Latest News from WSR

Succession’s Key Questions, Equity Compensation And M&A Conferences

Plus Our Wealthtech And Deals & Recruiting Roundups, Beacon Pointe’s Survey On Women’s Financial Confidence, The Launch Of Bartholomew & Company, Hightower’s Acquisitions And More

By Larry Roth

/ 15 Jul 2026

Succession’s Key Questions, Equity Compensation And M&A Conferences

The Broker-Dealer Relationship At The Center Of Hybrid RIAs

Hybrid Firms Rely On Broker-Dealers For Product Access, Compliance Support And The Flexibility To Serve Clients Across Advisory And Brokerage Accounts, But The Model Brings Added Regulatory And Operational Complexity.

By Thomas Lee

/ 15 Jul 2026

The Broker-Dealer Relationship At The Center Of Hybrid RIAs

Feathery Raises $30 Million For AI And Innovation

Firm Says It Will Use Funds To Scale Its AI Operating And Decisioning System For Financial Services Firms

By WSR Newsroom

/ 15 Jul 2026

Feathery Raises $30 Million For AI And Innovation

Leadership As A Differentiator In Wealth Management

We Discuss Leadership Qualities, Foundations And Lessons With Sowell Management CEO Daryl Seaton

By WSR Newsroom

/ 15 Jul 2026

Leadership As A Differentiator In Wealth Management

Wealthtech Roundup: Amplify, Advisor360°, FINNY, YCharts And More

News Featuring Amplify, Advisor360°, Feathery, FINNY, Meradia, YCharts, SEI, VastAdvisor, Asset-Map, Jump, TaxStatus And WealthReach

By WSR Newsroom

/ 14 Jul 2026

Wealthtech Roundup: Amplify, Advisor360°, FINNY, YCharts And More

Deals & Recruiting Roundup: Hightower, Choreo, Steward, Mariner And More

Acquisitions By Hightower, Choreo, F.L.Putnam And Carson; RIA Launches By Bartholomew And Potomac; CWS Joins Aspen; Recruiting By Cetera And AmeriFlex; Mariner Partners With Cariloop; RISR Partners With OnePoint BFG; And Appointments By Prairie Wealth And Steward Partners.

By WSR Newsroom

/ 14 Jul 2026

Deals & Recruiting Roundup: Hightower, Choreo, Steward, Mariner And More

How Technology Can Help Advisors Guide Clients With IPO Wealth

Executives From April, DeepVest And FinTurk Tell Advisors How They Can Help Their Clients Manage The Complexities Of Sudden Wealth

By Jeff Berman

/ 14 Jul 2026

How Technology Can Help Advisors Guide Clients With IPO Wealth

Guide To Industry Conferences: M&A

What You Need To Know About DeVoe & Company’s M&A+ Succession Summit And The ECHELON Partners Deals & Dealmakers Summit

By Thomas Lee

/ 13 Jul 2026

In-House Vs. Outsourced Tax Planning In Wealth Management

Tax Planning Is Becoming Table Stakes In Wealth Management, But Firms Continue To Explore How To Best Deliver It

By WSR Newsroom

/ 13 Jul 2026

In-House Vs. Outsourced Tax Planning In Wealth Management

Beacon Pointe Study Examines Women’s Financial Confidence

Women Working With A Financial Advisor Report A 60% Increase In Financial Confidence, According To A New HerWorth Study.

By Jeff Berman

/ 9 Jul 2026

Beacon Pointe Study Examines Women’s Financial Confidence

Berthel Fisher Recruits APP Financial, Adds Business Development VP

$146 Million Indiana-Based Firm Joins As Madyson Tracy Assumes Business Development Role

By WSR Newsroom

/ 9 Jul 2026

Berthel Fisher Recruits APP Financial, Adds Business Development VP

Hightower Signature Wealth Adds $5 Billion By Buying 3 Affiliated Advisor Firms

Private Vista, Hightower Great Lakes And The McGuirk & De Nevi Group Join Hightower’s National Direct-To-Consumer Advisory Practice.

By Jeff Berman

/ 8 Jul 2026

Hightower Signature Wealth Adds $5 Billion By Buying 3 Affiliated Advisor Firms

Latest News from WSR

The Broker-Dealer Relationship At The Center Of Hybrid RIAs

Feathery Raises $30 Million For AI And Innovation

Leadership As A Differentiator In Wealth Management

How Technology Can Help Advisors Guide Clients With IPO Wealth

Guide To Industry Conferences: M&A

In-House Vs. Outsourced Tax Planning In Wealth Management

Beacon Pointe Study Examines Women’s Financial Confidence

Berthel Fisher Recruits APP Financial, Adds Business Development VP

Hightower Signature Wealth Adds $5 Billion By Buying 3 Affiliated Advisor Firms

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