Latest News from WSR

Sanctuary Wealth Recruits Atlanta-Based MartinWright Advisory

Co-Founders Bradley Martin And Margaret Wright Managed $4.5 Billion In Assets At Their Previous Firms

By Michael Madden

/ 4 Nov 2025

Sanctuary Wealth Recruits Atlanta-Based MartinWright Advisory

FSI Names Andrew Hartnett VP Of Regulatory Affairs And Deputy General Counsel

Organization Also Promotes Three Within Its Advocacy Team

By James Miller

/ 31 Oct 2025

FSI Names Andrew Hartnett VP Of Regulatory Affairs And Deputy General Counsel

Cerulli: Active ETF Product Development Meets Strong Inflows

Firm Said ETF Issuers And Asset Managers Must Adjust Distribution Strategies

By Jeff Berman

/ 31 Oct 2025

Cerulli: Active ETF Product Development Meets Strong Inflows

Orion Introduces Denali AI Enterprise Intelligence Platform For Advisors

Denali AI Is In Beta Now And Becomes Broadly Available To Orion Advisors In 2026, The Firm Says.

By Jeff Berman

/ 30 Oct 2025

Orion Introduces Denali AI Enterprise Intelligence Platform For Advisors

Sowell Management Partners With Capital Connect To Offer M&A Services

Partnership Serves Small And Medium-Sized Business Owner Clients

By Michael Madden

/ 30 Oct 2025

Congress Should Pass The Modern Worker Empowerment Act To Protect Independent Advisors

A Single Federal Standard Will Bring Clarity And Stability That Preserves Independence For Advisors

By WSR Newsroom

/ 30 Oct 2025

Congress Should Pass The Modern Worker Empowerment Act To Protect Independent Advisors

Honoring Operations Execs, Succession, Private Markets, Next Gen And More

Plus Our Deals & Recruiting Roundup, Dynasty And Diamond’s Partnership, Oasis On Lead Gen Tools, Sowell’s Partnership With Rayliant, The Great Wealth Transfer And Envestnet’s New CTO

By Larry Roth

/ 29 Oct 2025

Honoring Operations Execs, Succession, Private Markets, Next Gen And More

DAFs Have Untapped Potential To Connect Giving, Divestment And Reinvestment

Donor-Advised Funds Can Lock In 2025’s More Favorable Pre-OBBBA Tax Provisions With Future Grantmaking Flexibility

By WSR Newsroom

/ 29 Oct 2025

DAFs Have Untapped Potential To Connect Giving, Divestment And Reinvestment

Exclusive: Wealthtech Firm Powder Forms Client Advisory Board To Drive AI Adoption

The New Group Includes Executives From 10 Firms, Including Angeles, IEQ Capital And OnePoint BFG.

By Jeff Berman

/ 29 Oct 2025

Exclusive: Wealthtech Firm Powder Forms Client Advisory Board To Drive AI Adoption

Deals & Recruiting Roundup: AlphaCore, Concurrent, Creative Planning And More

Acquisitions By AlphaCore, Rothschild And Creative Planning. Minority Stake By Rise. Recruiting By Raymond James, LPL And Concurrent. Dynasty And Diamond Partner. Sowell And Rayliant Partner. Appointments By DeVoe, Essential Edge And Bluespring.

By Thomas Lee

/ 28 Oct 2025

Deals & Recruiting Roundup: AlphaCore, Concurrent, Creative Planning And More

How RIA Sellers Can Leverage A Saturated Buyer Market In Q4

Evaluating The Stability Of Established Buyers, Risks And Rewards Of Emerging Buyers, Integration Capacity, And How To Manage The Process

By WSR Newsroom

/ 28 Oct 2025

How RIA Sellers Can Leverage A Saturated Buyer Market In Q4

WSR Honors The COO 5: Top Wealth Management COOs Of 2025

WSR Names Erin Corbett, Tom Gooley, Marc Hineman, Jesse Kurrasch And Daryl Seaton To 2025 Group Of Outstanding Operations Executives

By Thomas Lee

/ 28 Oct 2025

WSR Honors The COO 5: Top Wealth Management COOs Of 2025

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