Latest News from WSR

Docupace’s George: Execution Is The New Alpha In Wealth Management

Why Operational Excellence — Not Product Innovation — Is Now The Ultimate Differentiator

By WSR Newsroom

/ 8 Sep 2025

Ryan George, Chief Marketing Officer, Docupace

Betterment: RIAs Are Adapting To Meet The Demands Of Digital-First Investors

Advisors Are Leveraging Tech But 65% Of RIAs Surveyed Were Concerned About Clients Using AI For Financial Advice.

By Jeff Berman

/ 5 Sep 2025

IFG Hires Steven Gensler To Lead Advisor Growth Strategy

Former LPL Exec Will Oversee Programs Designed To Support Advisors

By Janeesa Hollingshead

/ 5 Sep 2025

Steven Gensler, Senior Vice President of Advisor Growth and Development Independent Financial Group

Morningstar Launches Its First Medalist Ratings For Semiliquid Funds

Semiliquid Funds Assets Grew Over 60% Since 2022, But Remain Difficult To Evaluate And Needed Independent Analysis, Morningstar Says.

By Jeff Berman

/ 4 Sep 2025

Laura Lutton, Global Head of Manager Research, Morningstar

Corient Starts Global Expansion With Acquisitions Of Two UK-Based Advisory Firms

The Purchases Of Stanhope Capital And Stonehage Fleming Add $214 Billion In Client Assets To Corient

By Jeff Berman

/ 3 Sep 2025

Kurt MacAlpine, CEO and Partner, Corient

Jersey Trouble, Mid-Sized RIAs Squeezed, And Choosing AI And Regtech Partners

Plus Our Deals & Recruiting Roundup, Unpacking The OBBBA, Cerulli On HNW Clients, Evolving Support Models, MAI And Evoke Combine, And Docupace Sets Out Agentic AI Roadmap

By Larry Roth

/ 3 Sep 2025

Larry Roth, CEO, Wealth Solutions Report

Mercer To Expand In California, Idaho And Oregon With Latest Acquisitions

Mercer To Add About $850 Million In Assets With Purchases Of West Oak Capital And Eagle Wealth.

By Jeff Berman

/ 2 Sep 2025

Martine Lellis, Principal, M&A Partner Development, Mercer Advisors

Deals & Recruiting Roundup: EP Wealth, MAI, Focus, Altruist And More

Acquisitions By EP, Wealthspire And MAI. Breakaways Launch Longleaf. Recruiting By LPL, Raymond James, RBC, Sanctuary, NewEdge And Osaic. Custodian Recruitment By Altruist. Focus Financial Promotes In Its C-suite.

By WSR Newsroom

/ 2 Sep 2025

Deals & Recruiting Roundup: EP Wealth, MAI, Focus, Altruist And More

Docupace Unveils AI Roadmap To Transform Wealth Management Operations

Firm Predicts That AI-Driven Operations Will Be Standard In Wealth Management By 2027

By James Miller

/ 28 Aug 2025

MAI Capital Management To Add $27 Billion California RIA Evoke

The Acquisition Will Create A National Firm With About $60 Billion In AUM And AUA When It Closes By Q4, MAI Says.

By Jeff Berman

/ 28 Aug 2025

Rick Buoncore, CEO and Chairman, MAI Capital Management

How To Choose The Right AI Partner For Your Firm

AI Should Initiate Workflows, Centralize At The CRM And Enable More Personalization

By WSR Newsroom

/ 27 Aug 2025

Cerulli: Advisors Must Adapt Services To Better Meet HNW Clients’ Demands

Client Service Offerings Will Be The ‘Key Differentiator’ For HNW Practices, The Firm Says.

By Jeff Berman

/ 27 Aug 2025

Andrew Larsen, Wealth Management Analyst, Cerulli

Latest News from WSR

Docupace’s George: Execution Is The New Alpha In Wealth Management

Betterment: RIAs Are Adapting To Meet The Demands Of Digital-First Investors

IFG Hires Steven Gensler To Lead Advisor Growth Strategy

Morningstar Launches Its First Medalist Ratings For Semiliquid Funds

Corient Starts Global Expansion With Acquisitions Of Two UK-Based Advisory Firms

Mercer To Expand In California, Idaho And Oregon With Latest Acquisitions

Docupace Unveils AI Roadmap To Transform Wealth Management Operations

MAI Capital Management To Add $27 Billion California RIA Evoke

How To Choose The Right AI Partner For Your Firm

Cerulli: Advisors Must Adapt Services To Better Meet HNW Clients’ Demands

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