Latest News from WSR

Deals & Recruiting Roundup: United Capital, Dakota, VestGen And More

Acquisitions by Mercer, Wealthspire, United Capital, World, Lido And Dakota. Recruiting By RBC And Raymond James. Bryn Mawr Selects Altruist. Strategic Moves By LPL And VestGen. FMG’s Research.

By Thomas Lee

/ 18 Nov 2025

Deals & Recruiting Roundup: United Capital, Dakota, VestGen And More

Beyond Access: How Advisors Are Unlocking Tax Alpha In Crypto

Holding Cryptocurrency Directly Has Advantages Over Indirect ETFs

By WSR Newsroom

/ 18 Nov 2025

Beyond Access: How Advisors Are Unlocking Tax Alpha In Crypto

Beyond The Founder’s Shadow: Evolving From Founder-Led To Enterprise-Led

Founders Must Transition Leadership To A Next Gen-Ready Team With A Shared Mission And Culture

By WSR Newsroom

/ 18 Nov 2025

Beyond The Founder’s Shadow: Evolving From Founder-Led To Enterprise-Led

Independence In A Sea Of Private Equity

How IBDs And Hybrid RIAs Drive Growth While Steering Clear Of Constraints

By Janeesa Hollingshead

/ 17 Nov 2025

Merit Adds Execs From Osaic And Commonwealth

Alex Hansen Joins The Firm As Chief Advisor Success Officer And Brian Brashaw Is Added As Vice President Of Employer Plan Solutions.

By Jeff Berman

/ 17 Nov 2025

Merit Adds Execs From Osaic And Commonwealth

Former $6 Billion UBS Team Goes Independent With RIA Launch

71 West Capital Partners Launched By Co-Founders Denis Cleary And Greg Devine As A Full-Service Independent RIA

By James Miller

/ 17 Nov 2025

Former $6 Billion UBS Team Goes Independent With RIA Launch

BlackRock: ETF Adoption Continues To Grow – Especially Among New Investors

First-Time Investors Are Increasingly Turning To ETFs For Convenience, Cost Efficiency And Diversification, BlackRock Says.

By Jeff Berman

/ 14 Nov 2025

BlackRock: ETF Adoption Continues To Grow – Especially Among New Investors

VestGen Partners With Athlete Collective To Launch New Practice Area

New Practice Serves Professional, College, High School And Former Professional Athletes And Their Families

By Michael Madden

/ 14 Nov 2025

VestGen Partners With Athlete Collective To Launch New Practice Area

AI And Lead Gen; AI Pitfalls; And Back Office Human Design

Plus Our Investments And Deals & Recruiting Roundups; M&A And Organic Growth; Studies On Next Gen, Private Markets And Organic Growth; Sanctuary’s Recruit; Trilogy’s Hire; PreciseFP’s Upgrades; And GeoWealth’s Private Models

By Larry Roth

/ 12 Nov 2025

AI And Lead Gen; AI Pitfalls; And Back Office Human Design

Mercer Deepens Tax Capabilities With Latest Acquisition

Mercer Bought Southern California-Based Tax Firm Beach Freeman Lim & Cleland In A Transaction That Closed Oct. 31.

By Jeff Berman

/ 12 Nov 2025

Mercer Deepens Tax Capabilities With Latest Acquisition

Tracking Advice Industry Regulatory Change At The DOL And SEC

Sid Yenamandra Of SurgeONE.ai, Kaitlyn Wulfken Of Compliance Risk Concepts And Todd Spillane Of Essential Edge Share Insights On How DOL Secretary Lori Chavez-DeRemer And SEC Chairman Paul S. Atkins Could Overhaul Rules For The Wealth Management Industry.

By Chris Latham

/ 12 Nov 2025

Tracking Advice Industry Regulatory Change At The DOL And SEC

Syntax And PM Insights Team Up To Provide RIAs With Enhanced Private Market Analysis

The Firms Introduce An Integrated Solution That Combines Syntax’s Investment Classification System With PM Insights’ Private Market Data.

By Jeff Berman

/ 12 Nov 2025

Syntax And PM Insights Team Up To Provide RIAs With Enhanced Private Market Analysis

Latest News from WSR

Beyond Access: How Advisors Are Unlocking Tax Alpha In Crypto

Beyond The Founder’s Shadow: Evolving From Founder-Led To Enterprise-Led

Independence In A Sea Of Private Equity

Merit Adds Execs From Osaic And Commonwealth

Former $6 Billion UBS Team Goes Independent With RIA Launch

BlackRock: ETF Adoption Continues To Grow – Especially Among New Investors

VestGen Partners With Athlete Collective To Launch New Practice Area

Mercer Deepens Tax Capabilities With Latest Acquisition

Tracking Advice Industry Regulatory Change At The DOL And SEC

Syntax And PM Insights Team Up To Provide RIAs With Enhanced Private Market Analysis

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