Latest News from WSR

Surprise! Tech-Enabled FA Recruiting Beats Expectations

Pandemic-Driven Digitization of FA Recruiting Continues to Transform the Industry

/ 9 Sep 2021

Surprise! Tech-Enabled FA Recruiting Beats Expectations

Q&A: Atria’s Kevin Beard on Optimizing Advisor Recruiting

Atria’s Chief Growth Officer & Founding Partner, Kevin Beard, Discusses How The Firm Drives Recruiting Success and Adds Value to Newly-Recruited Advisors From the Outset

By James Miller

/ 9 Sep 2021

Q&A: Atria’s Kevin Beard on Optimizing Advisor Recruiting

The End Times for Small RIAs? Tuck in to a Happy Labor Day Weekend!

Is It “Apocalypse Now” for Small to Mid-Sized Independent RIAs?

By Larry Roth

/ 2 Sep 2021

The End Times for Small RIAs? Tuck in to a Happy Labor Day Weekend!

Small RIA Owners: How to Address Your Escalating Costs and Complexities

Beyond “Change of Control” Exit Deals, Small RIA Owners with Continued Career Runways See Advantages of Tuck-In Deals with Large RIAs

By WSR Newsroom

/ 2 Sep 2021

Small RIA Owners: How to Address Your Escalating Costs and Complexities

Real Estate Roundtable: Will Property Bidding Wars Continue?

Our Expert Panel of Independent Mortgage Brokers Provide Insights on Property Bidding and Home Equity Loan Trends, and Whether the “28 / 36 Rule” Remains Relevant

By WSR Newsroom

/ 2 Sep 2021

Real Estate Roundtable: Will Property Bidding Wars Continue?

Ask the Experts: Give Up Having My Own RIA?

As Regulatory Costs and Complexities for RIAs Increase, Small and Mid-Sized Business Owners Are Exploring “IAR-Only” and “Tuck In” Possibilities

By Janeesa Hollingshead

/ 2 Sep 2021

Ask the Experts: Give Up Having My Own RIA?

Time to Hang up the RIA Gloves? Here’s What WSR Readers Think

Our Latest WSR Survey of Financial Advisor Readers Suggest Broader Shifts to the Small and Mid-Sized RIA Segment Have Just Begin

By Michael Madden

/ 2 Sep 2021

Time to Hang up the RIA Gloves? Here’s What WSR Readers Think

Don’t Use Your Kid’s Pool Toys to Flee Ponzi Scheme Justice

A November Submersible Ride to Escape the FBI, Links Between Pizza and Wealth Management and More

By James Miller

/ 26 Aug 2021

Don’t Use Your Kid’s Pool Toys to Flee Ponzi Scheme Justice

Lake Diving to Avoid Being Arrested – Our Latest Bizarre Industry Bazaar and More!

WSR’s Favorite Misanthrope James Miller’s Pick of the Wildest and Weirdest Industry News Stories, Plus Tech-Driven Employee Compliance Best Practices

By Larry Roth

/ 26 Aug 2021

Lake Diving to Avoid Being Arrested – Our Latest Bizarre Industry Bazaar and More!

Wow, You Have Lots of Compliance Data!! Now What?

Collecting Data Is Step One Towards the Future of Tech-Driven Compliance

By WSR Newsroom

/ 26 Aug 2021

Wow, You Have Lots of Compliance Data!! Now What?

Paging Dr. Panic Attack! EQ training for resurgent pandemic anxieties – Plus, de-escalating client complaints and advocacy for retail investors

Operations, Technology and Strategy Aside, the Business of Wealth Management Remains Driven by Relationships and People

By Larry Roth

/ 19 Aug 2021

Paging Dr. Panic Attack! EQ training for resurgent pandemic anxieties – Plus, de-escalating client complaints and advocacy for retail investors

Pandemic Anxieties for FAs, Clients Are Skyrocketing Again – Emotional Quotient Training Could Help

As “Whipsaw” Pandemic Anxieties Intensify, Beacon Partners’ Meg Hanington Discusses the Future of EQ-Driven Business Coaching for Financial Advisors

By James Miller

/ 19 Aug 2021

Pandemic Anxieties for FAs, Clients Are Skyrocketing Again – Emotional Quotient Training Could Help

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