WSR Newsroom

AI Is Reshaping RIA Valuations As Tech-Forward Firms Command Premiums

Valuations Rise For Firms With AI-Based, Properly Integrated Technology

By WSR Newsroom

/ 4 Feb 2026

AI Is Reshaping RIA Valuations As Tech-Forward Firms Command Premiums

Fox-Foley Tapped To Lead Marketing At Sanctuary Wealth

Fox-Foley Tasked With Advancing The Firm’s Growth Priorities, Brand Strategy And Affiliate Support

By WSR Newsroom

/ 4 Feb 2026

Fox-Foley Tapped To Lead Marketing At Sanctuary Wealth

Deals & Recruiting Roundup: Corient, LPL, Elevation Point, Bluespring, AssetMark And More

M&A By Corient And Bluespring. Report From Berkshire Global. Strategic Initiatives By AssetMark And Wealth.com. Recruiting By LPL, Elevation Point And NewEdge. Launch By Farmers. Lifeworks Partners With Altruist. Appointments By FFP And Sowell.

By WSR Newsroom

/ 3 Feb 2026

Deals & Recruiting Roundup: Corient, LPL, Elevation Point, Bluespring, AssetMark And More

More Tools, More Risk: Five Steps To Solve The Fragmented Compliance Problem

Off-Channel Communications Fines Reach Into The Billions, But Advisors Can Minimize Their Risk

By WSR Newsroom

/ 2 Feb 2026

More Tools, More Risk: Five Steps To Solve The Fragmented Compliance Problem

NewEdge Recruits $1.4 Billion ClearTrust

Former Ameriprise Team Of 24 Is Based In Nashville Area

By WSR Newsroom

/ 30 Jan 2026

NewEdge Recruits $1.4 Billion ClearTrust

Farmers Launches RIA Farmers Asset Management

Full-Service RIA To Enhance Farmers’ Existing Wealth Management Capabilities

By WSR Newsroom

/ 29 Jan 2026

Farmers Launches RIA Farmers Asset Management

Sowell Management Names Daryl Seaton As CEO

Founder Bill Sowell Takes Role Of Chief Strategy Officer

By WSR Newsroom

/ 29 Jan 2026

Sowell Management Names Daryl Seaton As CEO

Berkshire Global: U.S. RIA Deal Volume Sets Record In 2025

Report Counts 349 Transactions, Cites Succession Dynamics And Platform Expansion, With Parallel Consolidation Themes In The U.K. And Australia

By WSR Newsroom

/ 28 Jan 2026

Berkshire Global: U.S. RIA Deal Volume Sets Record In 2025

Deals & Recruiting Roundup: Allworth, LPL, Cetera, RBC And More

Acquisitions By Choreo, Cetera, Allworth And Modern Wealth; DeVoe Shows Record M&A; Recruiting By RBC And Alluvial; Ascentis Launches; LPL Partners With Wealth.com; And Appointments By Collaborative Capital, Oppenheimer And The CFP Board.

By WSR Newsroom

/ 27 Jan 2026

Deals & Recruiting Roundup: Allworth, LPL, Cetera, RBC And More

The Future Of Independence Is Being Shaped Today

Independence Is No Longer Simply Defined, And The Industry Must Adapt

By WSR Newsroom

/ 22 Jan 2026

The Future Of Independence Is Being Shaped Today

Prudential Announces AI Upgrades For Advisor Leads Programs

The Firm Embedded AI Into Its Leads Platform To Improve Lead Quality And Increase Conversion Rates

By WSR Newsroom

/ 22 Jan 2026

Prudential Announces AI Upgrades For Advisor Leads Programs

Top 5 Most-Read Articles Of January

AI Is Reshaping RIA Valuations As Tech-Forward Firms Command Premiums

Fox-Foley Tapped To Lead Marketing At Sanctuary Wealth

More Tools, More Risk: Five Steps To Solve The Fragmented Compliance Problem

NewEdge Recruits $1.4 Billion ClearTrust

Farmers Launches RIA Farmers Asset Management

Sowell Management Names Daryl Seaton As CEO

Berkshire Global: U.S. RIA Deal Volume Sets Record In 2025

The Future Of Independence Is Being Shaped Today

Prudential Announces AI Upgrades For Advisor Leads Programs

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