WSR Newsroom

Deals & Recruiting Roundup: Carlyle, Modern Wealth, LPL And More

Carlyle Stakes MAI; Acquisitions By Modern Wealth, Mercer, NorthRock, Integrated, Savant, EP Wealth And Cambridge; Recruiting By Lincoln Investment And LPL; And Appointments By Moneta And Oppenheimer

By WSR Newsroom

/ 7 Apr 2026

Deals & Recruiting Roundup: Carlyle, Modern Wealth, LPL And More

The Efficiency Illusion: ‘Busy’ RIAs Are Quietly Capping Their Growth And Value

Efficiency Comes From Standardization And Simplification, And You Don’t Have To Sacrifice Relationships To Make It Happen

By WSR Newsroom

/ 6 Apr 2026

The Efficiency Illusion: ‘Busy’ RIAs Are Quietly Capping Their Growth And Value

Insurance Firms Are Leaning Into Wealth Management With Impressive Results

The Growing Intersection Of Insurance And Wealth Management Is Reshaping Advisor Choices

By WSR Newsroom

/ 6 Apr 2026

Insurance Firms Are Leaning Into Wealth Management With Impressive Results

CogniCor Case Study Demonstrates Time Savings

Study Finds RIA Plancorp Saved Between Three And 10 Hours Per Day Using Intelligence Layer To Integrate Workflows

By WSR Newsroom

/ 3 Apr 2026

CogniCor Case Study Demonstrates Time Savings

Socium Advisors Merges With $1.6 Billion Amplify Wealth Partners

Deal Increases Socium’s Assets To $4.3 Billion And Expands Its Footprint Into Wisconsin

By WSR Newsroom

/ 2 Apr 2026

Socium Advisors Merges With $1.6 Billion Amplify Wealth Partners

Artisancap Adds $3.4 Billion In Assets Since January 2025

Firm CEO And President Attributes Success To Culture And Community

By WSR Newsroom

/ 2 Apr 2026

Artisancap Adds $3.4 Billion In Assets Since January 2025

Dear Ryan – Wealthtech Industry Advice For All

Docupace CMO Ryan George Advises A COO Who Feels The CEO Isn’t Listening

By WSR Newsroom

/ 1 Apr 2026

Dear Ryan – Wealthtech Industry Advice For All

Cambridge Launches AI-Enabled Chat Assistant

‘Indy’ Is Trained On Cambridge Data And Incorporates Regulatory Compliance Into Its Design

By WSR Newsroom

/ 31 Mar 2026

Cambridge Launches AI-Enabled Chat Assistant

Wealthtech Roundup: Envestnet, Orion, Nitrogen And More

News Featuring Envestnet, Orion, JIFFYAI, SurgeONE.ai, eMoney, Nitrogen, april, Arch, Jump, OneVest, Oasis Group, Apex, Conquest, WealthFeed And Altruist

By WSR Newsroom

/ 31 Mar 2026

Wealthtech Roundup: Envestnet, Orion, Nitrogen And More

Deals & Recruiting Roundup: Composition, Cyndeo, Amplify And More

M&A By Composition, Beacon Pointe, Verdence, Accelerated Wealth And Creative Planning; Recruiting By Cyndeo, Raymond James And LPL; And Appointments By Amplify, PPB, Cetera And Howard Capital

By WSR Newsroom

/ 31 Mar 2026

Deals & Recruiting Roundup: Composition, Cyndeo, Amplify And More

How To Build A Firm That Thrives For Decades

Succession Planning Supports Growth And Protects Clients. Waiting To Plan Is Risky.

By WSR Newsroom

/ 30 Mar 2026

How To Build A Firm That Thrives For Decades

The Efficiency Illusion: ‘Busy’ RIAs Are Quietly Capping Their Growth And Value

Insurance Firms Are Leaning Into Wealth Management With Impressive Results

CogniCor Case Study Demonstrates Time Savings

Socium Advisors Merges With $1.6 Billion Amplify Wealth Partners

Artisancap Adds $3.4 Billion In Assets Since January 2025

Dear Ryan – Wealthtech Industry Advice For All

Cambridge Launches AI-Enabled Chat Assistant

How To Build A Firm That Thrives For Decades

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