Latest News from WSR

Stop Networking And Start Connecting

Why Shared Experiences Are Where Real Relationships Are Built

By WSR Newsroom

/ 25 Jun 2026

Dimple Shah Joins Humanity Labs As Managing Director, Wealth

In The Newly Created Position, The Ex-Osaic Exec Will Work With Wealth Management Firms To Use The Startup’s AI-Powered Digital Workforce.

By Jeff Berman

/ 25 Jun 2026

Dimple Shah Joins Humanity Labs As Managing Director, Wealth

The Annual Review Is Obsolete. Just Ask Your Clients.

With Modern Service Levels From Other Industries, Clients Expect A Continuous Service Model From Advisors

By WSR Newsroom

/ 24 Jun 2026

The Annual Review Is Obsolete. Just Ask Your Clients.

Baird Picks Up $508 Million Minnesota Advisor Team From RBC

The Kashian Karels Group Has Joined Baird’s Wealth Management Office In Edina, Minnesota.

By Jeff Berman

/ 24 Jun 2026

Baird Picks Up $508 Million Minnesota Advisor Team From RBC

Next-Gen Needs, Over-Trading And Balancing Career With Personal Life

Plus Our Deals & Recruiting Roundup, A Communications Gap In Marketing, Semiliquid Funds And Private Credit, YCharts’ AI Tool, Waverly’s Acquisition, Genesis’ Recruit And More

By Larry Roth

/ 24 Jun 2026

Next-Gen Needs, Over-Trading And Balancing Career With Personal Life

Deals & Recruiting Roundup: Waverly, LPL, Raymond James And More

Acquisition By Waverly; Recruiting By NewEdge, Raymond James, LPL, UBS, Cetera, Sanctuary And Osaic; Beacon Coast Launched; Holistic Planning Chose Altruist As Custodian; And Appointments By Moneta And U.S. Bank

By WSR Newsroom

/ 23 Jun 2026

Deals & Recruiting Roundup: Waverly, LPL, Raymond James And More

Gridline Expands Private Markets Benchmarking With Hamilton Lane Integration

Gridline Uses Hamilton Lane’s Private Markets Data To Enhance Its AltComply AI-Based Diligence Tool

By Jeff Berman

/ 23 Jun 2026

Gridline Expands Private Markets Benchmarking With Hamilton Lane Integration

Sanctuary Wealth Recruits $350 Million Morgan Stanley Breakaway

Pierstone Wealth Management To Leverage Sanctuary’s Partnered Independence Model To Expand Business Servicing The LGBTQ+ Community

By WSR Newsroom

/ 22 Jun 2026

Sanctuary Wealth Recruits $350 Million Morgan Stanley Breakaway

Is Your Firm Over-Trading Because Technology Makes It Easy?

Five Keys To A Trading Governance Framework

By WSR Newsroom

/ 22 Jun 2026

Is Your Firm Over-Trading Because Technology Makes It Easy?

Seven Bridges Wealth Advisors Adds Former Edward Jones Advisor

Jon Connell Will Lead Seven Bridges’ Saratoga Springs Office

By WSR Newsroom

/ 22 Jun 2026

Seven Bridges Wealth Advisors Adds Former Edward Jones Advisor

Former $725 Million JPMorgan Advisor Joins Genesis Wealth

Alan Feutz To Operate Out Of New Genesis Office That Establishes Firm’s Presence In Chicago’s North Shore

By WSR Newsroom

/ 22 Jun 2026

Former $725 Million JPMorgan Advisor Joins Genesis Wealth

Waverly Advisors Acquires $3 Billion Pittsburgh Trust Company

Waverly’s Purchase of Smithfield Trust Company Expands The Firm’s Trust Service Business.

By Jeff Berman

/ 18 Jun 2026

Latest News from WSR

Stop Networking And Start Connecting

Dimple Shah Joins Humanity Labs As Managing Director, Wealth

The Annual Review Is Obsolete. Just Ask Your Clients.

Baird Picks Up $508 Million Minnesota Advisor Team From RBC

Gridline Expands Private Markets Benchmarking With Hamilton Lane Integration

Sanctuary Wealth Recruits $350 Million Morgan Stanley Breakaway

Is Your Firm Over-Trading Because Technology Makes It Easy?

Seven Bridges Wealth Advisors Adds Former Edward Jones Advisor

Former $725 Million JPMorgan Advisor Joins Genesis Wealth

Waverly Advisors Acquires $3 Billion Pittsburgh Trust Company

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