Latest News from WSR

T3’s AI University: Agents, Prospecting And Transformation

Experts Teach About Building AI Agents, Digital Prospecting And Avoiding Common Pitfalls

By Julius Buchanan

/ 10 Mar 2026

T3’s AI University: Agents, Prospecting And Transformation

Deals & Recruiting Roundup: Savant, Hightower, Osaic And More

Acquisitions By Savant, Wealth Enhancement, Hightower, Aspen Standard, Carson And MCF; J.C. Flowers Backing Accelerated Wealth; Recruiting By Osaic; Sowell Partners With Altruist; Mercer Launches Women’s Practice; And Appointments By Cambridge And Wealth.com.

By WSR Newsroom

/ 10 Mar 2026

Deals & Recruiting Roundup: Savant, Hightower, Osaic And More

Generative AI Upends Marketing For Financial Advisors

Chatbots Like ChatGPT And Gemini Are Making Traditional Internet Searches Increasingly Irrelevant As GEO Rises In Importance Compared With SEO

By Larry Roth

/ 9 Mar 2026

Generative AI Upends Marketing For Financial Advisors

Merit Selects OneVest As A Technology Partner

The Atlanta RIA Is Deploying OneVest’s Wealth Platform To Standardize Workflows, Streamline Advisor Onboarding And Support Post-Acquisition Integration.

By Jeff Berman

/ 6 Mar 2026

Wealth Enhancement Buys $6.7 Billion Oregon RIA And Affiliated Firm

The Addition Of Portland-Based H Group And FocusPoint Solutions Increases Wealth Enhancement’s Client Assets To Over $142.6 Billion.

By Jeff Berman

/ 5 Mar 2026

Wealth Enhancement Buys $6.7 Billion Oregon RIA And Affiliated Firm

Private Markets, Independence And Why AI Fails

Plus Our WSRIA And Deals & Recruiting Roundups, Surveys On AI And Legacy Planning, Sustainable Organic Growth, Integrated’s Business Owner Move, Sagient’s New CIO And Seven Bridges’ Launch

By Larry Roth

/ 4 Mar 2026

Private Markets, Independence And Why AI Fails

Fidelity Expands Alts Investment Resources For RIAs And BDs

The Firm Adds New Turnkey Model Portfolios And An Education Program For Wealth Management Firms.

By Jeff Berman

/ 4 Mar 2026

Fidelity Expands Alts Investment Resources For RIAs And BDs

SurgeONE.ai To Consolidate Regulatory Tech Stack For United Planners

Partnership Brings United Planners’ Compliance Automation, Cybersecurity And Data Integration Onto A Single AI-Based Platform

By WSR Newsroom

/ 4 Mar 2026

SurgeONE.ai To Consolidate Regulatory Tech Stack For United Planners

RBC Survey: High Net Worth Women’s Economic Power Is Rising

Millennial Women’s Wealth Is Outpacing Men’s, Heralding A New Era Of Financial Dominance Among Advisors’ Younger Wealthy Clients, RBC Wealth Management Says.

By Jeff Berman

/ 3 Mar 2026

RBC Survey: High Net Worth Women’s Economic Power Is Rising

WSRIA Roundup: MAI, Hamilton Lane, Aerodigm, Summit, Arax And More

Acquisitions By MAI, Bluespring, Waverly, CW Advisors And Arax; ECHELON’s M&A Report; Summit’s Merger With Premier; Aerodigm’s Launch; Appointments By Sowell And Composition; And Research By F2 And Hamilton Lane

By WSR Newsroom

/ 3 Mar 2026

WSRIA Roundup: MAI, Hamilton Lane, Aerodigm, Summit, Arax And More

Deals & Recruiting Roundup: Constellation Wealth, Beacon Pointe, Docupace, EP Wealth And More

M&A By Constellation Wealth, Beacon Pointe, Docupace And EP Wealth; Integrated Private Wealth Launches; Recruiting By Osaic, CAPTRUST And NewEdge; FPA Partners With Snappy Kraken; Gerber Kawasaki Selects Altruist; And Leadership Appointments By Sagient, Docupace And Beacon Pointe

By WSR Newsroom

/ 3 Mar 2026

Latest News from WSR

T3’s AI University: Agents, Prospecting And Transformation

Generative AI Upends Marketing For Financial Advisors

Merit Selects OneVest As A Technology Partner

Wealth Enhancement Buys $6.7 Billion Oregon RIA And Affiliated Firm

Fidelity Expands Alts Investment Resources For RIAs And BDs

SurgeONE.ai To Consolidate Regulatory Tech Stack For United Planners

RBC Survey: High Net Worth Women’s Economic Power Is Rising

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