Latest News from WSR

Corient To Buy $7.8 Billion Oklahoma RIA

The Acquisition Of Tulsa-Based Capital Advisors Will Give Corient Its First Oklahoma Office

By Jeff Berman

/ 14 May 2026

Corient To Buy $7.8 Billion Oklahoma RIA

No Examiner Is Coming. That Doesn’t Make Family Offices Safe.

Family Offices Still Face Accountability And Risk. Five Steps To A Defensible Decision-Making Process

By WSR Newsroom

/ 14 May 2026

No Examiner Is Coming. That Doesn’t Make Family Offices Safe.

$1.2 Billion Team Leaves Raymond James To Launch Independent Firm With Concurrent

The Addition Of Houston-Based TAVO Wealth Boosts The RIA’s AUM To More Than $20 Billion.

By Jeff Berman

/ 13 May 2026

$1.2 Billion Team Leaves Raymond James To Launch Independent Firm With Concurrent

Top Storyteller Agencies, Digital Optimization And AI Reshaping RIAs

Plus Our Investments And Deals & Recruiting Roundups, Merit’s And Steward’s Acquisitions, Sanctuary’s Recruit, RISR’s AI Enhancements, Sowell’s Equity Program, And ECHELON’s Record M&A Report

By Larry Roth

/ 13 May 2026

Top Storyteller Agencies, Digital Optimization And AI Reshaping RIAs

WSR Announces IMAGE 5: Top Wealth Management Agency Storytellers

The Top Agency Storytellers For 2026 Are Ficomm Partners, Haven Tower Group, JConnelly, Nexus Strategy And StreetCred PR

By Thomas Lee

/ 12 May 2026

WSR Announces IMAGE 5: Top Wealth Management Agency Storytellers

Investments Roundup: Morningstar, BetaNXT, HFR, SEI And More

News Featuring MyVest, iCapital, AssetMark, Citi Wealth, Halo Investing, Raymond James Investment Management, 55ip, HFR, iShares, Morningstar, BetaNXT And SEI

By WSR Newsroom

/ 12 May 2026

Investments Roundup: Morningstar, BetaNXT, HFR, SEI And More

Deals & Recruiting Roundup: Arax, Lido, Merit, Wealthspire And More

Acquisitions By Merit, Wealthspire And Steward Partners; Merchant Backing Sowell’s Equity Program; M&A Report By ECHELON; Recruiting By Sanctuary, Arax, Apollon And LPL; Prosperity Uniting Five Firms; And Appointments By Lido And OnePoint BFG.

By WSR Newsroom

/ 12 May 2026

Deals & Recruiting Roundup: Arax, Lido, Merit, Wealthspire And More

Guide To Industry Conferences: Custodians

What You Need To Know About Pershing INSITE And Schwab IMPACT

By Thomas Lee

/ 12 May 2026

Guide To Industry Conferences: Custodians

From Manual To Scalable: How AI Is Reshaping RIA Businesses

AI Can Scale RIAs And Increase Valuations Through Scalability, Transferability And Operational Maturity

By WSR Newsroom

/ 11 May 2026

From Manual To Scalable: How AI Is Reshaping RIA Businesses

Steward Partners Adds Nearly $1 Billion In Client Assets With Two Acquisitions

The RIA Picked Up Wisdom Rock Financial Advisory Group In New York From Ameriprise And RIA Jazz Wealth In Florida.

By Jeff Berman

/ 8 May 2026

Steward Partners Adds Nearly $1 Billion In Client Assets With Two Acquisitions

ECHELON: Q1 Was The Most Active Quarter Ever For RIA M&A Deals

There Were 142 Transactions Announced In Q1, Surpassing The Previous High Of 125, The Firm Said.

By Jeff Berman

/ 7 May 2026

ECHELON: Q1 Was The Most Active Quarter Ever For RIA M&A Deals

Latest News from WSR

Corient To Buy $7.8 Billion Oklahoma RIA

No Examiner Is Coming. That Doesn’t Make Family Offices Safe.

$1.2 Billion Team Leaves Raymond James To Launch Independent Firm With Concurrent

Guide To Industry Conferences: Custodians

From Manual To Scalable: How AI Is Reshaping RIA Businesses

Steward Partners Adds Nearly $1 Billion In Client Assets With Two Acquisitions

Top 5 Most-Read Articles Of April

ECHELON: Q1 Was The Most Active Quarter Ever For RIA M&A Deals

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