Latest News from WSR

Wealth Enhancement Adds Three RIAs Totaling Over $1.1 Billion In Assets

The Firm Is Acquiring AEGIS Financial In Wisconsin, Wealth Advocates In Utah And Spectrum Wealth Management In California.

By Jeff Berman

/ 19 Dec 2025

Wealth Enhancement Adds Three RIAs Totaling Over $1.1 Billion In Assets

Patent Perspectives: Top 10 Actions Financial Advisors Should Consider In 2026

Wealth Management Remains A Thriving Industry With No Signs Of Slowing Down.

By WSR Newsroom

/ 19 Dec 2025

Patent Perspectives: Top 10 Actions Financial Advisors Should Consider In 2026

iCapital: Investors Must Navigate ‘Blind Spots’ In 2026

Investors Will Likely Face Challenges Next Year, Including AI, Inflation And Tariffs, The Firm Predicts

By Jeff Berman

/ 18 Dec 2025

iCapital: Investors Must Navigate ‘Blind Spots’ In 2026

Coldstream Posts Over 30% Growth In First Three Quarters Of 2025

Firm’s Growth Comes Without External Capital Backing

By Michael Madden

/ 18 Dec 2025

Coldstream Posts Over 30% Growth In First Three Quarters Of 2025

Resourcing Growth, Choosing Benchmarks And Avoiding Burnout

Plus Our Wealthtech And Deals & Recruiting Roundups, Reports On M&A And Alts, CAIS’ Fund Launch, Wealth Consulting Group Hire, Procyon’s Acquisition, Prudential’s Recruit And FSI’s White Paper On AI Regulation

By Larry Roth

/ 17 Dec 2025

Resourcing Growth, Choosing Benchmarks And Avoiding Burnout

BondWave CEO Explores Tech Trends Shaping The Fixed Income Space

Michael Ruvo Discusses How Data, AI And Technology Innovations Are Causing Advancements In Transparency, Efficiency And Decision-Making

By Jeff Berman

/ 17 Dec 2025

BondWave CEO Explores Tech Trends Shaping The Fixed Income Space

Alex David Hired As President And CEO Of Equity Services

Prior President And CEO Ata Azarshahi Retires. Firm Also Appoints Brian Nelson As Head Of Growth Strategy.

By Janeesa Hollingshead

/ 16 Dec 2025

Alex David Hired As President And CEO Of Equity Services

Wealthtech Roundup: WealthLine, Altruist, GReminders, Invent And More

News Featuring WealthLine, Altruist, GReminders, Invent, Addepar, BetaNXT, Practifi, Capco, CogniCor, FSI, FP Alpha And Nevis.

By WSR Newsroom

/ 16 Dec 2025

Wealthtech Roundup: WealthLine, Altruist, GReminders, Invent And More

Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More

Acquisitions By Wealth Enhancement, Procyon, Earned, Creative Planning And MAI Capital. White Paper By WisdomTree And RIA Catalyst. Recruiting By Prudential And Independent Financial Partners. Appointments By LPL, NewEdge, Wealthspire And TIFIN.

By Thomas Lee

/ 16 Dec 2025

Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More

Kalshi And The Rise Of Regulated Event-Contract Trading

The CFTC Now Regulates A Prediction Market That Affects Clients’ Financial Positions And Outlooks. Advisors Must Understand The Implications.

By WSR Newsroom

/ 16 Dec 2025

Kalshi And The Rise Of Regulated Event-Contract Trading

Rebalancing Yourself: Addressing Year-End Financial Advisor Burnout

How Advisors Burn Out And Eight Habits To Avoid It

By WSR Newsroom

/ 15 Dec 2025

Rebalancing Yourself: Addressing Year-End Financial Advisor Burnout

FSI Urges Regulators To Use Existing Rules For AI Oversight

Advocacy Group Sets Out Decision Framework For AI Uses, Interoperability Standards And Regulatory Principles

By James Miller

/ 12 Dec 2025

FSI Urges Regulators To Use Existing Rules For AI Oversight

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