Latest News from WSR

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

Hightower To Acquire $9.5 Billion RIA The Bahnsen Group

The Purchase Is Expected To Close In The Third Quarter Of 2026, Hightower Says.

By Jeff Berman

/ 24 Apr 2026

Hightower To Acquire $9.5 Billion RIA The Bahnsen Group

Fiduciary Vs. Suitability Standards: Do Your Clients Understand The Difference?

Clients Should Understand How Their Advisor Is Obligated To Serve Them

By WSR Newsroom

/ 24 Apr 2026

Fiduciary Vs. Suitability Standards: Do Your Clients Understand The Difference?

Patent Perspectives: Financial Literacy Matters — It’s More Than Just The Basics

When Advisors Educate Clients, They Build Trust And Credibility And Empower Clients To Have Healthy Relationships With Money

By WSR Newsroom

/ 24 Apr 2026

Patent Perspectives: Financial Literacy Matters — It’s More Than Just The Basics

Alignment Is The Missing Variable In Wealth Management

Clients Need A Framework That Aligns Decisions, Stakeholders And Priorities

By WSR Newsroom

/ 23 Apr 2026

Alignment Is The Missing Variable In Wealth Management

Docupace’s Filanowski: Building The Next Generation Of Wealth Operations Platforms

Docupace’s New CEO Speaks With WSR About Data, Fragmentation, Compliance, AI And Infrastructure

By James Miller

/ 23 Apr 2026

Docupace’s Filanowski: Building The Next Generation Of Wealth Operations Platforms

Regtech Surge: With AI, Everyone’s Selling The 80%. The Value Is The 20%.

To Succeed With AI, Compliance Must Keep In Mind Integration, Security, Audit Logging, The Human-In-The-Loop, Validation And Trust

By WSR Newsroom

/ 23 Apr 2026

Regtech Surge: With AI, Everyone’s Selling The 80%. The Value Is The 20%.

Finding The Right Formula For Advisor Recruitment And Retention

EP Wealth’s Megan Glover And eMoney Advisor’s Connor Sung Discuss What They See As The Most Pressing Issues In Advisor Recruitment And Retention.

By Jeff Berman

/ 22 Apr 2026

Finding The Right Formula For Advisor Recruitment And Retention

Regulatory Conferences, 20 Years Of Charity And Modernizing Commissions

Plus Our Wealthtech And Deals & Recruiting Roundups, Our Guide To Compliance And Regulatory Conferences, Hue Partners: M&A Confidential, Research By DeVoe And F2, LPL Buying Mariner Advisor Network And More

By Larry Roth

/ 22 Apr 2026

Regulatory Conferences, 20 Years Of Charity And Modernizing Commissions

Wealthtech Roundup: Jump, Vanguard, BetaNXT And More

News Featuring Jump, Axtella, Lido Advisors, Carson Group, Cambridge, Vestmark, BetaNXT, InvestSuite, Vanguard, FINNY, Wealth.com And TIFIN

By WSR Newsroom

/ 21 Apr 2026

Wealthtech Roundup: Jump, Vanguard, BetaNXT And More

Deals & Recruiting Roundup: LPL, Corient, Caprock, Osaic And More

Acquisitions By LPL, OnePoint BFG, Wealth Enhancement And Corient; DeVoe’s Report On M&A; Wealth.com’s Capital Raise; Integrated’s Recruiting; Caprock’s Expansion; And Appointments By Docupace, Hightower, Osaic And Oppenheimer

By WSR Newsroom

/ 21 Apr 2026

Deals & Recruiting Roundup: LPL, Corient, Caprock, Osaic And More

Latest News from WSR

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

Dear Ryan – Wealthtech Industry Advice For All

Hightower To Acquire $9.5 Billion RIA The Bahnsen Group

Fiduciary Vs. Suitability Standards: Do Your Clients Understand The Difference?

Patent Perspectives: Financial Literacy Matters — It’s More Than Just The Basics

Alignment Is The Missing Variable In Wealth Management

Docupace’s Filanowski: Building The Next Generation Of Wealth Operations Platforms

Regtech Surge: With AI, Everyone’s Selling The 80%. The Value Is The 20%.

Finding The Right Formula For Advisor Recruitment And Retention

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