WSR Newsroom

Holistiplan Appoints Stephen Langlois To Board Of Directors

Former Kestra And Fidelity Executive To Advise Software Provider On Market Share And Advisor Adoption

By WSR Newsroom

/ 27 Mar 2026

Holistiplan Appoints Stephen Langlois To Board Of Directors

Independent Financial Group Launches Impact For Good Charitable Foundation

Foundation To Serve As Centerpiece Of IFG’s Initiative To Deepen Community Engagement And Employee Giving

By WSR Newsroom

/ 26 Mar 2026

Independent Financial Group Launches Impact For Good Charitable Foundation

Composition Wealth Onboards $900 Million Edgewater From Northwestern Mutual

Tacoma, Washington-Based Firm Strengthens Composition Wealth’s Pacific Northwest Presence

By WSR Newsroom

/ 25 Mar 2026

Prudential Advisors’ Buckley Elected Secretary Of Finseca

Moira Buckley Begins Four-Year Leadership Term Leading To Finseca Presidency In 2028-29

By WSR Newsroom

/ 24 Mar 2026

Prudential Advisors’ Buckley Elected Secretary Of Finseca

Investments Roundup: iCapital, Schwab, Morningstar, Envestnet And More

News Featuring iCapital, Morningstar, Fidelity, Direxion, iAltA, Schwab, Teucrium, William Blair, HFR, Gridline, AdvisorEngine And Envestnet

By WSR Newsroom

/ 24 Mar 2026

Investments Roundup: iCapital, Schwab, Morningstar, Envestnet And More

Deals & Recruiting Roundup: Goldman, Edelman, RBC, Carson And More

Minority Stakes By Summit And Goldman Sachs; Recruiting By RBC, Raymond James, Carson, LPL, Stratos And Cetera; Edelman Launches Ownership Program; And Appointments By F2, Perigon And Republic.

By WSR Newsroom

/ 24 Mar 2026

Deals & Recruiting Roundup: Goldman, Edelman, RBC, Carson And More

Purposeful And Purpose-Filled Philanthropy

Wealth Management Clients Want To Talk To You About Philanthropy – An Important Part of Well-Being For Clients, Firms And Communities

By WSR Newsroom

/ 19 Mar 2026

Purposeful And Purpose-Filled Philanthropy

Going Beyond AUM – Redefining Advisor Success

Success Is Found In Balance, Meaningful Work And Health. Assets Aren’t Achievement, But A Result Of Achievement.

By WSR Newsroom

/ 19 Mar 2026

Going Beyond AUM – Redefining Advisor Success

The Firms That Win From Here Won’t Be The Ones That Waited

In An Era Defined By Noise, Disruption And Relentless Change, The Most Dangerous Move A Wealth Management Leader Can Make Is To Slow Down.

By WSR Newsroom

/ 18 Mar 2026

The Firms That Win From Here Won’t Be The Ones That Waited

Deals & Recruiting Roundup: Savant, Hightower, Osaic And More

Acquisitions By Savant, Wealth Enhancement, Hightower, Aspen Standard, Carson And MCF; J.C. Flowers Backing Accelerated Wealth; Recruiting By Osaic; Sowell Partners With Altruist; Mercer Launches Women’s Practice; And Appointments By Cambridge And Wealth.com.

By WSR Newsroom

/ 10 Mar 2026

Deals & Recruiting Roundup: Savant, Hightower, Osaic And More

SurgeONE.ai To Consolidate Regulatory Tech Stack For United Planners

Partnership Brings United Planners’ Compliance Automation, Cybersecurity And Data Integration Onto A Single AI-Based Platform

By WSR Newsroom

/ 4 Mar 2026

SurgeONE.ai To Consolidate Regulatory Tech Stack For United Planners

Holistiplan Appoints Stephen Langlois To Board Of Directors

Independent Financial Group Launches Impact For Good Charitable Foundation

Composition Wealth Onboards $900 Million Edgewater From Northwestern Mutual

Prudential Advisors’ Buckley Elected Secretary Of Finseca

Purposeful And Purpose-Filled Philanthropy

Going Beyond AUM – Redefining Advisor Success

The Firms That Win From Here Won’t Be The Ones That Waited

SurgeONE.ai To Consolidate Regulatory Tech Stack For United Planners

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