Latest News from WSR

Feathery Cuts Sequoia’s Custodian Account Opening Time By 45%

RIA Reports Significant Time Saving Using AI-Native Data And Workflow Platform

By WSR Newsroom

/ 11 Jun 2026

Feathery Cuts Sequoia’s Custodian Account Opening Time By 45%

Carrick Lane Adds Former Goldman Strategist John Marshall As Senior Partner

Marshall Will Focus On Strategy And Product Development For Firm Specializing In Options Strategies

By WSR Newsroom

/ 11 Jun 2026

Carrick Lane Adds Former Goldman Strategist John Marshall As Senior Partner

AssetMark: Growth Linked To Referral Systems, Hiring And Accountability

A New AssetMark Study Finds Advisor Growth Increasingly Driven By Execution And Business Development Infrastructure Instead Of Strategic Plans.

By Jeff Berman

/ 10 Jun 2026

A Comprehensive Strategic Framework For Advisor Succession Planning

Plus Our Wealthtech And Deals & Recruiting Roundups, Raymond James’ And LPL’s Recruits, Modern’s And Pathstone’s Purchases And Wellington To Buy Hartford Funds

By Larry Roth

/ 10 Jun 2026

A Comprehensive Strategic Framework For Advisor Succession Planning

Technology: The Great Relationship Enabler

AI And Technology Tools Should Be Optimized For Advisors To Provide A Human-First Approach In Client Service

By WSR Newsroom

/ 10 Jun 2026

Technology: The Great Relationship Enabler

Cambridge Adds $25 Million In Recruited Revenue In Q1

Growth Reflects Advisor Demand For Stability, Partnership And Independence, Said Firm

By WSR Newsroom

/ 10 Jun 2026

Cambridge Adds $25 Million In Recruited Revenue In Q1

Genesis Wealth Crosses $3 Billion In Assets

Growth Achieved Organically And Through Advisor Recruitment, Without Mergers, Acquisitions Or Tuck-Ins

By WSR Newsroom

/ 10 Jun 2026

Genesis Wealth Crosses $3 Billion In Assets

The Lead: The “BIG ONE” is coming

Well, buckle up. We’re heading into what pundits, analysts, and people with no hobbies are calling the biggest week ever. Markets might even pretend to care. But don’t

By WSR Newsroom

/ 9 Jun 2026

Alliant Creates Retirement & Wealth Business Division

The Firm’s New Business Line Addresses The Growing Convergence Of Retirement Consulting And Wealth Management, It Said.

By Jeff Berman

/ 9 Jun 2026

Alliant Creates Retirement & Wealth Business Division

Wealthtech Roundup: AlTi, Orion, Envestnet And More

News Featuring AlTi, Orion, Envestnet, Asset-Map, VastAdvisor, FIS, Field, FMG, Dispatch, Hightower, TradePMR And SEIA

By WSR Newsroom

/ 9 Jun 2026

Wealthtech Roundup: AlTi, Orion, Envestnet And More

Deals & Recruiting Roundup: Focus, MAI, Lincoln, RBC And More

Acquisitions By Focus, Modern, CW Advisors And MAI; Recruiting By Raymond James, Perennial, Dynasty, LPL And DayMark; Appointments By Lincoln And RBC; And Research By Ficomm

By WSR Newsroom

/ 9 Jun 2026

Deals & Recruiting Roundup: Focus, MAI, Lincoln, RBC And More

Founders Should Plan A Legacy, Not Simply An Exit

First Design A Vision For The Firm’s And Founder’s Future Including Family, Clients, Employees And Community, Then Design The Deal To Achieve That Vision

By WSR Newsroom

/ 8 Jun 2026

Latest News from WSR

Feathery Cuts Sequoia’s Custodian Account Opening Time By 45%

Carrick Lane Adds Former Goldman Strategist John Marshall As Senior Partner

AssetMark: Growth Linked To Referral Systems, Hiring And Accountability

Technology: The Great Relationship Enabler

Cambridge Adds $25 Million In Recruited Revenue In Q1

Genesis Wealth Crosses $3 Billion In Assets

The Lead: The “BIG ONE” is coming

Alliant Creates Retirement & Wealth Business Division

Founders Should Plan A Legacy, Not Simply An Exit

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