Latest News from WSR

The Hidden Cost Of Going It Alone: What Successful Advisors Give Up by Not Partnering

The Burdens Of Inadequate Infrastructure Inhibit Growth And Burn Advisors Out, But The Right Platform Empowers Entrepreneurial Advisors.

By WSR Newsroom

/ 29 May 2026

The Hidden Cost Of Going It Alone: What Successful Advisors Give Up by Not Partnering

Dispatch Launches Software To Help Transition Advisors, Clients And Assets Between Firms

Advisor Transitions Is The Firm’s Fourth Core Workflow, Following Account Opening, Client Onboarding And Real-Time Data Synchronization.

By Jeff Berman

/ 29 May 2026

Dispatch Launches Software To Help Transition Advisors, Clients And Assets Between Firms

FMG Expands Use Of AI With Marketing Intelligence System

AI-Powered Platform To Help Internal FMG Teams Improve Execution And Better Support Enterprise, Financial Advisor And Insurance Professional Customers

By WSR Newsroom

/ 29 May 2026

FMG Expands Use Of AI With Marketing Intelligence System

Oasis Group: ‘Fundamental Shift’ In How Estate Planning Is Delivered And Perceived

Research Offers A Framework For Evaluating Platforms And Aligning Tech Decisions With Business Models, Client Complexity And Growth Strategies.

By Jeff Berman

/ 28 May 2026

Oasis Group: ‘Fundamental Shift’ In How Estate Planning Is Delivered And Perceived

Patent Perspectives: Unleashing The Entrepreneurial Spirit Of Financial Advisors

Advisors Need A Strong Platform That Empowers Entrepreneurialism And Community Connection

By WSR Newsroom

/ 28 May 2026

Patent Perspectives: Unleashing The Entrepreneurial Spirit Of Financial Advisors

Merit Adds Execs From Edelman And Verdence

Doug Moore Joins The Firm As CFO And Sarah Mouser Is Added As Executive Vice President Of Financial Planning.

By Jeff Berman

/ 27 May 2026

Merit Adds Execs From Edelman And Verdence

We Honor Mark Casady As Person Of The Year

Plus Our Deals & Recruiting Roundup, The ‘Operational Paradox,’ The Emotional Side Of M&A, How To Own A Bad Deal, Executing On Reg S-P, Ascentis’ Recruit, Wealth.com’s Partnership With AcquireUp, Bluespring’s Purchase And Gryphon’s Launch

By WSR Newsroom

/ 27 May 2026

We Honor Mark Casady As Person Of The Year

WSR Names Mark Casady 2026 Person Of The Year

The Architect Of Two Eras Of Advisor Success In Wealth Management

By Julius Buchanan

/ 26 May 2026

WSR Names Mark Casady 2026 Person Of The Year

Growing Communication Alliance To Address PE Firms Investing In Wealth Management

Haven Tower Group Launches Alliance With Cardinal Communications Strategies To Serve PE Firms Looking For Industry Specific Expertise

By WSR Newsroom

/ 26 May 2026

Deals & Recruiting Roundup: Bluespring, LPL, Cetera And More

Acquisitions By Bluespring And Beacon Pointe; Prairie Wealth Merges With McEwen; Recruiting By LPL, Raymond James And Cetera; Gryphon Launches; Vanilla Partners With BlackRock; Wealth.com Partners With AcquireUp; Appointments By Fiduciary Trust And Amplify; And Research By Oasis Group

By WSR Newsroom

/ 26 May 2026

Deals & Recruiting Roundup: Bluespring, LPL, Cetera And More

Ex-Wells Fargo Advisor Team With Over $3 Billion In AUM Launches RIA In Florida

Jacksonville-Based Gryphon Wealth Selected TradePMR As Its Custodial, Tech And Service Support Provider.

By Jeff Berman

/ 22 May 2026

Ex-Wells Fargo Advisor Team With Over $3 Billion In AUM Launches RIA In Florida

Bluespring Buys $1.1 Billion New Jersey Kestra Affiliate

The Addition Of Morristown-Based Synthesis Wealth Planning Expands The Kestra Subsidiary’s Footprint With Offices In New Jersey And Florida.

By Jeff Berman

/ 21 May 2026

Bluespring Buys $1.1 Billion New Jersey Kestra Affiliate

Latest News from WSR

The Hidden Cost Of Going It Alone: What Successful Advisors Give Up by Not Partnering

Dispatch Launches Software To Help Transition Advisors, Clients And Assets Between Firms

Oasis Group: ‘Fundamental Shift’ In How Estate Planning Is Delivered And Perceived

Patent Perspectives: Unleashing The Entrepreneurial Spirit Of Financial Advisors

Merit Adds Execs From Edelman And Verdence

WSR Names Mark Casady 2026 Person Of The Year

Ex-Wells Fargo Advisor Team With Over $3 Billion In AUM Launches RIA In Florida

Bluespring Buys $1.1 Billion New Jersey Kestra Affiliate

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