Latest News from WSR

Wealthtech Roundup: WealthLine, Altruist, GReminders, Invent And More

News Featuring WealthLine, Altruist, GReminders, Invent, Addepar, BetaNXT, Practifi, Capco, CogniCor, FSI, FP Alpha And Nevis.

By WSR Newsroom

/ 16 Dec 2025

Wealthtech Roundup: WealthLine, Altruist, GReminders, Invent And More

Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More

Acquisitions By Wealth Enhancement, Procyon, Earned, Creative Planning And MAI Capital. White Paper By WisdomTree And RIA Catalyst. Recruiting By Prudential And Independent Financial Partners. Appointments By LPL, NewEdge, Wealthspire And TIFIN.

By Thomas Lee

/ 16 Dec 2025

Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More

Kalshi And The Rise Of Regulated Event-Contract Trading

The CFTC Now Regulates A Prediction Market That Affects Clients’ Financial Positions And Outlooks. Advisors Must Understand The Implications.

By WSR Newsroom

/ 16 Dec 2025

Kalshi And The Rise Of Regulated Event-Contract Trading

Rebalancing Yourself: Addressing Year-End Financial Advisor Burnout

How Advisors Burn Out And Eight Habits To Avoid It

By WSR Newsroom

/ 15 Dec 2025

Rebalancing Yourself: Addressing Year-End Financial Advisor Burnout

FSI Urges Regulators To Use Existing Rules For AI Oversight

Advocacy Group Sets Out Decision Framework For AI Uses, Interoperability Standards And Regulatory Principles

By James Miller

/ 12 Dec 2025

FSI Urges Regulators To Use Existing Rules For AI Oversight

Prudential Advisors Onboards $550 Million All-Female Team From Raymond James

Recruitment Of Indiana-Based Premier Planning Partners Adds To Over $3 Billion Recruited In 2025

By James Miller

/ 11 Dec 2025

Prudential Advisors Onboards $550 Million All-Female Team From Raymond James

CAIS Mercer Survey: Alts Have Moved From The Margins To The Mainstream

Among Surveyed Advisors, 90% Are Allocating To Alternatives And 88% Plan To Increase Allocations Over The Next Two Years, Study Shows.

By Jeff Berman

/ 11 Dec 2025

CAIS Mercer Survey: Alts Have Moved From The Margins To The Mainstream

White Paper: Assets Are Growing Fastest For Firms Most Active In M&A

Private Equity Is A Predominant Growth Accelerant For RIAs, According To The White Paper.

By Jeff Berman

/ 10 Dec 2025

White Paper: Assets Are Growing Fastest For Firms Most Active In M&A

What UHNW Clients Want, 2026 M&A Predictions And The Fed’s Conundrum

Plus Our Investments And Deals & Recruiting Roundups, Goldman Buys An ETF Producer, Mercer’s And Waverly’s Acquisitions, Cresset’s Recruit, Summit’s Minority Stake, Prudential’s Mobile Platform And Cambridge’s Milestone

By Larry Roth

/ 10 Dec 2025

What UHNW Clients Want, 2026 M&A Predictions And The Fed’s Conundrum

Re-Evaluating The Status Quo: Benchmarks

Benchmarks Must Be Chosen Carefully To Avoid Structural Risks

By WSR Newsroom

/ 10 Dec 2025

Re-Evaluating The Status Quo: Benchmarks

Investments Roundup: Corastone, BlackRock, SMArtX, VanEck And More

News Featuring Corastone, BlackRock, SMArtX, VanEck, AssetMark, Cerulli, Franklin Templeton, SEI, Goldman Sachs, iCapital And State Street.

By WSR Newsroom

/ 9 Dec 2025

Investments Roundup: Corastone, BlackRock, SMArtX, VanEck And More

Deals & Recruiting Roundup: Waverly, Credent, Wealthfront And More

Acquisitions By Waverly, Creative Planning, Mercer, Wealth Enhancement, Allworth And Sequoia. Stakes By Crestline And Summit. Capital Raise By Wealthfront. Recruiting By Cresset. Appointments By Northern Trust And Wealth Consulting Group.

By Thomas Lee

/ 9 Dec 2025

Deals & Recruiting Roundup: Waverly, Credent, Wealthfront And More

Latest News from WSR

Kalshi And The Rise Of Regulated Event-Contract Trading

Rebalancing Yourself: Addressing Year-End Financial Advisor Burnout

FSI Urges Regulators To Use Existing Rules For AI Oversight

Prudential Advisors Onboards $550 Million All-Female Team From Raymond James

CAIS Mercer Survey: Alts Have Moved From The Margins To The Mainstream

White Paper: Assets Are Growing Fastest For Firms Most Active In M&A

Re-Evaluating The Status Quo: Benchmarks

3 articles left!

Just one quick step