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Latest News from WSR

Procyon Buys $500 Million Firm With Offices In Michigan And Texas

The Addition Of OLV Investment Group Increases Procyon’s AUM To Almost $9 Billion.

By Jeff Berman

/ 9 Dec 2025

Procyon Buys $500 Million Firm With Offices In Michigan And Texas

How Team Structure And Resourcing Contribute To Organic And Inorganic Growth

Scaling A Business Sustainably Relies On Culture, Vision And An Understanding That These Two Different Paths For Growth Take Different Skills.

By Debbie Carlson

/ 9 Dec 2025

How Team Structure And Resourcing Contribute To Organic And Inorganic Growth

CAIS Advisors To Launch Sports, Media And Entertainment Fund

The Fund Will Provide Access To Major Sports Leagues, Film, Music And Live Events

By Jeff Berman

/ 8 Dec 2025

CAIS Advisors To Launch Sports, Media And Entertainment Fund

Wealth Consulting Group Hires CFO And Head Of Corporate Development

Jason Ehrlich, Formerly At Emigrant Partners, Has Been Strategic Advisor To WCG For Several Years

By James Miller

/ 8 Dec 2025

Wealth Consulting Group Hires CFO And Head Of Corporate Development

Summit Takes Minority Stake In Rhode Island RIA

Summit Adds More Than $500 Million In Client Assets By Investing In Ivy Wealth Management.

By Jeff Berman

/ 5 Dec 2025

Summit Takes Minority Stake In Rhode Island RIA

Cambridge Annual Revenue Tops $2 Billion For First Time

Firm Says Milestone Represents A Doubling Of Revenue In Five Years

By James Miller

/ 5 Dec 2025

Cambridge Annual Revenue Tops $2 Billion For First Time

Prudential Launches Mobile Platform To Boost Advisor Productivity

The App, An Extension Of The Firm’s Integrated AI-Based Platform Launched In 2024, Is Available On iOS, With Android Anticipated Soon

By James Miller

/ 5 Dec 2025

Prudential Launches Mobile Platform To Boost Advisor Productivity

Top 5 Most-Read Articles Of November

Top Investment Solutions Leaders, Regulatory Change, AI Pitfalls, AI And Lead Generation, And Prudential’s Milestone.

By WSR Newsroom

/ 4 Dec 2025

Top 5 Most-Read Articles Of November

Waverly Expands Its Private Fund And Real Estate Strategies With Latest Acquisition

Firm Forms New Promus Capital Management Subsidiary After Buying $3.1 Billion Promus Access And Promus Realty Business Lines.

By Jeff Berman

/ 4 Dec 2025

Waverly Expands Its Private Fund And Real Estate Strategies With Latest Acquisition

Mercer Strengthens Presence In Baltimore And Washington With $1 Billion Acquisition

Mercer’s Purchase Of Glass Jacobson Also Adds More Tax Capabilities

By Jeff Berman

/ 3 Dec 2025

Mercer Strengthens Presence In Baltimore And Washington With $1 Billion Acquisition

Cresset Picks Up $1.4 Billion Advisor Team From Bernstein

The Ex-Bernstein Private Wealth Team Joins Cresset’s Houston Office.

By Jeff Berman

/ 3 Dec 2025

Cresset Picks Up $1.4 Billion Advisor Team From Bernstein