Latest News from WSR

MAI Names Former Focus Financial Exec As Its CMO

The Appointment Of Kathleen Alcorn As CMO Is The Latest Step In MAI’s Growth Strategy And Follows Its Recently Announced Purchase Of Evoke Advisors.

By Jeff Berman

/ 9 Oct 2025

MAI Names Former Focus Financial Exec As Its CMO

IFG Adds Maryland-Based Advisors From Commonwealth

The Baltimore Area Recruits Have A History Of Collaboration

By James Miller

/ 9 Oct 2025

IFG Adds Maryland-Based Advisors From Commonwealth

Behavioral Finance: A Bridge To Better Connect Advisors And Clients

Experts Discuss Behavioral Finance And Its Benefits To Advisors And Clients

By Janeesa Hollingshead

/ 9 Oct 2025

Behavioral Finance: A Bridge To Better Connect Advisors And Clients

Cetera Recruits $1.1 Billion New Jersey Advisor Team From Commonwealth

King Financial Network, A 14-Person Team In Manalapan, New Jersey, Joins Cetera’s Summit Financial Networks.

By Jeff Berman

/ 8 Oct 2025

Cetera Recruits $1.1 Billion New Jersey Advisor Team From Commonwealth

Technology And Wealth Transfers, Agentic AI And Giving Back

Plus Our Deals & Recruiting Roundup, CAIS Expands Alts, Mid Penn Buys RIA, AmeriFlex And Sanctuary Recruit, Evergreen Launches And Raymond James Introduces ETFs

By Larry Roth

/ 8 Oct 2025

Technology And Wealth Transfers, Agentic AI And Giving Back

Edelman Financial Engines Buys $300 Million Wisconsin RIA

The Acquisition Of Hasenberg Financial Group Expands EFE’s Midwest Footprint And Strengthens Its Estate Planning Services.

By Jeff Berman

/ 7 Oct 2025

Edelman Financial Engines Buys $300 Million Wisconsin RIA

World Names Ed Walters, Formerly Of Lincoln, As President

The Firm Also Announced CEO Troy Hammond Will Depart At Year End

By Janeesa Hollingshead

/ 7 Oct 2025

World Names Ed Walters, Formerly Of Lincoln, As President

Deals & Recruiting Roundup: EP, Corient, Dynasty, Wealth.com, RFG And More

Acquisitions By Mid Penn, Perigon And Corient. Ares Stakes EP Wealth. Dynasty Gets A Credit Line. Recruiting By Sanctuary, AmeriFlex And LPL. Debut By Evergreen. Wealth.com Partners With Osaic. Appointments By RFG And U.S. Bancorp.

By Thomas Lee

/ 7 Oct 2025

Deals & Recruiting Roundup: EP, Corient, Dynasty, Wealth.com, RFG And More

Cerulli: Independent Broker-Dealers Continue To Lead Growth In Advisor-Managed Assets

The IBD Channel Saw 21.5% Year-Over-Year Growth In Advisor-Managed Assets In 2024, According To Research Firm Cerulli.

By Jeff Berman

/ 6 Oct 2025

Cerulli: Independent Broker-Dealers Continue To Lead Growth In Advisor-Managed Assets

Trilogy Financial Services Hires Amy Kane As Head Of Wealth Planning

Kane Reports To Chief Strategy Officer Mike Broker In Newly Created Role

By Michael Madden

/ 6 Oct 2025

Trilogy Financial Services Hires Amy Kane As Head Of Wealth Planning

How Giving Can Become A Cornerstone Of Personal Fulfillment And Professional Success

The Private Advisor Group Co-Founder And Managing Director Discusses How Surviving Leukemia And Volunteering Helped Him Be A Leader And Inspire Colleagues And Communities.

By Jeff Berman

/ 6 Oct 2025

How Giving Can Become A Cornerstone Of Personal Fulfillment And Professional Success

Raymond James Launches Its First Active ETFs

The ETFs Include Large-Cap Equity, Municipal And Fixed Income Alternative Strategies

By Jeff Berman

/ 3 Oct 2025

Raymond James Launches Its First Active ETFs

Latest News from WSR

MAI Names Former Focus Financial Exec As Its CMO

IFG Adds Maryland-Based Advisors From Commonwealth

Behavioral Finance: A Bridge To Better Connect Advisors And Clients

Cetera Recruits $1.1 Billion New Jersey Advisor Team From Commonwealth

Edelman Financial Engines Buys $300 Million Wisconsin RIA

World Names Ed Walters, Formerly Of Lincoln, As President

Cerulli: Independent Broker-Dealers Continue To Lead Growth In Advisor-Managed Assets

Trilogy Financial Services Hires Amy Kane As Head Of Wealth Planning

How Giving Can Become A Cornerstone Of Personal Fulfillment And Professional Success

Raymond James Launches Its First Active ETFs

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