Latest News from WSR

Stratos Buys $400 Million Illinois-Based RPI Financial Life Planners

The Deal Is Stratos’ 12th Since SEI Invested In The Firm

By WSR Newsroom

/ 20 Aug 2026

Stratos Buys $400 Million Illinois-Based RPI Financial Life Planners

FP Transitions Appoints COO As It Launches New Advisor Benchmarking Tool

Former Edelman Financial Engines Exec Tom Kimberly Joins FP Transitions As Chief Operating Officer, A New Role At The Company.

By Jeff Berman

/ 19 Aug 2026

FP Transitions Appoints COO As It Launches New Advisor Benchmarking Tool

RIA M&A Trends, Optimizing Tech Stacks And Growing Alts Demand

Plus Our Investments And Deals & Recruiting Roundups, Going Beyond The Fiduciary Minimum, Summer Recruiting, Feathery’s AI Tool, Merit’s Purchase, Eusey Joining CogniCor’s Board, Prudential’s Recruit, And The Latest Dear Ryan Column

By Larry Roth

/ 19 Aug 2026

RIA M&A Trends, Optimizing Tech Stacks And Growing Alts Demand

MAI Enters Atlanta Market By Adding $490 Million RIA Waypoint

Firm Is MAI’s Fourth Acquisition For 2026.

By Jeff Berman

/ 18 Aug 2026

MAI Enters Atlanta Market By Adding $490 Million RIA Waypoint

Investments Roundup: HFR, Fidelity, VanEck, Goldman And More

News Featuring Kelly Park Capital, NewEdge, Goldman Sachs, Raymond James, Fidelity, HFR, VanEck, Cerulli, State Street, LPL, WTW And iCapital

By WSR Newsroom

/ 18 Aug 2026

Investments Roundup: HFR, Fidelity, VanEck, Goldman And More

Deals & Recruiting Roundup: Carlyle, Hightower, Raymond James And More

Carlyle Invests In Prime Capital; Acquisitions By Merit And Hightower; Recruiting By IFP, Raymond James, Cetera, LPL And Prudential; SEIA Launches And Expands Services; And Appointments By CogniCor And Fiduciary Trust.

By WSR Newsroom

/ 18 Aug 2026

Deals & Recruiting Roundup: Carlyle, Hightower, Raymond James And More

The Third Path: What RIAs Should Consider Before Selling

Beyond The Aggregator Vs. Independence Binary, Firms Should Consider Whether Merger With A Peer Is A Better Path

By WSR Newsroom

/ 18 Aug 2026

The Third Path: What RIAs Should Consider Before Selling

Regtech Surge: Regulators May Not Need New AI Rules To Enforce AI Failures

AI Governance Must Be Mapped Into Existing Compliance Categories, Including Recommendations, Controls, Recordkeeping And Data Entry, Rather Than Treated As A Tech Issue

By WSR Newsroom

/ 17 Aug 2026

Regtech Surge: Regulators May Not Need New AI Rules To Enforce AI Failures

IFP Adds $400 Million By Picking Up Two Advisor Teams From Commonwealth

Including Van Horn Financial Services In South Dakota And Severn Financial Advisors In Maryland, IFP Has Welcomed Four Former Commonwealth Teams Since October.

By Jeff Berman

/ 14 Aug 2026

IFP Adds $400 Million By Picking Up Two Advisor Teams From Commonwealth

Merit Expands Southern California Presence With Acquisition Of $900 Million Firm

The Purchase Of The Bridgeway Group Was Finalized On July 31, Merit Says.

By Jeff Berman

/ 13 Aug 2026

Merit Expands Southern California Presence With Acquisition Of $900 Million Firm

Recruiting In The Summer Of 2026

Recruiting Leaders Discuss Seasonality, Advisor Engagement And Preparing For Fall Transitions

By WSR Newsroom

/ 13 Aug 2026

Dear Ryan: Measuring The Immeasurable

Ryan George Advises An RIA CTO Whose Board Wants An ROI On AI Investment But Who Believes That’s A Superficial Metric

By WSR Newsroom

/ 13 Aug 2026

Latest News from WSR

Stratos Buys $400 Million Illinois-Based RPI Financial Life Planners

FP Transitions Appoints COO As It Launches New Advisor Benchmarking Tool

MAI Enters Atlanta Market By Adding $490 Million RIA Waypoint

The Third Path: What RIAs Should Consider Before Selling

Regtech Surge: Regulators May Not Need New AI Rules To Enforce AI Failures

IFP Adds $400 Million By Picking Up Two Advisor Teams From Commonwealth

Merit Expands Southern California Presence With Acquisition Of $900 Million Firm

Recruiting In The Summer Of 2026

Dear Ryan: Measuring The Immeasurable

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