Latest News from WSR

Fintech Veteran Launches RIA Focused On Tax Optimization And AI-Driven Advice

Ex-PayPal CEO Bill Harris Founds Evergreen Wealth, A Firm Targeted At Affluent And High Net Worth Clients Out To Build Long-Term Wealth.

By Jeff Berman

/ 2 Oct 2025

Bill Harris, CEO and Founder, Evergreen Wealth

PE-RIA Relationships, Next Gen And ‘Second-Act’ Advisors, And Compliance Gaps

Plus Our Deals & Recruiting Roundup, Simplify And Vettafi’s Private Credit ETF, Wirehouse Breakaway OpenArc Partners With Dynasty And Schwab, Invest In Others Announces Winners And The Latest Patent Perspectives Column

By Larry Roth

/ 1 Oct 2025

Larry Roth, CEO, Wealth Solutions Report

Using Technology To Win And Retain Clients During The Great Wealth Transfer

Whether Easier Onboarding Or More Timely Communications, Advisors Must Integrate Technology With The Human Element

By Larry Roth

/ 30 Sep 2025

Deals & Recruiting Roundup: RBC, MAI, Elevation Point, Dynasty, LPL And More

M&A By OneDigital, MAI And Elevation Point. Breakaways Launch OpenArc. Recruiting By LPL, Osaic And Carson. Partnerships By Cetera And Prudential. Custodian TradePMR Launches Incentives. Savvy Promotes In Its C-suite. RBC Recruits From JP Morgan.

By WSR Newsroom

/ 30 Sep 2025

Deals & Recruiting Roundup: RBC, MAI, Elevation Point, Dynasty, LPL And More

The AI Agent Is Only As Smart As Your Workflow

AI Agents Amplify The Need For Process Clarity. BPMN Is The Operating Manual That Provides That Clarity For Intelligent Automation.

By WSR Newsroom

/ 30 Sep 2025

John O’Connell, Founder & CEO, The Oasis Group

AmeriFlex Welcomes $354 Million Team From Osaic

The Recruitment Of The Four-Person California Team Follows AmeriFlex’s Recent Affiliation With Cambridge

By James Miller

/ 30 Sep 2025

Thomas Goodson, CEO & Founder, The AmeriFlex Group

CAIS Further Expands Alts Offerings As Demand Continues To Grow

Asset Managers Who Have Introduced Or Expanded Alts Strategies On CAIS Platform Include BlackRock, Franklin Templeton, Goldman Sachs, Morgan Stanley And Nuveen.

By Jeff Berman

/ 30 Sep 2025

Mid Penn Bancorp To Acquire $3.3 Billion Florida RIA

The Transaction Is Expected To Close In Q4 This Year

By Jeff Berman

/ 29 Sep 2025

Rory G. Ritrievi, President, CEO and Chair, Mid Penn Bancorp

Sanctuary Wealth Recruits Cedar Cove From Thrivent

Minnesota-Based Team Of 14 Makes Move After Five Years Of Independence

By Michael Madden

/ 29 Sep 2025

Jennifer Chords, Founding Partner and Wealth Manager, Cedar Cove Wealth Partners

Strategic Fit Or Friction? A Review Of Private Equity-RIA Partnerships

PE Firm Considerations And Strategies In The Current Landscape, And How They Are Driving Industry Transformation

By WSR Newsroom

/ 29 Sep 2025

Patent Perspectives: Striking The Right Balance Between Serving Existing Clients And Acquiring New Ones

As Financial Advisors Face Growing Pressure To Expand Beyond Their Existing Client Base, Success Lies In Striking A Strategic Balance Between Nurturing Current Relationships And Attracting New Ones.

By WSR Newsroom

/ 26 Sep 2025

Pat Hynes, President, Prudential Advisors

Invest In Others Awards Advisors For Philanthropy

The Foundation’s 19th Annual Awards Presented 2nd Executive Tribute Honor To Private Advisor Group’s John Hyland.

By Jeff Berman

/ 26 Sep 2025

Latest News from WSR

Fintech Veteran Launches RIA Focused On Tax Optimization And AI-Driven Advice

Using Technology To Win And Retain Clients During The Great Wealth Transfer

The AI Agent Is Only As Smart As Your Workflow

AmeriFlex Welcomes $354 Million Team From Osaic

CAIS Further Expands Alts Offerings As Demand Continues To Grow

Mid Penn Bancorp To Acquire $3.3 Billion Florida RIA

Sanctuary Wealth Recruits Cedar Cove From Thrivent

Strategic Fit Or Friction? A Review Of Private Equity-RIA Partnerships

Patent Perspectives: Striking The Right Balance Between Serving Existing Clients And Acquiring New Ones

Invest In Others Awards Advisors For Philanthropy

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