Latest News from WSR

Down Memory Lane: Top 5 Stories For WSR’s First Half Decade

WSR Marks Our Fifth Anniversary This Month With A Look Back At The Top Story For Each Year

By Julius Buchanan

/ 13 Apr 2026

Down Memory Lane: Top 5 Stories For WSR’s First Half Decade

The Marketing Playbook That Helps RIAs Command Premium Valuations

To Attract High Valuations, Firms Should Leverage AI For Communication, Document Growth Engine Metrics, Develop Niches And Plan For Unified Communication Systems

By WSR Newsroom

/ 13 Apr 2026

The Marketing Playbook That Helps RIAs Command Premium Valuations

WealthReach Acquires IP Of Advisor Services Firm Model FA

The Firm Also Launches A Consulting Practice To Help Advisors With Organic Growth

By Jeff Berman

/ 10 Apr 2026

WealthReach Acquires IP Of Advisor Services Firm Model FA

RIA Soltis Acquires Bellevue, Washington, CPA Firm

The Addition Of GDM Private Financial Solutions Strengthens The RIA’s In-House Tax Capabilities, It Says.

By Jeff Berman

/ 9 Apr 2026

RIA Soltis Acquires Bellevue, Washington, CPA Firm

Sanctuary Onboards $260 Million Breakaway From Merrill

Chicago-Area OPT Wealth Management Serves High Net Worth Clientele

By WSR Newsroom

/ 9 Apr 2026

Sanctuary Onboards $260 Million Breakaway From Merrill

Hightower Signature Wealth Acquires $3.2 Billion Massachusetts Firm

Lexington Wealth Management Joins Hightower’s National Direct-To-Consumer Advisory Practice

By Jeff Berman

/ 8 Apr 2026

Hightower Signature Wealth Acquires $3.2 Billion Massachusetts Firm

Honoring Top CFOs And Recruiting Solo And Duo Teams

Plus Hue Partners: M&A Confidential, Our WSRIA And Deals & Recruiting Roundups, A New Advice Column, Mercer’s And NorthRock’s Acquisitions, Carlyle Buys MAI, Cambridge’s AI Move, Socium Merges With Amplify Wealth And More

By Larry Roth

/ 8 Apr 2026

Honoring Top CFOs And Recruiting Solo And Duo Teams

Prudential Onboards Two Advisors Totaling Over $300 Million

Keith Loegering Joins From RBC And Brian Montalbano Joins From Synovus

By WSR Newsroom

/ 8 Apr 2026

Prudential Onboards Two Advisors Totaling Over $300 Million

WSR Names CFO 5 – Top Wealth Management CFOs

WSR Recognizes CFOs From Osaic, Cetera, VestGen, Dynasty And Choreo In Fourth Annual CFO 5

By Thomas Lee

/ 7 Apr 2026

WSR Names CFO 5 – Top Wealth Management CFOs

WSRIA Roundup: Savant, Wealth Enhancement, Altruist And More

Acquisitions By Savant, Wealth Enhancement, Aspen Standard And Creative Planning; Investments By Constellation, Rise Growth, Summit, WPCG And HGGC; NewEdge Partners With Stonegate; Gerber Kawasaki Partners With Altruist; Mercer Launching Its Women & Wealth Practice

By WSR Newsroom

/ 7 Apr 2026

WSRIA Roundup: Savant, Wealth Enhancement, Altruist And More

Deals & Recruiting Roundup: Carlyle, Modern Wealth, LPL And More

Carlyle Stakes MAI; Acquisitions By Modern Wealth, Mercer, NorthRock, Integrated, Savant, EP Wealth And Cambridge; Recruiting By Lincoln Investment And LPL; And Appointments By Moneta And Oppenheimer

By WSR Newsroom

/ 7 Apr 2026

Deals & Recruiting Roundup: Carlyle, Modern Wealth, LPL And More

BetaNXT Launches InsightX AI Platform And Creates Innovation Lab

The Wealthtech Firm’s Latest AI Solutions Were Developed For The Operational Needs Of Wealth And Asset Management Companies, It Says.

By Jeff Berman

/ 7 Apr 2026

BetaNXT Launches InsightX AI Platform And Creates Innovation Lab

Latest News from WSR

Down Memory Lane: Top 5 Stories For WSR’s First Half Decade

The Marketing Playbook That Helps RIAs Command Premium Valuations

WealthReach Acquires IP Of Advisor Services Firm Model FA

RIA Soltis Acquires Bellevue, Washington, CPA Firm

Sanctuary Onboards $260 Million Breakaway From Merrill

Hightower Signature Wealth Acquires $3.2 Billion Massachusetts Firm

Prudential Onboards Two Advisors Totaling Over $300 Million

WSR Names CFO 5 – Top Wealth Management CFOs

BetaNXT Launches InsightX AI Platform And Creates Innovation Lab

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