Latest News from WSR

World Investment Advisors Hires Osaic’s Tyler Mahoney As CFO

Mahoney Will Support The Firm’s Growth And Acquisitions

By Michael Madden

/ 14 Jan 2026

World Investment Advisors Hires Osaic’s Tyler Mahoney As CFO

Independent Financial Group Forms President’s Advisory Council

Council Tasked With Providing Advisor Feedback On Firm Initiatives And Serving As Liaisons Between Leadership And Affiliated Advisors

By Janeesa Hollingshead

/ 14 Jan 2026

Independent Financial Group Forms President’s Advisory Council

Investments Roundup: CAIS, Mercer, iCapital, Raymond James And More

News Featuring CAIS, Mercer, iCapital, Raymond James, LPL, BlackRock, Cerity, Cerulli, State Street, Janus Henderson, BondBloxx And Milemarker.

By WSR Newsroom

/ 13 Jan 2026

Investments Roundup: CAIS, Mercer, iCapital, Raymond James And More

Deals & Recruiting Roundup: SEI, Envestnet, EP Wealth, AllianceBernstein And More

Minority Stake By Cambridge. Acquisitions By EP Wealth, Mariner, Cerity And Mercer. Recruiting By Genesis Wealth And Prospera. Appointments By AllianceBernstein, Envestnet, SEI And Choreo. Research By Jump.

By Thomas Lee

/ 13 Jan 2026

Deals & Recruiting Roundup: SEI, Envestnet, EP Wealth, AllianceBernstein And More

Choreo Taps Erik Merkau To Lead National Advisory Teams

Industry Veteran To Guide Expansion Of Firm’s Integrated Tax And Wealth Advisory Platform

By James Miller

/ 13 Jan 2026

Choreo Taps Erik Merkau To Lead National Advisory Teams

When The Dog Catches The Car: Can Winning At M&A Risk Losing?

Rather Than ‘Growth At Any Cost,’ Buyers Should Follow A Disciplined, Long-Term Approach Emphasizing Organic Growth And Client Retention

By WSR Newsroom

/ 13 Jan 2026

When The Dog Catches The Car: Can Winning At M&A Risk Losing?

Hightower Hires Chief Compliance Officer From Edelman

Bob Lavigne Takes The Newly Created Role of Hightower Holdings CCO, While Claire Gorman Remains Hightower Advisors CCO

By Jeff Berman

/ 13 Jan 2026

Hightower Hires Chief Compliance Officer From Edelman

How Advisors Can Turn Exit Planning Into A Powerful Growth Strategy

Exit Planning Deepens Client Trust And Interaction, And Leverages The Same Principles As Financial Planning

By WSR Newsroom

/ 13 Jan 2026

How Advisors Can Turn Exit Planning Into A Powerful Growth Strategy

Invest In Others Announces Recipients Of 2025 Grant Program Funding

Charitable Foundation Grants $290,000 To 16 Nonprofits Supported By Financial Advisors

By Jeff Berman

/ 9 Jan 2026

Invest In Others Announces Recipients Of 2025 Grant Program Funding

Mercer Adds Almost $1 Billion In AUM With Two Latest Acquisitions

Mercer Purchased Long Run Wealth Advisors And Poterack Capital Advisory In Transactions That Closed Dec. 31, It Says

By Jeff Berman

/ 8 Jan 2026

Mercer Adds Almost $1 Billion In AUM With Two Latest Acquisitions

Cerity Adds $1.4 Billion In AUM By Merging With Austin Private Wealth

The Transaction Closed On Dec. 31 And Expands Cerity’s Footprint In The Austin, Texas, ‘Key Growth Market’

By Jeff Berman

/ 7 Jan 2026

Cerity Adds $1.4 Billion In AUM By Merging With Austin Private Wealth

Latest News from WSR

World Investment Advisors Hires Osaic’s Tyler Mahoney As CFO

Independent Financial Group Forms President’s Advisory Council

Choreo Taps Erik Merkau To Lead National Advisory Teams

When The Dog Catches The Car: Can Winning At M&A Risk Losing?

Hightower Hires Chief Compliance Officer From Edelman

How Advisors Can Turn Exit Planning Into A Powerful Growth Strategy

Invest In Others Announces Recipients Of 2025 Grant Program Funding

Mercer Adds Almost $1 Billion In AUM With Two Latest Acquisitions

Cerity Adds $1.4 Billion In AUM By Merging With Austin Private Wealth

3 articles left!

Just one quick step