WSR Newsroom

Wealthtech Roundup: LPL, Mercer, Wealth.com, Snappy Kraken And More

News Featuring LPL, Envestnet, BlackRock, TIFIN AG, Wealth.com, BetaNXT, Zocks, Mercer, Snappy Kraken, GReminders And BridgeFT, Plus Reports From F2 Strategy and The Oasis Group

By WSR Newsroom

/ 6 May 2025

Wealthtech Roundup: LPL, Mercer, Wealth.com, Snappy Kraken And More

Deals & Recruiting Roundup: F2 Strategy, Merit, CW, Great Hill And More

Acquisitions Including F2 Strategy, Merit, Modern Wealth And CW. Minority Stake By Great Hill. M&A Report By DeVoe. Recruiting By Arkadios. Partnerships By Integrated And Summit. Appointments By IFG, Sowell And Docupace.

By WSR Newsroom

/ 6 May 2025

Deals & Recruiting Roundup: F2 Strategy, Merit, CW, Great Hill And More

Why ‘Set it And Forget It’ Causes Risks For Special Needs Financial Planning

Advising Special Needs Clients Requires Special Tools Include ABLE Accounts, Special Needs Trusts And Ongoing Estate Planning

By WSR Newsroom

/ 6 May 2025

Stephanie Selbach, Advisor & Assistant Vice President, Wealthspire Advisors

Strategies For Rethinking Fee Structures In Volatile Markets

Monthly And Subscription-Based Fees Have Advantages Compared To Traditional Quarterly Billing

By WSR Newsroom

/ 30 Apr 2025

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

Deals & Recruiting Roundup: Lido, Altruist, ECHELON, Elevation Point And More

M&A By Lido. Funding Round By Altruist. ECHELON M&A Report. Minority Investment By Elevation Point. Recruitment By RFG, Raymond James, DayMark, Strategic Blueprint and Kestra. Appointments By SEIA And Sound Income Group. And Merrill Sees An Exit To RBC.

By WSR Newsroom

/ 29 Apr 2025

Deals & Recruiting Roundup: Lido, Altruist, ECHELON, Elevation Point And More

The Future Of Estate Planning Is AI-Powered, Advisor-Led And Client-Focused

Human-Guided AI Is Transforming Estate Planning By Equipping Advisors, And We’re Just In The Early Stages

By WSR Newsroom

/ 24 Apr 2025

Seungwoo Son, Vice President of Applied AI, wealth.com

Why ‘Don’t Fix What Isn’t Broken’ Is Breaking Your Firm

Technology Upgrades Aren’t Enough. Upgrade Your Processes And Evolve Continually.

By WSR Newsroom

/ 23 Apr 2025

Randy Lambert, Head of RIA Solutions, Intention.ly

The Evolution Of Retirement Plans: What Plan Sponsors Need To Know

In 2025 And Beyond, Retirement Plans Must Holistically Address Employee Stress, Needs And Financial Wellness

By WSR Newsroom

/ 23 Apr 2025

Christian Mango, EVP & National Practice Leader of Retirement Plan Services, Alera Group

Regtech Surge: The Compliance Challenge

Technology Solutions Help With Compliance Issues Such As Data Security, Audit Trails, Siloed Data, Policy Gaps And More

By WSR Newsroom

/ 23 Apr 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Deals & Recruiting Roundup: EP Wealth, Constellation, Schwab, Creative Planning And More

Acquisitions By EP Wealth, Creative Planning And Pure Financial. Recruiting By Bleakley, Stifel, RBC And Raymond James. Constellation Stakes Procyon. Schwab Stakes Wealth.com. Perigon, Savvy And InvestCloud Make Appointments.

By WSR Newsroom

/ 22 Apr 2025

Deals & Recruiting Roundup: EP Wealth, Constellation, Schwab, Creative Planning And More

Investments Roundup: CAIS, Robinhood, Blackrock, HFR And More

News Featuring CAIS, Robinhood, BlackRock, HFR, State Street, Ethic, Precidian, Oppenheimer, GBI, World, Janus Henderson, Guardian, Lazard And Schwab.

By WSR Newsroom

/ 15 Apr 2025

Investments Roundup: CAIS, Robinhood, Blackrock, HFR And More

Deals & Recruiting Roundup: Modern Wealth, Ameriprise, Docupace And More

Acquisitions By Modern Wealth, Bain Capital And Prospera. Recruiting By Ameriprise, Osaic And Raymond James. Alaris On Retaining Clients During Transition. Merit Partners With Fidelity. Appointments By Crescent Grove, Soltis, Bluespring and Docupace.

By WSR Newsroom

/ 15 Apr 2025

Jason Gordo, Ellen Cooper and Pradeep Jayaraman

Why ‘Set it And Forget It’ Causes Risks For Special Needs Financial Planning

Strategies For Rethinking Fee Structures In Volatile Markets

The Future Of Estate Planning Is AI-Powered, Advisor-Led And Client-Focused

Why ‘Don’t Fix What Isn’t Broken’ Is Breaking Your Firm

The Evolution Of Retirement Plans: What Plan Sponsors Need To Know

Regtech Surge: The Compliance Challenge

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