Latest News from WSR

Top Women Leaders And Addressing Operations Needs

Plus Our Investments And Deals & Recruiting Roundups, My Quarterly M&A Review, Moneta On Philanthropy, Artisancap On Redefining Success, JIFFYAI Launching An Advisor Companion, iCapital Buying Hexure, Summit Staking Signet And Goldman Staking GeoWealth

By Larry Roth

/ 25 Mar 2026

Top Women Leaders And Addressing Operations Needs

Buying Scale, Keeping Culture

As Consolidation Accelerates In Wealth Management, Closing Deals May Be Easier Than Integrating Firms And Business Cultures

By Julius Buchanan

/ 25 Mar 2026

Composition Wealth Onboards $900 Million Edgewater From Northwestern Mutual

Tacoma, Washington-Based Firm Strengthens Composition Wealth’s Pacific Northwest Presence

By WSR Newsroom

/ 25 Mar 2026

Invest In Others Announces 2026 Board And Leadership Council

Charitable Foundation Says New Governance Model Positions It For Greater Industry Engagement And Wider Impact

By Jeff Berman

/ 24 Mar 2026

Prudential Advisors’ Buckley Elected Secretary Of Finseca

Moira Buckley Begins Four-Year Leadership Term Leading To Finseca Presidency In 2028-29

By WSR Newsroom

/ 24 Mar 2026

Prudential Advisors’ Buckley Elected Secretary Of Finseca

Cambridge Execs On Maintaining A Worldview In An Ever-Changing World

Leaders Discuss Managing Growth, Keeping Core Principles, Long-Term Focus, Cultural Alignment And More

By James Miller

/ 24 Mar 2026

Cambridge Execs On Maintaining A Worldview In An Ever-Changing World

Women In Wealth Management: Progress, Gaps And Imperatives

Pathfinder Winners Examine Where Barriers Persist For Women, How The Great Wealth Transfer Is Reshaping Demand And What Succession Looks Like For Female Advisors

By Julius Buchanan

/ 24 Mar 2026

Women In Wealth Management: Progress, Gaps And Imperatives

WSR Pathfinder Awards – Top Women Industry Leaders Of 2026

This Year WSR Honors Andree Mohr, Leslie Norman, Desireé Sii, Anne Marie Stonich And Lisandra Wilmott

By Julius Buchanan

/ 24 Mar 2026

WSR Pathfinder Awards – Top Women Industry Leaders Of 2026

Investments Roundup: iCapital, Schwab, Morningstar, Envestnet And More

News Featuring iCapital, Morningstar, Fidelity, Direxion, iAltA, Schwab, Teucrium, William Blair, HFR, Gridline, AdvisorEngine And Envestnet

By WSR Newsroom

/ 24 Mar 2026

Investments Roundup: iCapital, Schwab, Morningstar, Envestnet And More

Deals & Recruiting Roundup: Goldman, Edelman, RBC, Carson And More

Minority Stakes By Summit And Goldman Sachs; Recruiting By RBC, Raymond James, Carson, LPL, Stratos And Cetera; Edelman Launches Ownership Program; And Appointments By F2, Perigon And Republic.

By WSR Newsroom

/ 24 Mar 2026

Deals & Recruiting Roundup: Goldman, Edelman, RBC, Carson And More

Goldman Sachs Invests $42.5 Million In GeoWealth

The Minority Investment By Goldman Sachs Marks An Expansion Of GeoWealth’s Series C Financing.

By Jeff Berman

/ 20 Mar 2026

Summit Takes Minority Stake In $1.2 Billion New Jersey RIA

Summit Invests In Fellow Merchant-Backed Signet Financial Management

By Jeff Berman

/ 19 Mar 2026

Summit Takes Minority Stake In $1.2 Billion New Jersey RIA

Latest News from WSR

Buying Scale, Keeping Culture

Composition Wealth Onboards $900 Million Edgewater From Northwestern Mutual

Invest In Others Announces 2026 Board And Leadership Council

Prudential Advisors’ Buckley Elected Secretary Of Finseca

Cambridge Execs On Maintaining A Worldview In An Ever-Changing World

Women In Wealth Management: Progress, Gaps And Imperatives

WSR Pathfinder Awards – Top Women Industry Leaders Of 2026

Goldman Sachs Invests $42.5 Million In GeoWealth

Summit Takes Minority Stake In $1.2 Billion New Jersey RIA

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