WSR Newsroom

Inherited Treasures, Complex Decisions

The Planning Considerations Families Face When Art And Valuable Collections Pass To The Next Generation

By WSR Newsroom

/ 5 Aug 2026

$300 Million Abound Advisors Joins Prospera

Texas- And California-Based Firm Says It Selected Prospera For ‘Personal Touch’ And Rising Technologies

By WSR Newsroom

/ 5 Aug 2026

$300 Million Abound Advisors Joins Prospera

IFG Recruits Over $1 Billion In Assets, Begins National Conference

Earlier This Year, The Firm Added Recruiters In Multiple Regions And Expanded Its Onboarding And Transition Team

By WSR Newsroom

/ 4 Aug 2026

IFG Recruits Over $1 Billion In Assets, Begins National Conference

Haven Tower Adds Former Kestra President Stephen Langlois To Its Board Of Advisors

Langlois Brings Platform Leadership And Wealthtech Experience As The Communications Firm Approaches Its 15th Anniversary

By WSR Newsroom

/ 4 Aug 2026

Haven Tower Adds Former Kestra President Stephen Langlois To Its Board Of Advisors

VestGen Wealth Expands Zocks Relationship To Enhance Organic Growth

Zocks’ AI-Based Tools Designed To Further Automate Tasks And Provide Data-Informed Insights About Potential Clients And Growth Opportunities

By WSR Newsroom

/ 4 Aug 2026

VestGen Wealth Expands Zocks Relationship To Enhance Organic Growth

WSRIA Roundup: EP Wealth, Berkshire, Hightower, Lido And More

Acquisitions By EP Wealth, Clearstead, Hightower, Caprock And Arax; Bartholomew Launches; Recruiting By Aspen; Vanilla Partners With Callan; Lido Appoints CFO; And Research By DeVoe, Berkshire And Cerulli

By WSR Newsroom

/ 4 Aug 2026

WSRIA Roundup: EP Wealth, Berkshire, Hightower, Lido And More

Deals & Recruiting Roundup: UBS, Merit, ECHELON, Corient And More

CAIS And F.L.Putnam Receiving Investments; Acquisitions By Corient, Merit, WealthReach And Wealth Enhancement; Recruiting By Raymond James, UBS And Carson; LPL Launches Tech Framework; And Research By ECHELON And Snappy Kraken.

By WSR Newsroom

/ 4 Aug 2026

Deals & Recruiting Roundup: UBS, Merit, ECHELON, Corient And More

FMG Suite Adds Executives With A Focus On AI Innovation And Enterprise Growth

Hires From EY-Parthenon, Bain, Goldman Sachs, Salesforce, IBM And ISS To Help Firm Scale Its Compliant Growth Platform

By WSR Newsroom

/ 4 Aug 2026

FMG Suite Adds Executives With A Focus On AI Innovation And Enterprise Growth

Scaling Smart: How RIA Acquirers Are Building Centralized Services In A Digital Era

CEOs Discuss Factors Affecting Scale And Tech Integration, Including AI, Proprietary Technologies And Integrated Service Models

By WSR Newsroom

/ 30 Jul 2026

Scaling Smart: How RIA Acquirers Are Building Centralized Services In A Digital Era

WSR Opens Nominations For Inaugural Top Financial Advisor Recruiters Of The Year

Recognition Honors Top Five Third-Party Recruiters Based On Total Assets Successfully Transitioned Over Past 12 Months, Industry Expertise, Demonstrated Thought Leadership And Enterprise Relationships

By WSR Newsroom

/ 29 Jul 2026

WSR Opens Nominations For Inaugural Top Financial Advisor Recruiters Of The Year

RFG Advisory Implements Feathery-Designed Workflow Platform

The Platform Speeds Client Onboarding And Supports Faster Advisor Transitions, Said Feathery

By WSR Newsroom

/ 29 Jul 2026

RFG Advisory Implements Feathery-Designed Workflow Platform

PRI Expands Retirement Plan Leadership Across Compliance, Pooled Plan And Legal Affiliates

Firm Said Appointments Are Part Of Two-Year Plan To Expand Leadership And Capabilities

By WSR Newsroom

/ 29 Jul 2026

PRI Expands Retirement Plan Leadership Across Compliance, Pooled Plan And Legal Affiliates

Inherited Treasures, Complex Decisions

$300 Million Abound Advisors Joins Prospera

IFG Recruits Over $1 Billion In Assets, Begins National Conference

Haven Tower Adds Former Kestra President Stephen Langlois To Its Board Of Advisors

VestGen Wealth Expands Zocks Relationship To Enhance Organic Growth

Scaling Smart: How RIA Acquirers Are Building Centralized Services In A Digital Era

WSR Opens Nominations For Inaugural Top Financial Advisor Recruiters Of The Year

RFG Advisory Implements Feathery-Designed Workflow Platform

PRI Expands Retirement Plan Leadership Across Compliance, Pooled Plan And Legal Affiliates

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