Latest News from WSR

M&A Is Masking A Slowdown In Organic Growth

Private Equity May Decide Whether Firms Push For True Organic Growth Outside Of Rising Asset Valuations

By Thomas Lee

/ 5 Nov 2025

M&A Is Masking A Slowdown In Organic Growth

Private Markets Shifted From ‘Niche To Necessity,’ AssetMark Advisor Survey Finds

Survey Reveals Opportunities And Competitive Environment For Private Markets, Shows Factors That Prevent Adoption

By Jeff Berman

/ 4 Nov 2025

Private Markets Shifted From ‘Niche To Necessity,’ AssetMark Advisor Survey Finds

Deals & Recruiting Roundup: Equitable, Ameriprise, Great Hill, DeVoe And More

Acquisitions By Equitable, OnePoint BFG And Great Hill. DeVoe On M&A Recordbreaking. Recruiting By Ameriprise, VestGen, Osaic, Prospera And Cetera. Elevation Point Partnering With OnBord. Capital Connect Partnering With Sowell. Appointment By FSI.

By WSR Newsroom

/ 4 Nov 2025

Deals & Recruiting Roundup: Equitable, Ameriprise, Great Hill, DeVoe And More

WSR Announces IS 5: Top Investment Solutions Platform Leaders

WSR’s 2025 IS 5 Honors Investment Solutions Executives From State Street, Sanctuary, iCapital, Hightower And Cambridge

By Thomas Lee

/ 4 Nov 2025

WSR Announces IS 5: Top Investment Solutions Platform Leaders

Empower The Back Office Through Empathy And Human-Centered Design

Hubly’s Retief Reflects On Schwab IMPACT, Says Future Involves Tech That Supports People And Engages Users In Co-Creation

By James Miller

/ 4 Nov 2025

Empower The Back Office Through Empathy And Human-Centered Design

Sanctuary Wealth Recruits Atlanta-Based MartinWright Advisory

Co-Founders Bradley Martin And Margaret Wright Managed $4.5 Billion In Assets At Their Previous Firms

By Michael Madden

/ 4 Nov 2025

Sanctuary Wealth Recruits Atlanta-Based MartinWright Advisory

FSI Names Andrew Hartnett VP Of Regulatory Affairs And Deputy General Counsel

Organization Also Promotes Three Within Its Advocacy Team

By James Miller

/ 31 Oct 2025

FSI Names Andrew Hartnett VP Of Regulatory Affairs And Deputy General Counsel

Cerulli: Active ETF Product Development Meets Strong Inflows

Firm Said ETF Issuers And Asset Managers Must Adjust Distribution Strategies

By Jeff Berman

/ 31 Oct 2025

Cerulli: Active ETF Product Development Meets Strong Inflows

Orion Introduces Denali AI Enterprise Intelligence Platform For Advisors

Denali AI Is In Beta Now And Becomes Broadly Available To Orion Advisors In 2026, The Firm Says.

By Jeff Berman

/ 30 Oct 2025

Orion Introduces Denali AI Enterprise Intelligence Platform For Advisors

Sowell Management Partners With Capital Connect To Offer M&A Services

Partnership Serves Small And Medium-Sized Business Owner Clients

By Michael Madden

/ 30 Oct 2025

Congress Should Pass The Modern Worker Empowerment Act To Protect Independent Advisors

A Single Federal Standard Will Bring Clarity And Stability That Preserves Independence For Advisors

By WSR Newsroom

/ 30 Oct 2025

Congress Should Pass The Modern Worker Empowerment Act To Protect Independent Advisors

Honoring Operations Execs, Succession, Private Markets, Next Gen And More

Plus Our Deals & Recruiting Roundup, Dynasty And Diamond’s Partnership, Oasis On Lead Gen Tools, Sowell’s Partnership With Rayliant, The Great Wealth Transfer And Envestnet’s New CTO

By Larry Roth

/ 29 Oct 2025

Honoring Operations Execs, Succession, Private Markets, Next Gen And More

Latest News from WSR

M&A Is Masking A Slowdown In Organic Growth

Private Markets Shifted From ‘Niche To Necessity,’ AssetMark Advisor Survey Finds

WSR Announces IS 5: Top Investment Solutions Platform Leaders

Empower The Back Office Through Empathy And Human-Centered Design

Sanctuary Wealth Recruits Atlanta-Based MartinWright Advisory

FSI Names Andrew Hartnett VP Of Regulatory Affairs And Deputy General Counsel

Cerulli: Active ETF Product Development Meets Strong Inflows

Orion Introduces Denali AI Enterprise Intelligence Platform For Advisors

Sowell Management Partners With Capital Connect To Offer M&A Services

Congress Should Pass The Modern Worker Empowerment Act To Protect Independent Advisors

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