Latest News from WSR

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

Beacon Pointe Adds $695 Million By Buying Two Advisory Firms

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

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