Latest News from WSR

Deals & Recruiting Roundup: FMG, GCG, SEIA, LPL And More

Acquisitions By Cerity, Creative Planning, SEIA, GTCR And Beacon Pointe. Strategic Investment By BharCap Partners. Recruiting By LPL And Sanctuary. Partnerships By Betterment And Altruist. Appointments By Realta And AssetMark.

By Thomas Lee

/ 16 Sep 2025

Deals & Recruiting Roundup: FMG, GCG, SEIA, LPL And More

Ascentix And SurgeONE.ai Host Inaugural WealthLOGIQ Leadership Event

Ascentix Plans Ongoing Series Of Private Leadership Events With WSR As Official Media Partner

By Julius Buchanan

/ 15 Sep 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai, addresses the WealthLOGIQ attendees

Seek Effective Legal Counsel For M&A Deals

Finding The Right Lawyers Early In the Process Will Help Avoid Legal Headaches After The Deal Closes

By Larry Roth

/ 15 Sep 2025

Larry Roth, CEO, Wealth Solutions Report

Industry Veteran Mark Casady Joins FMG As Executive Chairman

The Former LPL CEO’s Appointment Comes As GTCR Completes Its Previously Announced Acquisition Of FMG

By Jeff Berman

/ 12 Sep 2025

Lincoln And Bain Launch Fund Giving Individual Investors Access To Private Credit

The Fund Arrives After The Firms Announced Early This Year A Strategic Partnership On Private Market Funds

By Jeff Berman

/ 11 Sep 2025

Ellen Cooper, CEO, President and Chairman, Lincoln Financial

SEIA To Buy $1.6 Billion California RIA

Select Money Management Is SEIA’s Second-Largest Acquisition Ever

By Jeff Berman

/ 10 Sep 2025

Matt Matrisian, President, Signature Estate & Investment Advisors

Execution As Alpha, Compliance Outsourcing And Semiliquids Get Rated

Plus Our Deals & Recruiting Roundup, Corient’s $214 Billion Expansion, Mercer’s Acquisitions, IFG’s Hire And Betterment’s Advisor Survey

By Larry Roth

/ 10 Sep 2025

Flexible Independence – A Key Advantage Amid Overlooked Opportunities

The Great Wealth Transfer Presents Opportunities For Independent Advisors Who Can Adapt And Remain Flexible

By WSR Newsroom

/ 9 Sep 2025

Greg Cornick, EVP, Wealth Management Solutions, Osaic

Should Wealth Management Firms Build out Internal Compliance Staff or Bring on Outsourced Compliance Services?

Calculating the Relative Costs and Merits

By WSR Newsroom

/ 9 Sep 2025

Sander Ressler, Co-Owner & Managing Director, Essential Edge Compliance Outsourcing Services

Deals & Recruiting Roundup: Mercer, Merchant, Granite Islands, Hightower And More

M&A By Mercer, Merchant, Madison Dearborn, Corient, Savant, Modern Wealth And CW Advisors. RIA Debuts By Granite Islands And Canterbury Capital. Elevation Point And Goldman Sachs’ Partnership. Appointments By Hightower And FNZ.

By WSR Newsroom

/ 9 Sep 2025

Deals & Recruiting Roundup: Mercer, Merchant, Granite Islands, Hightower And More

Sanctuary Recruits Lincoln Advisor Through Enterprise Partner Program

Richard LeSavoy Joins Firm’s Network Through Centeras Private Wealth

By James Miller

/ 9 Sep 2025

Richard LeSavoy, Financial Advisor, Centeras Private Wealth

Cerity To Buy $4.5 Billion Albany Advisory Firm Graypoint

Graypoint Serves Over 60 Nonprofits In The Albany Area And Beyond

By Jeff Berman

/ 9 Sep 2025

Kurt Miscinski, CEO, President and Partner, Cerity Partners

Latest News from WSR

Ascentix And SurgeONE.ai Host Inaugural WealthLOGIQ Leadership Event

Seek Effective Legal Counsel For M&A Deals

Industry Veteran Mark Casady Joins FMG As Executive Chairman

Lincoln And Bain Launch Fund Giving Individual Investors Access To Private Credit

SEIA To Buy $1.6 Billion California RIA

Flexible Independence – A Key Advantage Amid Overlooked Opportunities

Should Wealth Management Firms Build out Internal Compliance Staff or Bring on Outsourced Compliance Services?

Sanctuary Recruits Lincoln Advisor Through Enterprise Partner Program

Cerity To Buy $4.5 Billion Albany Advisory Firm Graypoint

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