Latest News from WSR

The Future Of Independence Is Being Shaped Today

Independence Is No Longer Simply Defined, And The Industry Must Adapt

By WSR Newsroom

/ 22 Jan 2026

The Future Of Independence Is Being Shaped Today

Prudential Announces AI Upgrades For Advisor Leads Programs

The Firm Embedded AI Into Its Leads Platform To Improve Lead Quality And Increase Conversion Rates

By WSR Newsroom

/ 22 Jan 2026

Prudential Announces AI Upgrades For Advisor Leads Programs

Choreo To Acquire $1.3 Billion Pennsylvania-Based RIAs

Six Advisors And Six Staff Will Make The Move To Choreo

By WSR Newsroom

/ 22 Jan 2026

Choreo To Acquire $1.3 Billion Pennsylvania-Based RIAs

Ascentis Holdings Launches With $2 Billion In Assets

Three Constituent Firms Offer Asset Management And Multiple Advisor Affiliation Models

By WSR Newsroom

/ 21 Jan 2026

Ascentis Holdings Launches With $2 Billion In Assets

DeVoe: 2025 Was The Most Active RIA M&A Year Ever, But The Number Of Buyers Shrank

First-Time Buyers Made Up 8% Of Transactions Last Year, The Lowest Ever Recorded, David DeVoe Says

By Jeff Berman

/ 21 Jan 2026

DeVoe: 2025 Was The Most Active RIA M&A Year Ever, But The Number Of Buyers Shrank

Top CIOs, Private Markets And A Long-Term View On M&A

Plus Our Wealthtech And Deals & Recruiting Roundups; Serving UHNW Clients; AI Predictions For 2026; Executive Hires By Choreo, World And Edelman; Bluespring’s Acquisition; Raymond James Buys Clark; FSI’s Board; And More

By Larry Roth

/ 21 Jan 2026

Top CIOs, Private Markets And A Long-Term View On M&A

CIOs Explain Pros, Cons And Uses Of Private Markets Investments

Last Year’s CIO 5 Winners From GeoWealth, Morningstar, Composition Wealth And RFG Address The Rise Of Private Markets

By Thomas Lee

/ 20 Jan 2026

CIOs Explain Pros, Cons And Uses Of Private Markets Investments

WSR Honors The CIO 5: Top Wealth Management CIOs

Veterans From World Investment Advisors, Edelman Financial Engines, Choreo, Caprock And Mariner Comprise WSR’s Group Of Recognized CIOs For 2026

By Thomas Lee

/ 20 Jan 2026

WSR Honors The CIO 5: Top Wealth Management CIOs

Wealthtech Roundup: Cetera, Archive Intel, Envestnet, T3 And More

News Featuring Cetera, Archive Intel, Envestnet, T3, DataM, Hubly, iAltA, Advisor360°, Fidelis, Docupace, TradingBlock And VRGL.

By WSR Newsroom

/ 20 Jan 2026

Wealthtech Roundup: Cetera, Archive Intel, Envestnet, T3 And More

Deals & Recruiting Roundup: Beacon Pointe, Creative Planning, Raymond James, FMG And More

Acquisitions By Beacon Pointe, Creative Planning, Bluespring And Raymond James. Financial Stake By Elevation Point. Recruiting By RBC, Cetera And Integrated. Appointments By Hightower, World Investments, FMG And LPL.

By Thomas Lee

/ 20 Jan 2026

Deals & Recruiting Roundup: Beacon Pointe, Creative Planning, Raymond James, FMG And More

2026 M&A Outlook: A More Disciplined, More Active Landscape

Succession And Scale Are Driving M&A. Valuations Are Holding Steady While Deal Structures Are Changing. Plus Three Steps For Sellers To Maximize Value

By WSR Newsroom

/ 20 Jan 2026

2026 M&A Outlook: A More Disciplined, More Active Landscape

Cerulli: Asset Managers Face Competing Demands Across Products And Asset Classes

The Research Firm Expects Separate Account Strategies To Grow In Use Across Channels While Tax Optimization Importance Increases

By Jeff Berman

/ 20 Jan 2026

Cerulli: Asset Managers Face Competing Demands Across Products And Asset Classes

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