Latest News from WSR

Deals & Recruiting Roundup: DayMark, SEI, EP Wealth, MCF Advisors And More

M&A By Wealth Enhancement, EP Wealth, MCF Advisors And Mercer. Constellation Staking DayMark. Recruitment By Osaic, Prospera And AmeriFlex. Leadership Appointments By Osaic, Equity Services And Focus Financial. And SEI’s Founder Steps Down As Director.

By WSR Newsroom

/ 23 Dec 2025

Deals & Recruiting Roundup: DayMark, SEI, EP Wealth, MCF Advisors And More

Private Advisor Group’s Marketing Head Explores 2026 Marketing Trends

Kelly Coulter Discusses What She Expects To Be The Biggest Trends When It Comes To Advisors’ Use Of AI, Data And More.

By Jeff Berman

/ 23 Dec 2025

Private Advisor Group’s Marketing Head Explores 2026 Marketing Trends

Mastering The Management Meeting: The Moment That Makes Or Breaks A Deal

Ten Steps To Navigate The Most Pivotal Moment In M&A

By WSR Newsroom

/ 22 Dec 2025

Mastering The Management Meeting: The Moment That Makes Or Breaks A Deal

Modern Trust-Based Communication That Scales As You Grow

Brand Voice Standards In The Age Of AI Can Help Firms Understand, Articulate And Operationalize Their Authentic Voice

By WSR Newsroom

/ 22 Dec 2025

Modern Trust-Based Communication That Scales As You Grow

DeVoe’s Annual RIA M&A Outlook: Momentum Expected To Continue Despite Challenges

Eighty Percent Of Advisors Expect AI To Help The Industry, But RIAs Face Hurdles Including Succession.

By Jeff Berman

/ 22 Dec 2025

DeVoe’s Annual RIA M&A Outlook: Momentum Expected To Continue Despite Challenges

Wealth Enhancement Adds Three RIAs Totaling Over $1.1 Billion In Assets

The Firm Is Acquiring AEGIS Financial In Wisconsin, Wealth Advocates In Utah And Spectrum Wealth Management In California.

By Jeff Berman

/ 19 Dec 2025

Wealth Enhancement Adds Three RIAs Totaling Over $1.1 Billion In Assets

Patent Perspectives: Top 10 Actions Financial Advisors Should Consider In 2026

Wealth Management Remains A Thriving Industry With No Signs Of Slowing Down.

By WSR Newsroom

/ 19 Dec 2025

Patent Perspectives: Top 10 Actions Financial Advisors Should Consider In 2026

iCapital: Investors Must Navigate ‘Blind Spots’ In 2026

Investors Will Likely Face Challenges Next Year, Including AI, Inflation And Tariffs, The Firm Predicts

By Jeff Berman

/ 18 Dec 2025

iCapital: Investors Must Navigate ‘Blind Spots’ In 2026

Coldstream Posts Over 30% Growth In First Three Quarters Of 2025

Firm’s Growth Comes Without External Capital Backing

By Michael Madden

/ 18 Dec 2025

Coldstream Posts Over 30% Growth In First Three Quarters Of 2025

Resourcing Growth, Choosing Benchmarks And Avoiding Burnout

Plus Our Wealthtech And Deals & Recruiting Roundups, Reports On M&A And Alts, CAIS’ Fund Launch, Wealth Consulting Group Hire, Procyon’s Acquisition, Prudential’s Recruit And FSI’s White Paper On AI Regulation

By Larry Roth

/ 17 Dec 2025

Resourcing Growth, Choosing Benchmarks And Avoiding Burnout

BondWave CEO Explores Tech Trends Shaping The Fixed Income Space

Michael Ruvo Discusses How Data, AI And Technology Innovations Are Causing Advancements In Transparency, Efficiency And Decision-Making

By Jeff Berman

/ 17 Dec 2025

BondWave CEO Explores Tech Trends Shaping The Fixed Income Space

Alex David Hired As President And CEO Of Equity Services

Prior President And CEO Ata Azarshahi Retires. Firm Also Appoints Brian Nelson As Head Of Growth Strategy.

By Janeesa Hollingshead

/ 16 Dec 2025

Alex David Hired As President And CEO Of Equity Services

Latest News from WSR

Mastering The Management Meeting: The Moment That Makes Or Breaks A Deal

DeVoe’s Annual RIA M&A Outlook: Momentum Expected To Continue Despite Challenges

Wealth Enhancement Adds Three RIAs Totaling Over $1.1 Billion In Assets

Patent Perspectives: Top 10 Actions Financial Advisors Should Consider In 2026

iCapital: Investors Must Navigate ‘Blind Spots’ In 2026

Coldstream Posts Over 30% Growth In First Three Quarters Of 2025

BondWave CEO Explores Tech Trends Shaping The Fixed Income Space

Alex David Hired As President And CEO Of Equity Services

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