenue In Q1

Genesis Wealth Crosses $3 Billion In Assets

Growth Achieved Organically And Through Advisor Recruitment, Without Mergers, Acquisitions Or Tuck-Ins

By WSR Newsroom

/ 10 Jun 2026

Genesis Wealth Crosses $3 Billion In Assets

The Lead: The “BIG ONE” is coming

Well, buckle up. We’re heading into what pundits, analysts, and people with no hobbies are calling the biggest week ever. Markets might even pretend to care. But don’t

By WSR Newsroom

/ 9 Jun 2026

Wealthtech Roundup: AlTi, Orion, Envestnet And More

News Featuring AlTi, Orion, Envestnet, Asset-Map, VastAdvisor, FIS, Field, FMG, Dispatch, Hightower, TradePMR And SEIA

By WSR Newsroom

/ 9 Jun 2026

Wealthtech Roundup: AlTi, Orion, Envestnet And More

Deals & Recruiting Roundup: Focus, MAI, Lincoln, RBC And More

Acquisitions By Focus, Modern, CW Advisors And MAI; Recruiting By Raymond James, Perennial, Dynasty, LPL And DayMark; Appointments By Lincoln And RBC; And Research By Ficomm

By WSR Newsroom

/ 9 Jun 2026

Deals & Recruiting Roundup: Focus, MAI, Lincoln, RBC And More

Founders Should Plan A Legacy, Not Simply An Exit

First Design A Vision For The Firm’s And Founder’s Future Including Family, Clients, Employees And Community, Then Design The Deal To Achieve That Vision

By WSR Newsroom

/ 8 Jun 2026

Obituary For Tina C. Powell

Intention.ly Partner And Chief Of Community Passes

By WSR Newsroom

/ 8 Jun 2026

Sanctuary Recruits Wirehouse Breakaway Valen Private Capital

Former $477 Million Merrill Advisor Launches Independent Firm Serving Ultra-High Net Worth Clients

By WSR Newsroom

/ 8 Jun 2026

Sanctuary Recruits Wirehouse Breakaway Valen Private Capital

Feathery Cuts Sequoia’s Custodian Account Opening Time By 45%

Carrick Lane Adds Former Goldman Strategist John Marshall As Senior Partner

Technology: The Great Relationship Enabler

Cambridge Adds $25 Million In Recruited Revenue In Q1

Genesis Wealth Crosses $3 Billion In Assets

The Lead: The “BIG ONE” is coming

Founders Should Plan A Legacy, Not Simply An Exit

Obituary For Tina C. Powell

Sanctuary Recruits Wirehouse Breakaway Valen Private Capital

3 articles left!

Just one quick step