Latest News from WSR

IPOs In 2026, Concentrated Equity And Inheritance Of Valuables

Plus Our Wealthtech And Deals & Recruiting Roundups; A Webinar On Connected Data; Corient’s $21 Billion Purchase; Recruiting By Cetera, IFG And Prospera; VestGen And Zocks Expanding Their Relationship; Langlois Joining Haven Tower’s Board; FMG’s Appointments And Amplify’s Partnering With Ned Davis

By Larry Roth

/ 12 Aug 2026

IPOs In 2026, Concentrated Equity And Inheritance Of Valuables

Connected Data Is The New Alpha: The Conversation

Amplify Platform Executives Discuss Why Data Architecture Matters For Growth, AI And The Client Experience In Webinar

By WSR Newsroom

/ 12 Aug 2026

Connected Data Is The New Alpha: The Conversation

iCapital Survey: Advisor Alts Demand Continues To Grow

Industry Focus Shifts To Implementation And Scale Amid Rising Allocations, Sustained Client Interest And Growing Tech Demand, iCapital Says.

By Jeff Berman

/ 12 Aug 2026

iCapital Survey: Advisor Alts Demand Continues To Grow

Beacon Pointe Advisors Chairman Joins AI-Platform Provider CogniCor’s Advisory Board

Palo Alto-Based Firm Aims To Increase RIA Capacity Through Strategic AI Applications

By WSR Newsroom

/ 12 Aug 2026

Beacon Pointe Advisors Chairman Joins AI-Platform Provider CogniCor’s Advisory Board

Prudential Advisors Recruits Former Ameriprise Advisor

Christopher Grella Joins Prudential Through NJ Wealth Partners In New Jersey

By WSR Newsroom

/ 12 Aug 2026

Prudential Advisors Recruits Former Ameriprise Advisor

Being A Fiduciary Is A Calling, Not A Slogan

Putting Clients First Should Be The Minimum Standard. The Real Differentiator Is Earning Trust.

By WSR Newsroom

/ 12 Aug 2026

Being A Fiduciary Is A Calling, Not A Slogan

Wealthtech Roundup: Envestnet, Mariner, Orion, Advyzon And More

News Featuring Envestnet, Feathery, Mariner, Smartria, d1g1t, Advyzon, OneDigital, F2 Strategy, Wipro, Orion, Arch And Mercer

By WSR Newsroom

/ 11 Aug 2026

Wealthtech Roundup: Envestnet, Mariner, Orion, Advyzon And More

Deals & Recruiting Roundup: Corient, Hightower, RBC, Cetera And More

Acquisitions By Corient, Hightower, AlphaCore, Sequoia, Wealth Enhancement And Allworth; Recruiting By RBC, Raymond James, Cetera, Savvy And Ameriprise; And Appointments By Perigon.

By WSR Newsroom

/ 11 Aug 2026

Deals & Recruiting Roundup: Corient, Hightower, RBC, Cetera And More

How Advisors Can Optimize Their Tech Stacks And Keep Them Up To Date

Advisors Must ‘Anchor’ Their AI Strategies To Their Specific Needs, Not To The Volume Of New Capabilities Entering The Market, Jump’s Liam Hanlon Says.

By Jeff Berman

/ 11 Aug 2026

How Advisors Can Optimize Their Tech Stacks And Keep Them Up To Date

Feathery Launches AI-Powered Proposal Generation Tool

New Solution For Wealth Managers Designed To Help Firms Deliver Personalized Client Experience At Scale

By WSR Newsroom

/ 11 Aug 2026

Feathery Launches AI-Powered Proposal Generation Tool

Monthly RIA M&A Trends For July

July M&A Spanned Regional RIA Roll-Ups And A $48.4 Billion Asset-Manager Deal

By WSR Newsroom

/ 10 Aug 2026

Amplify Teams With Ned Davis Research To Help Advisors With Portfolio Management

The Collaboration Will Allow Advisors To Implement NDR’s Investment Models In Client Accounts, The Firms Say.

By Jeff Berman

/ 10 Aug 2026

Amplify Teams With Ned Davis Research To Help Advisors With Portfolio Management

Latest News from WSR

Connected Data Is The New Alpha: The Conversation

iCapital Survey: Advisor Alts Demand Continues To Grow

Beacon Pointe Advisors Chairman Joins AI-Platform Provider CogniCor’s Advisory Board

Prudential Advisors Recruits Former Ameriprise Advisor

Being A Fiduciary Is A Calling, Not A Slogan

How Advisors Can Optimize Their Tech Stacks And Keep Them Up To Date

Feathery Launches AI-Powered Proposal Generation Tool

Monthly RIA M&A Trends For July

Amplify Teams With Ned Davis Research To Help Advisors With Portfolio Management

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