Latest News from WSR

The Power Of Niche Marketing: How Specialization Is Driving Growth

Wealth Management Leaders Address Current Niches Receiving Industry Focus And How Serving Niches Differs From Broad-Based Traditional Wealth Management

By WSR Newsroom

/ 1 Jul 2026

The Power Of Niche Marketing: How Specialization Is Driving Growth

Feathery Reaches $2 Billion Milestone In Quarterly Transition Volume

Transition Platform Uses AI To Replace Traditional Manual Processes

By WSR Newsroom

/ 1 Jul 2026

Feathery Reaches $2 Billion Milestone In Quarterly Transition Volume

WealthFeed Prospecting Platform Selected By The Mather Group

$17 Billion RIA Will Use WealthFeed’s Standardized Prospecting Framework For Identifying Money-In-Motion, Enriching Prospect Data And Automating Outreach

By WSR Newsroom

/ 30 Jun 2026

WealthFeed Prospecting Platform Selected By The Mather Group

iCapital: Potential ‘Speed Traps’ May Slow Economy In Second Half

Investor Obstacles May Include AI Challenges, ‘Rising Consumer Strain,’ And High Inflation And Interest Rates, The Firm Says In Mid-Year Outlook.

By Jeff Berman

/ 30 Jun 2026

iCapital: Potential ‘Speed Traps’ May Slow Economy In Second Half

Deals & Recruiting Roundup: Cetera, LPL, UBS, SEI And More

Acquisitions By Cetera And Maridea; Recruiting By Seven Bridges, Genesis, UBS, Baird, LPL, GCG And Prudential; And Appointments By Humanity Labs, Loxahatchee And SEI.

By WSR Newsroom

/ 30 Jun 2026

Deals & Recruiting Roundup: Cetera, LPL, UBS, SEI And More

AI Streamlines Advisor Onboarding, But Recruiting Remains A Human Task

AI Is Making Advisor Onboarding Faster And Less Complex. But Experts Say Recruiting Advisors And Managing Client Transitions Remain Fundamentally Relationship-Driven.

By Thomas Lee

/ 30 Jun 2026

AI Streamlines Advisor Onboarding, But Recruiting Remains A Human Task

Cambridge Names VP Of Infrastructure And Operations

Erik Smyer To Oversee Cybersecurity, Infrastructure And Hardware Management

By WSR Newsroom

/ 29 Jun 2026

Cambridge Names VP Of Infrastructure And Operations

Regtech Surge: Creating Defensible AI Policies For RIAs

A Defensible AI Policy Covers Vendor Oversight, Testing, Monitoring, Inventory, Training, Policy, Human Review And Documentation

By WSR Newsroom

/ 29 Jun 2026

Regtech Surge: Creating Defensible AI Policies For RIAs

AI Solution Provider Jump Launches New Capabilities For Advisors

Jump’s Latest Features Address Client Onboarding, Scheduling, Connectivity And AI Conversations

By Jeff Berman

/ 26 Jun 2026

AI Solution Provider Jump Launches New Capabilities For Advisors

Jennifer A. Ayer Joins Caprock As Managing Director Of Purpose-Driven Wealth

Ayer Will Support Firm’s Ongoing Impact Investing

By WSR Newsroom

/ 26 Jun 2026

Jennifer A. Ayer Joins Caprock As Managing Director Of Purpose-Driven Wealth

Prudential Advisors Onboards Advisor From J.P. Morgan

David Bellamy Joins Prudential’s Mid America Financial Group, Previously Managed $140 Million At J.P. Morgan

By WSR Newsroom

/ 26 Jun 2026

Prudential Advisors Onboards Advisor From J.P. Morgan

Patent Perspectives: Why Experienced Financial Advisors Are Built For The Age Of AI

In An AI-Shaped Industry, Human Qualities Make Experienced Advisors Stand Out

By WSR Newsroom

/ 26 Jun 2026

Patent Perspectives: Why Experienced Financial Advisors Are Built For The Age Of AI

Latest News from WSR

The Power Of Niche Marketing: How Specialization Is Driving Growth

Feathery Reaches $2 Billion Milestone In Quarterly Transition Volume

WealthFeed Prospecting Platform Selected By The Mather Group

iCapital: Potential ‘Speed Traps’ May Slow Economy In Second Half

AI Streamlines Advisor Onboarding, But Recruiting Remains A Human Task

Cambridge Names VP Of Infrastructure And Operations

Regtech Surge: Creating Defensible AI Policies For RIAs

AI Solution Provider Jump Launches New Capabilities For Advisors

Jennifer A. Ayer Joins Caprock As Managing Director Of Purpose-Driven Wealth

Prudential Advisors Onboards Advisor From J.P. Morgan

Patent Perspectives: Why Experienced Financial Advisors Are Built For The Age Of AI

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