Latest News from WSR

DAFs Have Untapped Potential To Connect Giving, Divestment And Reinvestment

Donor-Advised Funds Can Lock In 2025’s More Favorable Pre-OBBBA Tax Provisions With Future Grantmaking Flexibility

By WSR Newsroom

/ 29 Oct 2025

DAFs Have Untapped Potential To Connect Giving, Divestment And Reinvestment

Exclusive: Wealthtech Firm Powder Forms Client Advisory Board To Drive AI Adoption

The New Group Includes Executives From 10 Firms, Including Angeles, IEQ Capital And OnePoint BFG.

By Jeff Berman

/ 29 Oct 2025

Exclusive: Wealthtech Firm Powder Forms Client Advisory Board To Drive AI Adoption

Deals & Recruiting Roundup: AlphaCore, Concurrent, Creative Planning And More

Acquisitions By AlphaCore, Rothschild And Creative Planning. Minority Stake By Rise. Recruiting By Raymond James, LPL And Concurrent. Dynasty And Diamond Partner. Sowell And Rayliant Partner. Appointments By DeVoe, Essential Edge And Bluespring.

By Thomas Lee

/ 28 Oct 2025

Deals & Recruiting Roundup: AlphaCore, Concurrent, Creative Planning And More

How RIA Sellers Can Leverage A Saturated Buyer Market In Q4

Evaluating The Stability Of Established Buyers, Risks And Rewards Of Emerging Buyers, Integration Capacity, And How To Manage The Process

By WSR Newsroom

/ 28 Oct 2025

How RIA Sellers Can Leverage A Saturated Buyer Market In Q4

WSR Honors The COO 5: Top Wealth Management COOs Of 2025

WSR Names Erin Corbett, Tom Gooley, Marc Hineman, Jesse Kurrasch And Daryl Seaton To 2025 Group Of Outstanding Operations Executives

By Thomas Lee

/ 28 Oct 2025

WSR Honors The COO 5: Top Wealth Management COOs Of 2025

OnePoint BFG Wealth Acquires $2 Billion Chicago-Area Advisory Firm

Rise Growth-Backed OnePoint Now Advises On $15 Billion In Client Assets

By Jeff Berman

/ 28 Oct 2025

OnePoint BFG Wealth Acquires $2 Billion Chicago-Area Advisory Firm

Regtech Surge: What HNW Clients Need To Know About AI-Enabled Cyberthreats

In Cybersecurity Month, Advisors Can Help Wealthy Clients Understand And Mitigate Increased Risks

By WSR Newsroom

/ 27 Oct 2025

Regtech Surge: What HNW Clients Need To Know About AI-Enabled Cyberthreats

Envestnet Names Bhaskar Peddhapati Its New CTO

As CTO, Peddhapati Has Been Charged With Accelerating Innovation At Envestnet And Its ‘AI-Driven Transformation’

By Jeff Berman

/ 24 Oct 2025

Envestnet Names Bhaskar Peddhapati Its New CTO

Patent Perspectives: Preparing For The Great Wealth Transfer

Advisors Must Adopt A Multi-Generational Mindset

By Michael Madden

/ 24 Oct 2025

Patent Perspectives: Preparing For The Great Wealth Transfer

Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools

The New Report Evaluates Aidentified, Catchlight, FINNY, TIFIN AG And WealthFeed AI-Powered Tools.

By Jeff Berman

/ 22 Oct 2025

Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools

Private Markets And The Future Of Portfolio Construction

Rethinking Risk And Return In A Changing Market

By WSR Newsroom

/ 22 Oct 2025

Private Markets And The Future Of Portfolio Construction

How Advisors Can Avoid Compromising Business Value During Succession

Concurrent’s Managing Director Of Practice Synergies & Enterprise Consulting Explains How Owner Advisors And Rising Leaders Should Think About And Plan For Succession

By Jeff Berman

/ 22 Oct 2025

How Advisors Can Avoid Compromising Business Value During Succession

Latest News from WSR

DAFs Have Untapped Potential To Connect Giving, Divestment And Reinvestment

Exclusive: Wealthtech Firm Powder Forms Client Advisory Board To Drive AI Adoption

How RIA Sellers Can Leverage A Saturated Buyer Market In Q4

WSR Honors The COO 5: Top Wealth Management COOs Of 2025

OnePoint BFG Wealth Acquires $2 Billion Chicago-Area Advisory Firm

Regtech Surge: What HNW Clients Need To Know About AI-Enabled Cyberthreats

Envestnet Names Bhaskar Peddhapati Its New CTO

Patent Perspectives: Preparing For The Great Wealth Transfer

Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools

Private Markets And The Future Of Portfolio Construction

How Advisors Can Avoid Compromising Business Value During Succession

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