Latest News from WSR

Approaches For Home Offices Recruiting Solo And Duo Teams

One- And Two-Person Practices May Be Attractive Recruits Due To Simpler Transitions And Long-Term Fit

By Thomas Lee

/ 1 Apr 2026

Approaches For Home Offices Recruiting Solo And Duo Teams

Cambridge Launches AI-Enabled Chat Assistant

‘Indy’ Is Trained On Cambridge Data And Incorporates Regulatory Compliance Into Its Design

By WSR Newsroom

/ 31 Mar 2026

Cambridge Launches AI-Enabled Chat Assistant

Mercer Adds $1.5 Billion New Hampshire RIA

Mercer Purchased Portsmouth, New Hampshire-Based Charter Oak Capital Management In Transaction That Closed Tuesday, It Said

By Jeff Berman

/ 31 Mar 2026

Mercer Adds $1.5 Billion New Hampshire RIA

Wealthtech Roundup: Envestnet, Orion, Nitrogen And More

News Featuring Envestnet, Orion, JIFFYAI, SurgeONE.ai, eMoney, Nitrogen, april, Arch, Jump, OneVest, Oasis Group, Apex, Conquest, WealthFeed And Altruist

By WSR Newsroom

/ 31 Mar 2026

Wealthtech Roundup: Envestnet, Orion, Nitrogen And More

Deals & Recruiting Roundup: Composition, Cyndeo, Amplify And More

M&A By Composition, Beacon Pointe, Verdence, Accelerated Wealth And Creative Planning; Recruiting By Cyndeo, Raymond James And LPL; And Appointments By Amplify, PPB, Cetera And Howard Capital

By WSR Newsroom

/ 31 Mar 2026

Deals & Recruiting Roundup: Composition, Cyndeo, Amplify And More

Cerulli: Mass-Affluent Are A $25 Trillion Market Opportunity

Households With $100,000 To $2 Million In Assets Have Seen Their Wealth Grow From $14 Trillion In 2013 To $25 Trillion In 2025, Cerulli Says.

By Jeff Berman

/ 30 Mar 2026

Cerulli: Mass-Affluent Are A $25 Trillion Market Opportunity

How To Build A Firm That Thrives For Decades

Succession Planning Supports Growth And Protects Clients. Waiting To Plan Is Risky.

By WSR Newsroom

/ 30 Mar 2026

How To Build A Firm That Thrives For Decades

Diamond Consultants Report: Advisor Movement ‘Accelerated’ In 2025

More Than 11,000 Advisors With Over Three Years Of Service Changed Firms Last Year, Up 16.2% From 2024, New Report Says.

By Jeff Berman

/ 27 Mar 2026

Diamond Consultants Report: Advisor Movement ‘Accelerated’ In 2025

Holistiplan Appoints Stephen Langlois To Board Of Directors

Former Kestra And Fidelity Executive To Advise Software Provider On Market Share And Advisor Adoption

By WSR Newsroom

/ 27 Mar 2026

Holistiplan Appoints Stephen Langlois To Board Of Directors

Patent Perspectives: Women’s Influence Is Reshaping Wealth Management

Hynes Discusses The Slow Pace Of Change, Serving Women Clients, Advancing Women Advisors And The Great Wealth Transfer

By James Miller

/ 26 Mar 2026

Patent Perspectives: Women’s Influence Is Reshaping Wealth Management

Independent Financial Group Launches Impact For Good Charitable Foundation

Foundation To Serve As Centerpiece Of IFG’s Initiative To Deepen Community Engagement And Employee Giving

By WSR Newsroom

/ 26 Mar 2026

Independent Financial Group Launches Impact For Good Charitable Foundation

Beacon Pointe Adds $695 Million By Buying Two Advisory Firms

Acquisitions Add To Beacon Pointe Presence In Texas, California And Tennessee

By Jeff Berman

/ 25 Mar 2026

Latest News from WSR

Approaches For Home Offices Recruiting Solo And Duo Teams

Cambridge Launches AI-Enabled Chat Assistant

Mercer Adds $1.5 Billion New Hampshire RIA

Cerulli: Mass-Affluent Are A $25 Trillion Market Opportunity

How To Build A Firm That Thrives For Decades

Diamond Consultants Report: Advisor Movement ‘Accelerated’ In 2025

Holistiplan Appoints Stephen Langlois To Board Of Directors

Patent Perspectives: Women’s Influence Is Reshaping Wealth Management

Independent Financial Group Launches Impact For Good Charitable Foundation

Beacon Pointe Adds $695 Million By Buying Two Advisory Firms

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