Latest News from WSR

Dynasty Closes Sixth Capital Raise

New Investor Fortress Investment Group Joins Returning Investors Including BlackRock, Charles Schwab And J.P. Morgan Asset Management

By Jeff Berman

/ 6 Feb 2026

FSI OneVoice: 2025 In Review, 2026 Priorities And Advisor Survey Results

FSI Continues Efforts On Independent Contractor Status, Abuse Prevention, The Fiduciary Rule And Regulation By Enforcement

By Julius Buchanan

/ 5 Feb 2026

FSI OneVoice: 2025 In Review, 2026 Priorities And Advisor Survey Results

FSI OneVoice: AI Policy, Communications And Leadership

Sanctuary’s CTO Talks About AI Policy; Panels Cover Leadership And Effective Communications With Advisors And Clients

By Julius Buchanan

/ 5 Feb 2026

FSI OneVoice: AI Policy, Communications And Leadership

Fragmented Compliance, Private Markets Poised For Growth

Plus Our Deals & Recruiting Roundup, M&A Growth, LPL’s And NewEdge’s Recruits, FINNY Partners With Osaic, Farmers Launches An RIA, Appointments By FFP And Sowell, And More

By Larry Roth

/ 4 Feb 2026

Fragmented Compliance, Private Markets Poised For Growth

AI Is Reshaping RIA Valuations As Tech-Forward Firms Command Premiums

Valuations Rise For Firms With AI-Based, Properly Integrated Technology

By WSR Newsroom

/ 4 Feb 2026

AI Is Reshaping RIA Valuations As Tech-Forward Firms Command Premiums

Fox-Foley Tapped To Lead Marketing At Sanctuary Wealth

Fox-Foley Tasked With Advancing The Firm’s Growth Priorities, Brand Strategy And Affiliate Support

By WSR Newsroom

/ 4 Feb 2026

Fox-Foley Tapped To Lead Marketing At Sanctuary Wealth

Deals & Recruiting Roundup: Corient, LPL, Elevation Point, Bluespring, AssetMark And More

M&A By Corient And Bluespring. Report From Berkshire Global. Strategic Initiatives By AssetMark And Wealth.com. Recruiting By LPL, Elevation Point And NewEdge. Launch By Farmers. Lifeworks Partners With Altruist. Appointments By FFP And Sowell.

By WSR Newsroom

/ 3 Feb 2026

Deals & Recruiting Roundup: Corient, LPL, Elevation Point, Bluespring, AssetMark And More

More Tools, More Risk: Five Steps To Solve The Fragmented Compliance Problem

Off-Channel Communications Fines Reach Into The Billions, But Advisors Can Minimize Their Risk

By WSR Newsroom

/ 2 Feb 2026

More Tools, More Risk: Five Steps To Solve The Fragmented Compliance Problem

Ritholtz Rolls Out Employee-Led Succession Plan

The Transition Became Effective Jan. 1 And Expands The Number Of Employees With An Ownership Stake To 29.

By Jeff Berman

/ 2 Feb 2026

Ritholtz Rolls Out Employee-Led Succession Plan

Osaic Makes FINNY Prospecting Tech Available To Its Advisors

Osaic’s Approximately 11,000 Financial Professionals Gain Access To FINNY’s Prospecting, Productivity And Growth Tools

By Jeff Berman

/ 30 Jan 2026

NewEdge Recruits $1.4 Billion ClearTrust

Former Ameriprise Team Of 24 Is Based In Nashville Area

By WSR Newsroom

/ 30 Jan 2026

NewEdge Recruits $1.4 Billion ClearTrust

Latest News from WSR

Dynasty Closes Sixth Capital Raise

Top 5 Most-Read Articles Of January

FSI OneVoice: 2025 In Review, 2026 Priorities And Advisor Survey Results

FSI OneVoice: AI Policy, Communications And Leadership

AI Is Reshaping RIA Valuations As Tech-Forward Firms Command Premiums

Fox-Foley Tapped To Lead Marketing At Sanctuary Wealth

More Tools, More Risk: Five Steps To Solve The Fragmented Compliance Problem

Ritholtz Rolls Out Employee-Led Succession Plan

Osaic Makes FINNY Prospecting Tech Available To Its Advisors

NewEdge Recruits $1.4 Billion ClearTrust

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