Latest News from WSR

Talent Is The Real Currency In M&A

Compensation Design And Career Pathing Are Critical To Successful Partnerships

By WSR Newsroom

/ 20 Apr 2026

$800 Million Team Leaves Merrill For Sanctuary Wealth

California-Based Team Serving HNW Clients Founded Soteris Private Wealth, The Second Merrill Breakaway To Join Sanctuary This Month

By WSR Newsroom

/ 20 Apr 2026

$800 Million Team Leaves Merrill For Sanctuary Wealth

F2 Strategy: Most Wealth Management Firms Plan To Make Changes To Their Operation Models

The Biggest Source Of Friction For Advisors Remains Onboarding, The Research And Consulting Firm Says.

By Jeff Berman

/ 17 Apr 2026

F2 Strategy: Most Wealth Management Firms Plan To Make Changes To Their Operation Models

Clients Hire Perspective, Not Portals

Advisors Should Not Let Efficiency Tools Into The Client Experience

By WSR Newsroom

/ 17 Apr 2026

DeVoe: Q1 Tied The Most Active Quarter For RIA M&A Deals Ever

There Were 93 Transactions Announced In Q1, Tying Q3 2025 As The Most Active Quarter To Date, The Firm Says.

By Jeff Berman

/ 16 Apr 2026

DeVoe: Q1 Tied The Most Active Quarter For RIA M&A Deals Ever

Invest In Others Celebrates 20 Years With A New Phase Of Growth And Innovation

In An Interview With WSR, The Foundation’s President And CEO Discusses Its Founding, How The Industry Views Charitable Giving And How Charitable Giving Is Shaping The Next Generation Of Advisors

By Jeff Berman

/ 15 Apr 2026

LPL To Buy Mariner Advisor Network

In Partnership With LPL, Private Advisor Group Will Acquire Mariner Advisor Network’s Hybrid RIA Business, The Companies Say.

By Jeff Berman

/ 15 Apr 2026

Celebrating Five Years And Increasing Valuations Through Marketing

Plus Our Investments And Deals & Recruiting Roundups; Insurance Firms In Wealth Management; Modern’s, Soltis’ And Hightower’s Acquisitions; Sanctuary’s And Prudential’s Recruits; BetaNXT’s Enhancements And WealthReach’s Consulting Move

By Larry Roth

/ 15 Apr 2026

Celebrating Five Years And Increasing Valuations Through Marketing

Guide To Industry Conferences: Compliance, Governance And Regulatory

What You Need To Know About FINRA’s Annual Conference, ComplyConnect And FSI’s Advocacy Summit And OneVoice

By Thomas Lee

/ 15 Apr 2026

Guide To Industry Conferences: Compliance, Governance And Regulatory

Investments Roundup: AssetMark, iCapital, Janus And More

News Featuring AssetMark, iCapital, HFR, InspereX, Morningstar, Goldman Sachs, Canoe, State Street, Harbor Group, Janus Henderson, YCharts And RBC Global Asset Management

By WSR Newsroom

/ 14 Apr 2026

Investments Roundup: AssetMark, iCapital, Janus And More

Deals & Recruiting Roundup: Emigrant, Merit, Corient And More

Minority Stakes By Emigrant; Acquisitions By Hightower, Wealthspire, Soltis, Corient And Merit; Evertern Wealth Launches; Recruiting By Prudential, Sanctuary And RFG; And Perigon Appoints In The C-Suite

By WSR Newsroom

/ 14 Apr 2026

Deals & Recruiting Roundup: Emigrant, Merit, Corient And More

Modern Advisors Need Modern Commission Rules

No-Action Relief Helped, But Congress Must Make The Rules Clear And Permanent

By WSR Newsroom

/ 14 Apr 2026

Modern Advisors Need Modern Commission Rules

Latest News from WSR

Talent Is The Real Currency In M&A

$800 Million Team Leaves Merrill For Sanctuary Wealth

F2 Strategy: Most Wealth Management Firms Plan To Make Changes To Their Operation Models

Clients Hire Perspective, Not Portals

DeVoe: Q1 Tied The Most Active Quarter For RIA M&A Deals Ever

Invest In Others Celebrates 20 Years With A New Phase Of Growth And Innovation

LPL To Buy Mariner Advisor Network

Guide To Industry Conferences: Compliance, Governance And Regulatory

Modern Advisors Need Modern Commission Rules

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