Latest News from WSR

The Rise Of The Fractional Family Office

A Discussion With Travis Penfield, CEO And Founder Of 49 Financial

By WSR Newsroom

/ 23 Oct 2026

The Rise Of The Fractional Family Office

The Most Important Year-End Review Is Your Own

Why Advisory Firm Owners Should Measure Enterprise Value – Not Just Revenue – Heading Into 2027

By WSR Newsroom

/ 22 Oct 2026

The Most Important Year-End Review Is Your Own

AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client Assets

Hybrid RIA’s Third-Quarter Recruiting Puts It On Track To Exceed Its Annual Growth Goal By Nearly $2 Billion

By WSR Newsroom

/ 22 Oct 2026

AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client Assets

Cerulli: Many Investors Still Struggle To Understand Advisors’ Fees

The Number Of RIAs With At Least $5 Billion In Assets Has Grown, Giving Investors Greater Choice When Picking An Advisor, A New White Paper Says.

By Jeff Berman

/ 22 Oct 2026

Cerulli: Many Investors Still Struggle To Understand Advisors’ Fees

Dear Ryan: Transformed On Paper, Uncertain In Practice

Ryan George Advises An RIA Leader On Moving Beyond Faster Workflows To Rethink What AI Makes Possible

By WSR Newsroom

/ 22 Oct 2026

Dear Ryan: Transformed On Paper, Uncertain In Practice

Annuities Gain Ground As Advisors Rethink Portfolio Protection

Pacific Life’s Steve Goldberg Says Higher Yields And Bond Volatility Are Expanding The Role Of Annuities Beyond Lifetime Income

By Julius Buchanan

/ 21 Oct 2026

Annuities Gain Ground As Advisors Rethink Portfolio Protection

RIA M&A Trends, Podcasts And Advising Athletes

Plus Our Deals & Recruiting And Investments Roundups, Tech To Support Advice, Succession Planning, Social Security, Trilogy’s Acquisition, Sammons’ New Brand, Perennial’s Launch And DeepVest’s New Service

By Larry Roth

/ 21 Oct 2026

RIA M&A Trends, Podcasts And Advising Athletes

When RIAs Merge, Compliance Risks Multiply

Compliance And Technology Experts Discuss RIA M&A Risks And How AI Can Help Manage Them

By Thomas Lee

/ 21 Oct 2026

When RIAs Merge, Compliance Risks Multiply

Beacon Pointe Acquires Three RIAs Managing $1.35 Billion

Acquisitions Of WorthPointe, Silver Lake Capital Partners And R Meier Wealth Management Add To Beacon Pointe Presence In Texas, California And Wisconsin.

By Jeff Berman

/ 21 Oct 2026

Beacon Pointe Acquires Three RIAs Managing $1.35 Billion

VestGen Secures Growth Capital From Willow Tree And nFleXion

Capital Will Support The Chicago-Based Firm’s M&A Strategy

By WSR Newsroom

/ 20 Oct 2026

VestGen Secures Growth Capital From Willow Tree And nFleXion

Investments Roundup: CAIS, Alto, Morningstar, AssetMark And More

News Featuring CAIS, AssetMark, Altruist, SEI, DTCC, iCapital, Morningstar, Envestnet, Alto, Arch, Raymond James, Potomac, Broadridge And Adhesion Wealth

By WSR Newsroom

/ 20 Oct 2026

Investments Roundup: CAIS, Alto, Morningstar, AssetMark And More

Deals & Recruiting Roundup: VestGen, CAPTRUST, FFP, Rothschild And More

Willow Tree Invests In VestGen; M&A By CohnReznick, Annex And Carson; Recruiting By CAPTRUST, Indivisible And LPL; Perennial’s Launch; Criterion’s Rebrand; FFP’s Training Launch; Rothschild’s New RIA; And An Appointment By Choreo

By WSR Newsroom

/ 20 Oct 2026

Deals & Recruiting Roundup: VestGen, CAPTRUST, FFP, Rothschild And More

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