Latest News from WSR

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

How Advisors Can Future-Proof Their Firm Before A Sale

Preparation Includes Team Structure, Operations, A Solid Book, Early Preparation, Client Retention And More

By WSR Newsroom

/ 4 May 2026

How Advisors Can Future-Proof Their Firm Before A Sale

IPA Summit Spotlights Private Markets, Regulation And Capital Formation

SEC Commissioner Hester Peirce, Sen. Tim Scott And FINRA’s Nathaniel Stankard Address Private Markets, Capital Formation And Retail Alternatives In Washington

By Julius Buchanan

/ 1 May 2026

IPA Summit Spotlights Private Markets, Regulation And Capital Formation

Sowell Pivoting To High Net Worth With Launch Of Cache River

New Private Wealth Division To Offer ‘Family Office Lite’ Experience

By WSR Newsroom

/ 1 May 2026

Sowell Pivoting To High Net Worth With Launch Of Cache River

Cetera Combines Two Units Into RIA Cetera Planning Partners

The Newly Launched Cetera Planning Partners Merges Avantax Planning Partners With The Retirement Planning Group.

By Jeff Berman

/ 29 Apr 2026

Cetera Combines Two Units Into RIA Cetera Planning Partners

Advisor Retention, The Legal Side Of M&A And Regtech Success

Plus Our Deals & Recruiting Roundup, Alignment For Clients, The Next Generation Of Platforms, Sanctuary’s Breakaway Recruit, Hightower’s Purchase, Fiduciary Vs. Suitability Standards And Financial Literacy

By Larry Roth

/ 29 Apr 2026

Advisor Retention, The Legal Side Of M&A And Regtech Success

No Longer A “Leap Of Faith”: Advisors Go Independent With Intent And Momentum

As Wirehouse Advisors Continue To Migrate To The Independent Channel, The Motivation Is Shifting From Autonomy Alone To Long-Term Enterprise Value, Scalability And Strategic Control.

By Thomas Lee

/ 29 Apr 2026

No Longer A “Leap Of Faith”: Advisors Go Independent With Intent And Momentum

AI Washing: What It Is And How Advisors Can Spot It

Experts Say Real AI Is Improving Targeted Workflows, But Many Vendor AI Claims Are Merely Automation, Analytics Or Branding

By Larry Roth

/ 28 Apr 2026

AI Washing: What It Is And How Advisors Can Spot It

Deals & Recruiting Roundup: Hightower, Modern Wealth, Sanctuary And More

Acquisitions By F2 Strategy, Hightower, Wealthspire, Modern Wealth And GTCR; Recruiting By Sanctuary Wealth, Baird, Osaic And Cetera; Kintra And Prairie View Launch; And Appointments By Mercer Advisors

By WSR Newsroom

/ 28 Apr 2026

Deals & Recruiting Roundup: Hightower, Modern Wealth, Sanctuary And More

How Advisors Can Navigate Tax Law Changes And Estate Planning With Their Clients

In An Interview With WSR, Loxahatchee Capital’s Andrew J. Plum Discusses Useful Strategies And How Investors Can Avoid Common Mistakes.

By Jeff Berman

/ 28 Apr 2026

How Advisors Can Navigate Tax Law Changes And Estate Planning With Their Clients

The Legal Side Of M&A: What Founders Get Wrong And How To Get Ahead Of It

Three Key Legal Areas In M&A That Advisors Should Prepare Years In Advance: Corporate Structure, Tax Consequences And Deal Documents

By WSR Newsroom

/ 27 Apr 2026

The Legal Side Of M&A: What Founders Get Wrong And How To Get Ahead Of It

Dear Ryan – Wealthtech Industry Advice For All

Ryan George Advises On The Difference Between A Hard Season And A Real Signal

By WSR Newsroom

/ 27 Apr 2026

Dear Ryan – Wealthtech Industry Advice For All

Latest News from WSR

Liquidity, Regulation And Alts Access Among IPA Summit Topics

How Advisors Can Future-Proof Their Firm Before A Sale

IPA Summit Spotlights Private Markets, Regulation And Capital Formation

Sowell Pivoting To High Net Worth With Launch Of Cache River

Cetera Combines Two Units Into RIA Cetera Planning Partners

No Longer A “Leap Of Faith”: Advisors Go Independent With Intent And Momentum

AI Washing: What It Is And How Advisors Can Spot It

How Advisors Can Navigate Tax Law Changes And Estate Planning With Their Clients

The Legal Side Of M&A: What Founders Get Wrong And How To Get Ahead Of It

Dear Ryan – Wealthtech Industry Advice For All

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