Latest News from WSR

Report: North American Family Offices Increasingly Embrace AI And Innovation

RBC And Campden Wealth Report Says Three Times More Family Offices Are Leveraging AI To Improve Operations This Year Than In 2024

By Jeff Berman

/ 16 Oct 2025

Report: North American Family Offices Increasingly Embrace AI And Innovation

NorthRock Buys $2.7 Billion California Advisor Team

The Firm’s Purchase Of WGG Wealth Partners Strengthens NorthRock’s California Presence And Expands The Reach Of Its Personal Office Model.

By Jeff Berman

/ 15 Oct 2025

NorthRock Buys $2.7 Billion California Advisor Team

Honoring M&A Leaders, Exploring Minority Investments, Behavioral Finance And More

Plus Our Investments And Deals & Recruiting Roundups; Cerulli On IBDs; World, MAI And Trilogy Hire Executives; Edelman Buys An RIA; And Cetera And IFG Recruit

By Larry Roth

/ 15 Oct 2025

Honoring M&A Leaders, Exploring Minority Investments, Behavioral Finance And More

Prudential Advisors Establishes New Offices In New York And New Jersey

New Offices In Rockefeller Center And Bell Works Intended To Attract New Advisors

By Michael Madden

/ 15 Oct 2025

Prudential Advisors Establishes New Offices In New York And New Jersey

Hightower Launches Its First National Direct-To-Consumer Advisory Practice

The Firm’s Frontier Investment Management Practice Is The First To Join Its New Hightower Signature Wealth Brand.

By Jeff Berman

/ 15 Oct 2025

Hightower Launches Its First National Direct-To-Consumer Advisory Practice

VestGen Wealth Partners Acquired Six Practices Totaling $1.5 Billion

This Second Phase Of Expansion Is Expected To Bring VestGen To $7 Billion In Client Assets

By Michael Madden

/ 14 Oct 2025

VestGen Wealth Partners Acquired Six Practices Totaling $1.5 Billion

Investments Roundup: Arch, Pacific Life, Templeton, Morningstar, Simplify And More

News Featuring Arch, Pacific Life, Templeton, Morningstar, Simplify, CAIS, Oppenheimer, Raymond James, HFR, Private Advisor Group, SMArtX And Schwab

By WSR Newsroom

/ 14 Oct 2025

Investments Roundup: Arch, Pacific Life, Templeton, Morningstar, Simplify And More

Deals & Recruiting Roundup: Mercer, Greenspring, Creative Planning And More

Acquisitions By Mercer, Edelman, Beacon Pointe, VestGen And Creative Planning. Greenspring And Wealthstream Merge. Recruiting By Cetera. Vanilla Partners With Osaic. Sander Ressler Launches ArbitrationIQ. Appointments By Trilogy, World And MAI.

By Thomas Lee

/ 14 Oct 2025

Deals & Recruiting Roundup: Mercer, Greenspring, Creative Planning And More

Betting Big On Minority Stakes Investments

Stan Gregor Of Summit Financial Holdings; Jeff Nash Of Bridgemark Strategies, Louis Diamond Of Diamond Consultants And David Reynolds Of Berkshire Global Advisors Share Insights On The Ins And Outs Of Minority Stakes Investments.

By Chris Latham

/ 14 Oct 2025

Betting Big On Minority Stakes Investments

WSR Honors M&A 5 – Top Wealth Management M&A Professionals

WSR’s M&A 5 – Top Wealth Management M&A Professionals Recognizes Leaders From Beacon Pointe, Sanctuary, Green Sail And EP Wealth.

By Thomas Lee

/ 14 Oct 2025

WSR Honors M&A 5 – Top Wealth Management M&A Professionals

MAI Names Former Focus Financial Exec As Its CMO

The Appointment Of Kathleen Alcorn As CMO Is The Latest Step In MAI’s Growth Strategy And Follows Its Recently Announced Purchase Of Evoke Advisors.

By Jeff Berman

/ 9 Oct 2025

MAI Names Former Focus Financial Exec As Its CMO

IFG Adds Maryland-Based Advisors From Commonwealth

The Baltimore Area Recruits Have A History Of Collaboration

By James Miller

/ 9 Oct 2025

IFG Adds Maryland-Based Advisors From Commonwealth

Latest News from WSR

Report: North American Family Offices Increasingly Embrace AI And Innovation

NorthRock Buys $2.7 Billion California Advisor Team

Prudential Advisors Establishes New Offices In New York And New Jersey

Hightower Launches Its First National Direct-To-Consumer Advisory Practice

VestGen Wealth Partners Acquired Six Practices Totaling $1.5 Billion

Betting Big On Minority Stakes Investments

WSR Honors M&A 5 – Top Wealth Management M&A Professionals

MAI Names Former Focus Financial Exec As Its CMO

IFG Adds Maryland-Based Advisors From Commonwealth

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