WSR Newsroom

Deals & Recruiting Roundup: Equitable, Ameriprise, Great Hill, DeVoe And More

Acquisitions By Equitable, OnePoint BFG And Great Hill. DeVoe On M&A Recordbreaking. Recruiting By Ameriprise, VestGen, Osaic, Prospera And Cetera. Elevation Point Partnering With OnBord. Capital Connect Partnering With Sowell. Appointment By FSI.

By WSR Newsroom

/ 4 Nov 2025

Deals & Recruiting Roundup: Equitable, Ameriprise, Great Hill, DeVoe And More

Congress Should Pass The Modern Worker Empowerment Act To Protect Independent Advisors

A Single Federal Standard Will Bring Clarity And Stability That Preserves Independence For Advisors

By WSR Newsroom

/ 30 Oct 2025

Congress Should Pass The Modern Worker Empowerment Act To Protect Independent Advisors

DAFs Have Untapped Potential To Connect Giving, Divestment And Reinvestment

Donor-Advised Funds Can Lock In 2025’s More Favorable Pre-OBBBA Tax Provisions With Future Grantmaking Flexibility

By WSR Newsroom

/ 29 Oct 2025

DAFs Have Untapped Potential To Connect Giving, Divestment And Reinvestment

How RIA Sellers Can Leverage A Saturated Buyer Market In Q4

Evaluating The Stability Of Established Buyers, Risks And Rewards Of Emerging Buyers, Integration Capacity, And How To Manage The Process

By WSR Newsroom

/ 28 Oct 2025

How RIA Sellers Can Leverage A Saturated Buyer Market In Q4

Regtech Surge: What HNW Clients Need To Know About AI-Enabled Cyberthreats

In Cybersecurity Month, Advisors Can Help Wealthy Clients Understand And Mitigate Increased Risks

By WSR Newsroom

/ 27 Oct 2025

Regtech Surge: What HNW Clients Need To Know About AI-Enabled Cyberthreats

Private Markets And The Future Of Portfolio Construction

Rethinking Risk And Return In A Changing Market

By WSR Newsroom

/ 22 Oct 2025

Private Markets And The Future Of Portfolio Construction

Wealthtech Roundup: Amplify, Tilt, Orion, Hamachi, Gregory FCA And More

News Featuring Amplify, Tilt, Orion, Hamachi, Gregory FCA, Zocks, Envestnet, Orion, MyVest, Praxis, Aladdin And Grantd

By WSR Newsroom

/ 21 Oct 2025

Wealthtech Roundup: Amplify, Tilt, Orion, Hamachi, Gregory FCA And More

RIA Sellers Are Getting Ruthlessly Practical

Culture Still Matters In M&A, But Operations, Infrastructure And Efficiency Are Increasingly Important

By WSR Newsroom

/ 21 Oct 2025

RIA Sellers Are Getting Ruthlessly Practical

From Automation To Emotion: AI’s Real Impact On Advisor-Client Relationships

AI Supports Individual Client Attention And Tracks What CRM’s Can’t

By WSR Newsroom

/ 20 Oct 2025

From Automation To Emotion: AI’s Real Impact On Advisor-Client Relationships

Investments Roundup: Arch, Pacific Life, Templeton, Morningstar, Simplify And More

News Featuring Arch, Pacific Life, Templeton, Morningstar, Simplify, CAIS, Oppenheimer, Raymond James, HFR, Private Advisor Group, SMArtX And Schwab

By WSR Newsroom

/ 14 Oct 2025

Investments Roundup: Arch, Pacific Life, Templeton, Morningstar, Simplify And More

Deals & Recruiting Roundup: RBC, MAI, Elevation Point, Dynasty, LPL And More

M&A By OneDigital, MAI And Elevation Point. Breakaways Launch OpenArc. Recruiting By LPL, Osaic And Carson. Partnerships By Cetera And Prudential. Custodian TradePMR Launches Incentives. Savvy Promotes In Its C-suite. RBC Recruits From JP Morgan.

By WSR Newsroom

/ 30 Sep 2025

Deals & Recruiting Roundup: RBC, MAI, Elevation Point, Dynasty, LPL And More

The AI Agent Is Only As Smart As Your Workflow

AI Agents Amplify The Need For Process Clarity. BPMN Is The Operating Manual That Provides That Clarity For Intelligent Automation.

By WSR Newsroom

/ 30 Sep 2025

John O’Connell, Founder & CEO, The Oasis Group

Congress Should Pass The Modern Worker Empowerment Act To Protect Independent Advisors

DAFs Have Untapped Potential To Connect Giving, Divestment And Reinvestment

How RIA Sellers Can Leverage A Saturated Buyer Market In Q4

Regtech Surge: What HNW Clients Need To Know About AI-Enabled Cyberthreats

Private Markets And The Future Of Portfolio Construction

RIA Sellers Are Getting Ruthlessly Practical

From Automation To Emotion: AI’s Real Impact On Advisor-Client Relationships

The AI Agent Is Only As Smart As Your Workflow

3 articles left!

Just one quick step