Latest News from WSR

CEOs Address Importance Of Financial Services Advocacy

CEOs Of FSI, Lincoln And Docupace Address Long-Term Advocacy, Current Issues And Regulator Education At FSI’s Forum & Capitol Hill Day

By Julius Buchanan

/ 22 May 2025

CEOs Address Importance Of Financial Services Advocacy

Reframing Succession Planning As A Prioritization Exercise

Advisors Can Help Business Owner Clients Plan For Succession Using Skills They Already Possess

By WSR Newsroom

/ 22 May 2025

Extraordinary Stories: How Heart Surgery Led To An Advisor’s Independence

Savvy Advisors Wealth Manager Dustin Roberts Explains How Open Heart Surgery Changed His Perspective On Life And Career.

By Jeff Berman

/ 21 May 2025

Dustin Roberts, Wealth Manager, Savvy Advisors

FSI Forum: Washington Update, SEC Commissioner And FINRA CEO

FSI Event Addresses Next Gen, Congress, Tax Reforms, Regulatory Initiatives, Proposed Rules, AI, ‘Regulation By Enforcement’ And More

By Julius Buchanan

/ 21 May 2025

FSI Forum: Washington Update, SEC Commissioner And FINRA CEO

Your Skills Can Make A Difference

Plus Our Deals & Recruiting Roundup, AI For Advisors, Custodian Conferences, Surge Ventures’ New AI Platform, Hightower’s $3.8 Billion Acquisition, NWF Rebrands As Artisan, Sanctuary’s $2 Billion Recruit And Sowell’s Partnership With Goldman

By Larry Roth

/ 21 May 2025

The Pros And Cons Of The PE Secondaries Market For Advisory Clients

Experts At Regent Peak, Opto And Modern Wealth Unpack The Market For Private Equity Secondaries, How These May Fit Into Clients’ Portfolios And What To Look For

By WSR Newsroom

/ 20 May 2025

The Pros And Cons Of The PE Secondaries Market For Advisory Clients

Deals & Recruiting Roundup: HUB, iCapital, Hightower, Addepar And More

M&A By HUB, iCapital, Hightower And Addepar. NWF Rebrands To Artisan. Recruitments By Sanctuary, Raymond James, Osaic And NewEdge. Sowell Partners With Goldman. Appointments By Rothschild And Emigrant.

By WSR Newsroom

/ 20 May 2025

Deals & Recruiting Roundup: HUB, iCapital, Hightower, Addepar And More

Bridging Purpose And Profession: Volunteerism Among Financial Advisors

Professional Volunteering Is Reshaping The Financial Services Industry’s DNA

By WSR Newsroom

/ 19 May 2025

Jessica Dunham, Chief Operating Officer, Invest in Others Charitable Foundation

Sowell Partners With Goldman And GeoWealth For HNW Portfolio Strategies

Partnership Produces Exclusive Allocation Strategies Personalized To HNW Client Preferences, Tax Needs And Objectives

By Michael Madden

/ 19 May 2025

Daryl Seaton, President, Sowell Management

Carson Group And Raymond James Launch New AI-Driven Tech For Advisors

Carson Group Launches New AI Assistant, While Raymond James Rolls Out Zoom AI Companion Meeting Summaries.

By Jeff Berman

/ 16 May 2025

Dani Fava, Chief Strategy Officer, Carson Group

$8 Billion Hybrid RIA NWF Advisory Rebrands As Artisan Capital

Los Angeles-Based NWF Advisory Group Rebrands To Emphasize Service Commitment

By James Miller

/ 15 May 2025

Shehab Mohammad, President & CEO, Artisan Capital Partners

Hightower Stakes $3.8 Billion RIA Lindbrook

With Offices In California And New York, Lindbrook Capital Is Hightower’s First Deal Of 2025.

By Jeff Berman

/ 15 May 2025

Latest News from WSR

CEOs Address Importance Of Financial Services Advocacy

Reframing Succession Planning As A Prioritization Exercise

Extraordinary Stories: How Heart Surgery Led To An Advisor’s Independence

FSI Forum: Washington Update, SEC Commissioner And FINRA CEO

The Pros And Cons Of The PE Secondaries Market For Advisory Clients

Bridging Purpose And Profession: Volunteerism Among Financial Advisors

Sowell Partners With Goldman And GeoWealth For HNW Portfolio Strategies

Carson Group And Raymond James Launch New AI-Driven Tech For Advisors

$8 Billion Hybrid RIA NWF Advisory Rebrands As Artisan Capital

Hightower Stakes $3.8 Billion RIA Lindbrook

3 articles left!

Just one quick step

Your Privacy Matters