Latest News from WSR

Roundtable: How Next Gen Advisors Can Chart Their Own Growth Paths

Experts At Modern Wealth, Savvy Wealth And Integrated Partners Discuss How Young Talent Can Benefit From Lead Generation Strategies, Tech And Business Building Tools.

By Jeff Berman

/ 23 Sep 2025

Roundtable: How Next Gen Advisors Can Chart Their Own Growth Paths

Wealthtech Roundup: Fusion IQ, Summit, Docupace, Envestnet, Orion And More

News Featuring FusionIQ, Summit, Docupace, Envestnet, Orion, Nitrogen, Canoe, Origin, Dynasty, Raymond James, Dispatch And Compound Planning

By WSR Newsroom

/ 23 Sep 2025

Wealthtech Roundup: Fusion IQ, Summit, Docupace, Envestnet, Orion And More

Deals & Recruiting Roundup: MAI Capital, Corient, Stephens, Allworth And More

Acquisitions By MAI Capital, Corient, Moneta And Waverly. Strategic Investment By The Pritzker Organization. Recruiting By Stephens, LPL And Carson. Appointments By TradingBlock, World, Oppenheimer And Allworth.

By Thomas Lee

/ 23 Sep 2025

Deals & Recruiting Roundup: MAI Capital, Corient, Stephens, Allworth And More

How Large Broker-Dealers Are Partnering With OSJs

As Broker-Dealers Seek To Retain Advisors, They’re Offering Financial Incentives, And New Investment Money Is Entering The Industry.

By Debbie Carlson

/ 22 Sep 2025

How Large Broker-Dealers Are Partnering With OSJs

Independent Financial Group Promotes Business Development Leaders

Chad Cristo And Kelsey Hasterlik Will Lead Firm’s Growth Efforts In West And Mountain Regions

By Janeesa Hollingshead

/ 18 Sep 2025

David Fischer, Co-Founder and Chief Marketing Officer, Independent Financial Group

Compound Planning Launches AI-Powered ‘Command Center’ For Its Advisor OS

The New Activity Monitor Feature Uses AI To Automatically Analyze Each Client Relationship For Advisors.

By Jeff Berman

/ 18 Sep 2025

Nelson Arnous, Head of Product, Compound Planning

Templeton Teams With Institutional Managers For Individual Investments

Franklin Templeton, Actis, Copenhagen And DigitalBridge Say They Are Collaborating To Expand Infrastructure Solutions For Private Wealth Clients.

By Jeff Berman

/ 17 Sep 2025

Jenny Johnson, President and CEO, Franklin Templeton

Wealth Management Is In Its Digital Era: Gen Z Advisors Talk Social Media

Advisors Describe How Digital Tools Are Transforming Client Engagement

By WSR Newsroom

/ 17 Sep 2025

WealthLOGIQ’s Launch, The Legal Side Of M&A And Flexible Independence

Plus Our Deals & Recruiting And Investments Roundups, Outsourcing Compliance, Operational Excellence, Cerity And SEIA Buy Firms, Lincoln And Bain Start A Private Credit Fund, Sanctuary Recruits An Advisor And Casady Joins FMG

By Larry Roth

/ 17 Sep 2025

Larry Roth, CEO, Wealth Solutions Report

Success And Growth Through Tech-Driven Scalability

More Machines Make The Advisor More – Not Less – Relevant

By WSR Newsroom

/ 16 Sep 2025

MAI Capital Buys $570 Million RIA Summit Financial Advisors

The Acquisition Comes Less Than Three Weeks After MAI Announced Its Purchase Of L.A.-Based RIA Evoke.

By Jeff Berman

/ 16 Sep 2025

Rick Buoncore, CEO and Chairman, MAI Capital Management

Investments Roundup: Morningstar, AssetMark, Orion, Jackson, iCapital And More

News Featuring Morningstar, AssetMark, Orion, Jackson, iCapital, CI Global, Wells Fargo, SoFi, Goldman, Lincoln And HFR.

By WSR Newsroom

/ 16 Sep 2025

Investments Roundup: Morningstar, AssetMark, Orion, Jackson, iCapital And More

Latest News from WSR

Roundtable: How Next Gen Advisors Can Chart Their Own Growth Paths

How Large Broker-Dealers Are Partnering With OSJs

Independent Financial Group Promotes Business Development Leaders

Compound Planning Launches AI-Powered ‘Command Center’ For Its Advisor OS

Templeton Teams With Institutional Managers For Individual Investments

Wealth Management Is In Its Digital Era: Gen Z Advisors Talk Social Media

Success And Growth Through Tech-Driven Scalability

MAI Capital Buys $570 Million RIA Summit Financial Advisors

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