WSR Newsroom

BridgePort Hires Former Osaic M&A Executive Tina Decker

Tina Decker Will Lead The Fee-Only RIA’s M&A Strategy And Execution

By WSR Newsroom

/ 10 Sep 2026

BridgePort Hires Former Osaic M&A Executive Tina Decker

Dear Ryan: Technically Compliant, Culturally Complicit

Ryan George Advises A Compliance Leader On How to Turn A Regulatory Failure Into A Productive Leadership Discussion

By WSR Newsroom

/ 10 Sep 2026

Dear Ryan: Technically Compliant, Culturally Complicit

CogniCor Launches New Advisory Board

Six Industry Leaders Join Shannon Eusey On Board As CogniCor Targets RIA Growth

By WSR Newsroom

/ 9 Sep 2026

The Final Four – What Investment Experts Are Watching In The Remaining Months Of 2026

Five Investment Leaders Point To AI Valuations, Fed Policy, The Midterms And Geopolitical Risks As Key Year-End Variables

By WSR Newsroom

/ 9 Sep 2026

The Final Four – What Investment Experts Are Watching In The Remaining Months Of 2026

Our First Five Podcasts And How RIAs Can Decide Whether To Launch A Podcast

Plus Our Deals & Recruiting And Wealthtech Roundups; Our Annual Guide To Asset Management Conferences; AI And Growth; FSI’s Recommendations To Congress; How AI Notetakers Introduce Liability; Recruiting By Prudential, Cetera And Oppenheimer; RIA M&A Trends; Sequoia’s Purchase; And More

By WSR Newsroom

/ 9 Sep 2026

Our First Five Podcasts And How RIAs Can Decide Whether To Launch A Podcast

Wealthtech Roundup: WealthReach, NewEdge, AssetMark And More

News Featuring WealthReach, Feathery, FINNY, NewEdge, DeepVest, SEI, Mili, AmeriFlex, Practifi, AssetMark, Osaic And FP Alpha

By WSR Newsroom

/ 8 Sep 2026

Wealthtech Roundup: WealthReach, NewEdge, AssetMark And More

Deals & Recruiting Roundup: Aquiline, Allworth, NewEdge And More

Acquisitions By Allworth, Sequoia, Savant, F.L.Putnam And Summit; Aquiline Invests In Flourish; New Mountain Exits Lincoln Investment; Recruiting By NewEdge, Prospera, Cetera And Osaic; And An Appointment By Merit

By WSR Newsroom

/ 8 Sep 2026

Deals & Recruiting Roundup: Aquiline, Allworth, NewEdge And More

Monthly RIA M&A Trends For August

Boutique Deals Dominate In Number While A Handful Of Large Firms Dominate AUM

By WSR Newsroom

/ 8 Sep 2026

FSI: Five Ways Congress Can Deliver For Investors

Congress Should Enact Legislation On Advisor Compensation, Financial Exploitation, Tax Treatment For Investors, Protection For ‘Abandoned’ Investments And The Taxation Of Fraud Victims

By WSR Newsroom

/ 8 Sep 2026

FSI: Five Ways Congress Can Deliver For Investors

Prudential Advisors Recruits Zachary Karason To Mid America Financial Group

Cleveland-Based Advisor Previously Worked At U.S. Bancorp Advisors And Merrill Lynch

By WSR Newsroom

/ 4 Sep 2026

Prudential Advisors Recruits Zachary Karason To Mid America Financial Group

Your AI Notetaker Just Became A Liability

A Federal Judge’s Decision To Let Wiretap Claims Proceed Raises New Consent Risks For Wealth Management Firms

By WSR Newsroom

/ 3 Sep 2026

Your AI Notetaker Just Became A Liability

BridgePort Hires Former Osaic M&A Executive Tina Decker

Dear Ryan: Technically Compliant, Culturally Complicit

CogniCor Launches New Advisory Board

The Final Four – What Investment Experts Are Watching In The Remaining Months Of 2026

Monthly RIA M&A Trends For August

FSI: Five Ways Congress Can Deliver For Investors

Prudential Advisors Recruits Zachary Karason To Mid America Financial Group

Your AI Notetaker Just Became A Liability

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