Latest News from WSR

Quantum Computing And Growth By Client Segmentation

Plus Our Annual Deals & Recruiting Roundup Top Stories

By Larry Roth

/ 7 Jan 2026

Quantum Computing And Growth By Client Segmentation

Cambridge Buys Minority Stake In Hybrid RIA The AmeriFlex Group

Investment To Provide Support For Succession Platform

By Michael Madden

/ 7 Jan 2026

Cambridge Buys Minority Stake In Hybrid RIA The AmeriFlex Group

Hubly Aims For ‘Autonomous Practice’ With AI Integrations

Integrations With Jump, GReminders And Pulse360 Move The Docupace Subsidiary Toward Greater Automation Of Workflows

By James Miller

/ 7 Jan 2026

Hubly Aims For ‘Autonomous Practice’ With AI Integrations

Rethinking Modern Asset Allocation: A Framework For Structured Notes

Halo Infographic Explains How Structured Notes Can Increase Predictability And Improve Risk-Adjusted Returns

By WSR Newsroom

/ 6 Jan 2026

Rethinking Modern Asset Allocation: A Framework For Structured Notes

Deals & Recruiting Roundup: Top News For Each Month Of 2025

The Top Deals And Recruiting News Of 2025 Includes Acquisitions By Corient, Merit, LPL, Osaic, And Beacon Pointe; A Capital Raise By GeoWealth; A Financial Stake By Ares; Wealthfront’s IPO; Recruiting By Cambridge; The Launch Of OpenArc; And Appointments By VestGen And Diamond.

By Thomas Lee

/ 6 Jan 2026

Deals & Recruiting Roundup: Top News For Each Month Of 2025

SurgeONE.ai Presents Webinar On 2026 Exam Priorities

Jan. 28 Webinar Explains What SEC And FINRA 2026 Exam Priorities Mean For AI, Supervision And Governance

By WSR Newsroom

/ 5 Jan 2026

SurgeONE.ai Presents Webinar On 2026 Exam Priorities

Regtech Surge: Prepare For 2026 SEC Exam Priorities On AI And Cybersecurity

2026 Exams Will Explore Emerging Tech, AI And Cybersecurity From Many Angles

By WSR Newsroom

/ 5 Jan 2026

Regtech Surge: Prepare For 2026 SEC Exam Priorities On AI And Cybersecurity

Marketing And M&A Outlooks, And Mastering The Management Meeting

Plus Our Deals & Recruiting Roundup And Using AI For Your Brand Voice

By Larry Roth

/ 31 Dec 2025

Marketing And M&A Outlooks, And Mastering The Management Meeting

Global Financial Services Quantum Computing Revenue To Reach $6.3 Billion By 2032

DataM Intelligence Predicts By 2030, Quantum Computing Will Be Seen As A Competitive Differentiator Within Financial Services, Not Future Tech

By Jeff Berman

/ 30 Dec 2025

Global Financial Services Quantum Computing Revenue To Reach $6.3 Billion By 2032

Deals & Recruiting Roundup: Janus, Steward, Wealth Enhancement And More

Acquisitions By Trian, Wealth Enhancement And United Capital. Venture Capital Raise By FINNY AI. Stake By Ares. 2026 M&A Report By DeVoe.

By Thomas Lee

/ 30 Dec 2025

Deals & Recruiting Roundup: Janus, Steward, Wealth Enhancement And More

Betterment’s Strategy Head Explores How Segmentation Can Help Advisors

Alison Considine Explains How Segmentation Helps Advisors Create Operational Efficiencies, Tailor Service Models And Match The Right Tools And Workflows To The Right Clients.

By Jeff Berman

/ 29 Dec 2025

Betterment’s Strategy Head Explores How Segmentation Can Help Advisors

Fixed Income Tech, Why Kalshi Matters And iCapital’s 2026 Outlook

Plus Our Wealthtech Deals & Recruiting Roundup, Alex David Moves To Equity Services, Coldstream’s Milestone, 10 Actions To Consider And Wealth Enhancement’s Acquisitions

By Larry Roth

/ 24 Dec 2025

Fixed Income Tech, Why Kalshi Matters And iCapital’s 2026 Outlook

Latest News from WSR

Cambridge Buys Minority Stake In Hybrid RIA The AmeriFlex Group

Hubly Aims For ‘Autonomous Practice’ With AI Integrations

Rethinking Modern Asset Allocation: A Framework For Structured Notes

SurgeONE.ai Presents Webinar On 2026 Exam Priorities

Regtech Surge: Prepare For 2026 SEC Exam Priorities On AI And Cybersecurity

Global Financial Services Quantum Computing Revenue To Reach $6.3 Billion By 2032

Betterment’s Strategy Head Explores How Segmentation Can Help Advisors

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