Latest News from WSR

Edelman Financial Engines Buys $300 Million Wisconsin RIA

The Acquisition Of Hasenberg Financial Group Expands EFE’s Midwest Footprint And Strengthens Its Estate Planning Services.

By Jeff Berman

/ 7 Oct 2025

Edelman Financial Engines Buys $300 Million Wisconsin RIA

World Names Ed Walters, Formerly Of Lincoln, As President

The Firm Also Announced CEO Troy Hammond Will Depart At Year End

By Janeesa Hollingshead

/ 7 Oct 2025

World Names Ed Walters, Formerly Of Lincoln, As President

Deals & Recruiting Roundup: EP, Corient, Dynasty, Wealth.com, RFG And More

Acquisitions By Mid Penn, Perigon And Corient. Ares Stakes EP Wealth. Dynasty Gets A Credit Line. Recruiting By Sanctuary, AmeriFlex And LPL. Debut By Evergreen. Wealth.com Partners With Osaic. Appointments By RFG And U.S. Bancorp.

By Thomas Lee

/ 7 Oct 2025

Deals & Recruiting Roundup: EP, Corient, Dynasty, Wealth.com, RFG And More

Cerulli: Independent Broker-Dealers Continue To Lead Growth In Advisor-Managed Assets

The IBD Channel Saw 21.5% Year-Over-Year Growth In Advisor-Managed Assets In 2024, According To Research Firm Cerulli.

By Jeff Berman

/ 6 Oct 2025

Cerulli: Independent Broker-Dealers Continue To Lead Growth In Advisor-Managed Assets

Trilogy Financial Services Hires Amy Kane As Head Of Wealth Planning

Kane Reports To Chief Strategy Officer Mike Broker In Newly Created Role

By Michael Madden

/ 6 Oct 2025

Trilogy Financial Services Hires Amy Kane As Head Of Wealth Planning

How Giving Can Become A Cornerstone Of Personal Fulfillment And Professional Success

The Private Advisor Group Co-Founder And Managing Director Discusses How Surviving Leukemia And Volunteering Helped Him Be A Leader And Inspire Colleagues And Communities.

By Jeff Berman

/ 6 Oct 2025

How Giving Can Become A Cornerstone Of Personal Fulfillment And Professional Success

Raymond James Launches Its First Active ETFs

The ETFs Include Large-Cap Equity, Municipal And Fixed Income Alternative Strategies

By Jeff Berman

/ 3 Oct 2025

Raymond James Launches Its First Active ETFs

Fintech Veteran Launches RIA Focused On Tax Optimization And AI-Driven Advice

Ex-PayPal CEO Bill Harris Founds Evergreen Wealth, A Firm Targeted At Affluent And High Net Worth Clients Out To Build Long-Term Wealth.

By Jeff Berman

/ 2 Oct 2025

Bill Harris, CEO and Founder, Evergreen Wealth

PE-RIA Relationships, Next Gen And ‘Second-Act’ Advisors, And Compliance Gaps

Plus Our Deals & Recruiting Roundup, Simplify And Vettafi’s Private Credit ETF, Wirehouse Breakaway OpenArc Partners With Dynasty And Schwab, Invest In Others Announces Winners And The Latest Patent Perspectives Column

By Larry Roth

/ 1 Oct 2025

Larry Roth, CEO, Wealth Solutions Report

Using Technology To Win And Retain Clients During The Great Wealth Transfer

Whether Easier Onboarding Or More Timely Communications, Advisors Must Integrate Technology With The Human Element

By Larry Roth

/ 30 Sep 2025

Deals & Recruiting Roundup: RBC, MAI, Elevation Point, Dynasty, LPL And More

M&A By OneDigital, MAI And Elevation Point. Breakaways Launch OpenArc. Recruiting By LPL, Osaic And Carson. Partnerships By Cetera And Prudential. Custodian TradePMR Launches Incentives. Savvy Promotes In Its C-suite. RBC Recruits From JP Morgan.

By WSR Newsroom

/ 30 Sep 2025

Deals & Recruiting Roundup: RBC, MAI, Elevation Point, Dynasty, LPL And More

The AI Agent Is Only As Smart As Your Workflow

AI Agents Amplify The Need For Process Clarity. BPMN Is The Operating Manual That Provides That Clarity For Intelligent Automation.

By WSR Newsroom

/ 30 Sep 2025

John O’Connell, Founder & CEO, The Oasis Group

Latest News from WSR

Edelman Financial Engines Buys $300 Million Wisconsin RIA

World Names Ed Walters, Formerly Of Lincoln, As President

Cerulli: Independent Broker-Dealers Continue To Lead Growth In Advisor-Managed Assets

Trilogy Financial Services Hires Amy Kane As Head Of Wealth Planning

How Giving Can Become A Cornerstone Of Personal Fulfillment And Professional Success

Raymond James Launches Its First Active ETFs

Fintech Veteran Launches RIA Focused On Tax Optimization And AI-Driven Advice

Using Technology To Win And Retain Clients During The Great Wealth Transfer

The AI Agent Is Only As Smart As Your Workflow

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