WSR Newsroom

Regtech Surge: Regulators May Not Need New AI Rules To Enforce AI Failures

AI Governance Must Be Mapped Into Existing Compliance Categories, Including Recommendations, Controls, Recordkeeping And Data Entry, Rather Than Treated As A Tech Issue

By WSR Newsroom

/ 17 Aug 2026

Regtech Surge: Regulators May Not Need New AI Rules To Enforce AI Failures

Recruiting In The Summer Of 2026

Recruiting Leaders Discuss Seasonality, Advisor Engagement And Preparing For Fall Transitions

By WSR Newsroom

/ 13 Aug 2026

Dear Ryan: Measuring The Immeasurable

Ryan George Advises An RIA CTO Whose Board Wants An ROI On AI Investment But Who Believes That’s A Superficial Metric

By WSR Newsroom

/ 13 Aug 2026

Connected Data Is The New Alpha: The Conversation

Amplify Platform Executives Discuss Why Data Architecture Matters For Growth, AI And The Client Experience In Webinar

By WSR Newsroom

/ 12 Aug 2026

Connected Data Is The New Alpha: The Conversation

Beacon Pointe Advisors Chairman Joins AI-Platform Provider CogniCor’s Advisory Board

Palo Alto-Based Firm Aims To Increase RIA Capacity Through Strategic AI Applications

By WSR Newsroom

/ 12 Aug 2026

Beacon Pointe Advisors Chairman Joins AI-Platform Provider CogniCor’s Advisory Board

Prudential Advisors Recruits Former Ameriprise Advisor

Christopher Grella Joins Prudential Through NJ Wealth Partners In New Jersey

By WSR Newsroom

/ 12 Aug 2026

Prudential Advisors Recruits Former Ameriprise Advisor

Being A Fiduciary Is A Calling, Not A Slogan

Putting Clients First Should Be The Minimum Standard. The Real Differentiator Is Earning Trust.

By WSR Newsroom

/ 12 Aug 2026

Being A Fiduciary Is A Calling, Not A Slogan

Wealthtech Roundup: Envestnet, Mariner, Orion, Advyzon And More

News Featuring Envestnet, Feathery, Mariner, Smartria, d1g1t, Advyzon, OneDigital, F2 Strategy, Wipro, Orion, Arch And Mercer

By WSR Newsroom

/ 11 Aug 2026

Wealthtech Roundup: Envestnet, Mariner, Orion, Advyzon And More

Deals & Recruiting Roundup: Corient, Hightower, RBC, Cetera And More

Acquisitions By Corient, Hightower, AlphaCore, Sequoia, Wealth Enhancement And Allworth; Recruiting By RBC, Raymond James, Cetera, Savvy And Ameriprise; And Appointments By Perigon.

By WSR Newsroom

/ 11 Aug 2026

Deals & Recruiting Roundup: Corient, Hightower, RBC, Cetera And More

Feathery Launches AI-Powered Proposal Generation Tool

New Solution For Wealth Managers Designed To Help Firms Deliver Personalized Client Experience At Scale

By WSR Newsroom

/ 11 Aug 2026

Feathery Launches AI-Powered Proposal Generation Tool

Monthly RIA M&A Trends For July

July M&A Spanned Regional RIA Roll-Ups And A $48.4 Billion Asset-Manager Deal

By WSR Newsroom

/ 10 Aug 2026

Regtech Surge: Regulators May Not Need New AI Rules To Enforce AI Failures

Recruiting In The Summer Of 2026

Dear Ryan: Measuring The Immeasurable

Connected Data Is The New Alpha: The Conversation

Beacon Pointe Advisors Chairman Joins AI-Platform Provider CogniCor’s Advisory Board

Prudential Advisors Recruits Former Ameriprise Advisor

Being A Fiduciary Is A Calling, Not A Slogan

Feathery Launches AI-Powered Proposal Generation Tool

Monthly RIA M&A Trends For July

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