Latest News from WSR

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

RISR Launches AI-Powered Document Analysis Module For Advisors

The Module Is Designed To Help Advisors Support Business Owners. Advisor Feedback In Beta Testing Has Been Positive, CEO Jason Early Says.

By Jeff Berman

/ 6 May 2026

RISR Launches AI-Powered Document Analysis Module For Advisors

IPA Summit, AI Washing And Going Independent

Plus Our Deals & Recruiting And WSRIA Roundups, Alts And M&A, Tax And Estate Planning, Practical Workplace Advice, Future-Proofing Your Firm And News From Cetera And Sowell

By Larry Roth

/ 6 May 2026

IPA Summit, AI Washing And Going Independent

Sowell Management Partners With Merchant To Launch Equity Program

Newly Launched Advisor Partnership Program Provides Equity Participation Opportunities For Advisors. Merchant To Fund The Program And Support Sowell Management’s M&A Strategy.

By WSR Newsroom

/ 6 May 2026

Sowell Management Partners With Merchant To Launch Equity Program

Merit Expands Pacific Northwest Presence With Acquisition Of $420 Million Seattle Firm

The Purchase Of Wealth Management Firm Pradel Financial Group Was Finalized On April 24, Merit Says.

By Jeff Berman

/ 5 May 2026

Merit Expands Pacific Northwest Presence With Acquisition Of $420 Million Seattle Firm

WSRIA Roundup: Carlyle, LPL, Mercer, Savant And More

Acquisitions By Carlyle, Modern Wealth, Mercer, Savant, Emigrant Partners, Corient And LPL; M&A Report From DeVoe; Recruiting By Sanctuary Wealth; Launches By Prairie View And Kintra; And An Appointment By Hightower

By WSR Newsroom

/ 5 May 2026

WSRIA Roundup: Carlyle, LPL, Mercer, Savant And More

Deals & Recruiting Roundup: Merchant, RFG, Corient, iCapital And More

Acquisitions By Waverly And iAltA. RFG Stakes Zocks. Business Launches By Cetera, Corient And Sowell. Merchant Partnering With Emerge. Recruiting By Osaic, Mariner And Raymond James. iCapital Working With Anthropic. Appointment By Accelerated Wealth.

By Thomas Lee

/ 5 May 2026

Deals & Recruiting Roundup: Merchant, RFG, Corient, iCapital And More

Driving End-To-End Growth In The Digital Era

Executives From Docupace, Feathery, Cambridge And The Wealth Consulting Group Examine How To Optimize Digital Solutions

By James Miller

/ 5 May 2026

Driving End-To-End Growth In The Digital Era

Iron North Private Wealth Joins Sanctuary Wealth From UBS

$350 Million Wirehouse Breakaway Team Is Sanctuary’s First Partner Firm In Idaho

By WSR Newsroom

/ 4 May 2026

Bridging Alternative Investments And M&A

M&A Opens Doors To Alternatives, Which Firms Can Use To Grow Via A Strategy Including Education, Scale, Quality, Trust And Centralization

By WSR Newsroom

/ 4 May 2026

Bridging Alternative Investments And M&A

Advisor Executives, DOL Address Alts Access At IPA Summit

Panels Address Private Credit And Product Design And The DOL’s Proposed Investment Selection Safe Harbor For Retirement Plans

By Julius Buchanan

/ 4 May 2026

Advisor Executives, DOL Address Alts Access At IPA Summit

Liquidity, Regulation And Alts Access Among IPA Summit Topics

Industry Executives Examined Redemption Pressures In Semi-Liquid Credit Structures While SEC Leaders Discussed Modernization, Crypto, Valuation And Private Market Access

By Zack Drew

/ 4 May 2026

Liquidity, Regulation And Alts Access Among IPA Summit Topics

Latest News from WSR

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

RISR Launches AI-Powered Document Analysis Module For Advisors

Sowell Management Partners With Merchant To Launch Equity Program

Merit Expands Pacific Northwest Presence With Acquisition Of $420 Million Seattle Firm

Driving End-To-End Growth In The Digital Era

Iron North Private Wealth Joins Sanctuary Wealth From UBS

Bridging Alternative Investments And M&A

Advisor Executives, DOL Address Alts Access At IPA Summit

Liquidity, Regulation And Alts Access Among IPA Summit Topics

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