Latest News from WSR

The Efficiency Illusion: ‘Busy’ RIAs Are Quietly Capping Their Growth And Value

Efficiency Comes From Standardization And Simplification, And You Don’t Have To Sacrifice Relationships To Make It Happen

By WSR Newsroom

/ 6 Apr 2026

The Efficiency Illusion: ‘Busy’ RIAs Are Quietly Capping Their Growth And Value

Insurance Firms Are Leaning Into Wealth Management With Impressive Results

The Growing Intersection Of Insurance And Wealth Management Is Reshaping Advisor Choices

By WSR Newsroom

/ 6 Apr 2026

Insurance Firms Are Leaning Into Wealth Management With Impressive Results

Modern Wealth Enters Florida Market With Purchase Of $1.2 Billion Ex-LPL Affiliate

The Firm’s Purchase Of Plantation, Florida-Based Legacy Wealth Management Closed On March 20.

By Jeff Berman

/ 3 Apr 2026

Modern Wealth Enters Florida Market With Purchase Of $1.2 Billion Ex-LPL Affiliate

CogniCor Case Study Demonstrates Time Savings

Study Finds RIA Plancorp Saved Between Three And 10 Hours Per Day Using Intelligence Layer To Integrate Workflows

By WSR Newsroom

/ 3 Apr 2026

CogniCor Case Study Demonstrates Time Savings

Socium Advisors Merges With $1.6 Billion Amplify Wealth Partners

Deal Increases Socium’s Assets To $4.3 Billion And Expands Its Footprint Into Wisconsin

By WSR Newsroom

/ 2 Apr 2026

Socium Advisors Merges With $1.6 Billion Amplify Wealth Partners

Artisancap Adds $3.4 Billion In Assets Since January 2025

Firm CEO And President Attributes Success To Culture And Community

By WSR Newsroom

/ 2 Apr 2026

Artisancap Adds $3.4 Billion In Assets Since January 2025

NorthRock Buys $950 Million Midwest RIA

The Firm’s Purchase Of Vantage Financial Partners Adds Locations In Ohio, South Dakota And Wisconsin.

By Jeff Berman

/ 2 Apr 2026

WSR’s Five Year Anniversary

Thanks For Being Part Of Our Journey

By Larry Roth

/ 1 Apr 2026

Carlyle To Acquire Majority Stake In MAI At $2.8 Billion Valuation

Galway, Oak Hill And Harvest Partners Will Exit Ownership. Employees Will Continue To Hold A ‘Large’ Minority Stake.

By Jeff Berman

/ 1 Apr 2026

Carlyle To Acquire Majority Stake In MAI At $2.8 Billion Valuation

Succession Planning And Cultural Issues In Integration

Plus Our Wealthtech And Deals & Recruiting Roundups, Improving Operations, Women In Wealth Management, Diamond’s Report On Advisor Transitions, Balancing Identity With Flexibility, Invest in Others' New Board, Beacon Pointe’s And Composition’s Buys, A Charity Launch And More

By Larry Roth

/ 1 Apr 2026

Succession Planning And Cultural Issues In Integration

Dear Ryan – Wealthtech Industry Advice For All

Docupace CMO Ryan George Advises A COO Who Feels The CEO Isn’t Listening

By WSR Newsroom

/ 1 Apr 2026

Dear Ryan – Wealthtech Industry Advice For All

Latest News from WSR

The Efficiency Illusion: ‘Busy’ RIAs Are Quietly Capping Their Growth And Value

Insurance Firms Are Leaning Into Wealth Management With Impressive Results

Modern Wealth Enters Florida Market With Purchase Of $1.2 Billion Ex-LPL Affiliate

CogniCor Case Study Demonstrates Time Savings

Socium Advisors Merges With $1.6 Billion Amplify Wealth Partners

Artisancap Adds $3.4 Billion In Assets Since January 2025

NorthRock Buys $950 Million Midwest RIA

Carlyle To Acquire Majority Stake In MAI At $2.8 Billion Valuation

Dear Ryan – Wealthtech Industry Advice For All

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