Latest News from WSR

Prudential Advisors Recruits Zachary Karason To Mid America Financial Group

Cleveland-Based Advisor Previously Worked At U.S. Bancorp Advisors And Merrill Lynch

By WSR Newsroom

/ 4 Sep 2026

Prudential Advisors Recruits Zachary Karason To Mid America Financial Group

New Mountain Capital Exits Lincoln Investment

New Mountain’s Exit Returns The $63 Billion Broker-Dealer And RIA To Family And Advisor Ownership

By Jeff Berman

/ 3 Sep 2026

New Mountain Capital Exits Lincoln Investment

Your AI Notetaker Just Became A Liability

A Federal Judge’s Decision To Let Wiretap Claims Proceed Raises New Consent Risks For Wealth Management Firms

By WSR Newsroom

/ 3 Sep 2026

Your AI Notetaker Just Became A Liability

WSR Podcasts Launch And Building AI Infrastructure

Plus Our Deals & Recruiting And WSRIA Roundups, Client Interaction Before Meeting, Paths To Growth And Ownership, Rollover Compliance Resets, A Focus On Culture, Thoughtful Dealmaking, What Advisors Want, Vanguard Buying Altruist, Sagient’s Mentorship Program And LPL’s Recruit

By Larry Roth

/ 2 Sep 2026

WSR Podcasts Launch And Building AI Infrastructure

AI Is Making Advisors More Efficient. Can It Help Them Grow?

AI Is Making Advisors More Efficient, But Turning The Technology Into Meaningful Organic Growth Remains A Work In Progress.

By Thomas Lee

/ 2 Sep 2026

AI Is Making Advisors More Efficient. Can It Help Them Grow?

Guide To Industry Conferences: Asset Management

What You Need To Know About The MMI Annual Conference, Investments & Wealth Experience And Morningstar Investment Conference

By WSR Newsroom

/ 2 Sep 2026

Guide To Industry Conferences: Asset Management

Sequoia Financial Buys $2.3 Billion Colorado RIA

In The Firm’s Second RIA Purchase Of 2026, BSW Wealth Partners Brings 19 Team Members And Will Rebrand To Sequoia Financial

By Jeff Berman

/ 2 Sep 2026

Sequoia Financial Buys $2.3 Billion Colorado RIA

Coldstream Adds Client Experience Chief, Elevates Wealth Strategy Leader

Moves Come As $15 Billion Firm Continues Broader Leadership Transition

By WSR Newsroom

/ 2 Sep 2026

Coldstream Adds Client Experience Chief, Elevates Wealth Strategy Leader

How Trust And Leadership Drive Advisor Growth

Osaic’s Shannon Reid Discusses Leadership, Advisor Retention And Career Opportunities In Wealth Management With Laurie Stack

By WSR Newsroom

/ 1 Sep 2026

How Trust And Leadership Drive Advisor Growth

Building An Advisory Firm On Shared Values

Wealth Strategies Financial Group’s Mike Amine Discusses Independence, Team Development And Inclusion With Laurie Stack

By WSR Newsroom

/ 1 Sep 2026

Building An Advisory Firm On Shared Values

The Next Generation Of Financial Advice

The Wealth Consulting Group’s Jimmy Lee Discusses The Evolving Advisor Role, AI And Career Opportunities With Laurie Stack

By WSR Newsroom

/ 1 Sep 2026

Latest News from WSR

Prudential Advisors Recruits Zachary Karason To Mid America Financial Group

New Mountain Capital Exits Lincoln Investment

Your AI Notetaker Just Became A Liability

AI Is Making Advisors More Efficient. Can It Help Them Grow?

Guide To Industry Conferences: Asset Management

Sequoia Financial Buys $2.3 Billion Colorado RIA

Coldstream Adds Client Experience Chief, Elevates Wealth Strategy Leader

How Trust And Leadership Drive Advisor Growth

Building An Advisory Firm On Shared Values

The Next Generation Of Financial Advice

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