Latest News from WSR

AI And Advisor Onboarding, Niche Marketing And Custodians

Plus Our WSRIA And Deals & Recruiting Roundups, iCapital’s Forecast, The Latest On Digital Assets, Amplify Partners With Goldman, WealthFeed Partners With Mather, Clearstead Buys myCIO Team And More

By Larry Roth

/ 8 Jul 2026

AI And Advisor Onboarding, Niche Marketing And Custodians

Amplify Launches Integrated Custody Solutions For RIAs With Goldman Sachs

Amplify Integrates Its Custody Command Layer With Goldman Sachs Custody Solutions.

By Jeff Berman

/ 8 Jul 2026

Amplify Launches Integrated Custody Solutions For RIAs With Goldman Sachs

Custody Is Getting A Second Act. Most RIAs Are Stuck In The First.

A Practitioner’s Read On Why Custody Satisfaction Is Falling, Why The New Contenders Are Circling, And What An RIA Should Actually Demand From The Next Custody Model.

By WSR Newsroom

/ 8 Jul 2026

Custody Is Getting A Second Act. Most RIAs Are Stuck In The First.

Equity Compensation Planning Starts Long Before The Liquidity Event

Portfolios Are Only One Variable. A Plan Must Consider Career, Tax And Concentration.

By WSR Newsroom

/ 8 Jul 2026

Equity Compensation Planning Starts Long Before The Liquidity Event

$6 Billion Massachusetts Firm Launches Hybrid RIA

Worcester-Based Bartholomew & Company Continues Its Broker-Dealer Affiliation With Commonwealth.

By Jeff Berman

/ 7 Jul 2026

$6 Billion Massachusetts Firm Launches Hybrid RIA

Why Legacy And Vision Should Drive Advisor M&A

Selling An Advisory Firm Is About More Than Maximizing Price. Advisors Who Prioritize Legacy, Culture, Clients And Long-Term Continuity Are More Likely To Find A Buyer Who Protects What They Spent A Lifetime Building.

By Larry Roth

/ 7 Jul 2026

Why Legacy And Vision Should Drive Advisor M&A

WSRIA Roundup: Cerulli, Dynasty, Moneta, Altruist And More

Acquisitions By Waverly, Pathstone And AlphaCore; Crewe Receives Minority Stake; Accelerated Makes Minority Investment; Recruiting By Perennial And DayMark; Beacon Coast Launches; Dynasty Formalizes Consulting Group; Holistic Selects Altruist; Moneta Names Growth Head; And Cerulli Publishes Research

By WSR Newsroom

/ 7 Jul 2026

WSRIA Roundup: Cerulli, Dynasty, Moneta, Altruist And More

Deals & Recruiting Roundup: Corient, Osaic, LPL, Arch, Lido And More

Acquisitions By Horizon, Corient, Wealth Enhancement, EP Wealth, Carson And Clearstead; Coastal Bridge Merges With Two Firms; Recruiting By Osaic And LPL; Vanilla Partners With Callan Family Office; And Appointments By Arch And Lido.

By WSR Newsroom

/ 7 Jul 2026

Deals & Recruiting Roundup: Corient, Osaic, LPL, Arch, Lido And More

Digital Assets, Tokenization & Stablecoins — Week of July 6

Digital assets aren’t “breaking in” anymore — they’re quietly rearranging the furniture while global finance pretends this is all part of the remodel. The last several days show a

By WSR Newsroom

/ 7 Jul 2026

Digital Assets, Tokenization & Stablecoins — Week of July 6

Clearstead Advisors Buys $2.6 Billion Philadelphia Team From myCIO

Clearstead Plans Further Acquisitions With Support Of Majority Owner Flexpoint Ford

By Jeff Berman

/ 2 Jul 2026

Clearstead Advisors Buys $2.6 Billion Philadelphia Team From myCIO

Annual Reviews, Connecting Vs. Networking, Defensible AI Policies And More

Plus Our Deals & Recruiting Roundup; Experienced Advisors In An Age Of AI; Grideline’s Private Markets Benchmarking; Recruiting By Baird, Sanctuary, Prudential And Seven Bridges; Shah Joins Humanity Labs; Jump’s AI Tools; Smyer Joins Cambridge; And Ayer Joins Caprock

By Larry Roth

/ 1 Jul 2026

Annual Reviews, Connecting Vs. Networking, Defensible AI Policies And More

Latest News from WSR

Amplify Launches Integrated Custody Solutions For RIAs With Goldman Sachs

Custody Is Getting A Second Act. Most RIAs Are Stuck In The First.

Equity Compensation Planning Starts Long Before The Liquidity Event

$6 Billion Massachusetts Firm Launches Hybrid RIA

Why Legacy And Vision Should Drive Advisor M&A

Digital Assets, Tokenization & Stablecoins — Week of July 6

Clearstead Advisors Buys $2.6 Billion Philadelphia Team From myCIO

3 articles left!

Just one quick step