Latest News from WSR

Cresset Acquires Denver Consulting Firm; Combined Assets Near $200 Billion

Family Office Cresset To Combines With Monticello Associates By Year End.

By Jeff Berman

/ 20 Aug 2025

Avy Stein, Founder and Co-Chairman, Cresset

Cambridge Launches AI Account Opening Tool

The New, Autonomous ‘Digital Associate’ Offers Accuracy ‘Equal – Or Superior – To Human Counterparts,’ The Firm Says.

By Jeff Berman

/ 19 Aug 2025

Sean Van Moorleghem, Chief Technology Officer and Executive Vice President, Cambridge Investment Research

Guide To Industry Conferences: Asset Management

Our Conference Guide For Asset Management Covers The MMI Annual Conference, The IWI Strategy Forum And The Morningstar Investment Conference

By Janeesa Hollingshead

/ 19 Aug 2025

Guide To Industry Conferences: Asset Management

Deals & Recruiting Roundup: Lido, Abacus, Merit, Steward, Corient And More

Lido And Dynasty Receive Capital. M&A By Merit, Steward, Corient And SageView. Recruitments By Osaic And Raymond James. Holistic Wealth Launches. Appointments By iCapital, EP And VestGen.

By WSR Newsroom

/ 19 Aug 2025

Deals & Recruiting Roundup: Lido, Abacus, Merit, Steward, Corient And More

Sanctuary Wealth Recruits $1.2 Billion UHNW UBS Breakaway

Dial Square Private Wealth Launches In Orange County, California

By Michael Madden

/ 18 Aug 2025

Amplify Launches Tool That Uses ‘Fat Tail Risk’ Modeling Approach

Firm Expects Its QuantumRisk Tool To Change How Advisors Communicate, Manage And Measure Risk.

By Jeff Berman

/ 18 Aug 2025

Ron Piccinini, Director of Investment Research, Amplify Technology

Corient Buys $1.5 Billion Raymond James Advisor Team In Dallas

The Acquisition Of Messick Peacock & Associates Expands Corient’s Footprint In U.S. Southwest.

By Jeff Berman

/ 15 Aug 2025

Kurt MacAlpine, Partner and CEO, Corient

First Time Buyer Pitfalls And How To Avoid Them

M&A Buyers Can Take Steps To Mitigate Common Issues In First Transactions

By WSR Newsroom

/ 14 Aug 2025

Harris Baltch, Co-Head, Dynasty Investment Bank

F2 Strategy: The Best Custodial Approach For Advisors Remains ‘Elusive’

A New F2 Strategy Report Says Advisors Still Need A Solution To Change Custodians, Transfer Assets And Switch Accounts Easily.

By Jeff Berman

/ 14 Aug 2025

Doug Fritz, Co-Founder and Executive Chairman, F2 Strategy

We Honor Top Capital Partners And The Ascentix Network Launches

Plus Our Investments And Deals & Recruiting Roundups, LPL’s New HR Head, mFORCE’s Partnership, GeoWealth’s Fundraising, Arax’s $1 Billion Acquisition, FINNY’s New Capabilities, Next Gen Development And CAIS’ Private Credit Index

By Larry Roth

/ 13 Aug 2025

Larry Roth, CEO, Wealth Solutions Report

Study Shows 65% Of Advisors Consider Leaving Jersey If Rules Change

FSI And Oxford Economics Released A Study Showing Negative Effects Of Proposed Independent Contractor Rule In New Jersey

By Michael Madden

/ 13 Aug 2025

Dale Brown, President & CEO, Financial Services Institute

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

Constellation Wealth Capital, Lovell Minnick Partners, Summit Partners, TA Associates And Warburg Pincus Named To This Year’s CAP 5

By Janeesa Hollingshead

/ 12 Aug 2025

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

Latest News from WSR

Cresset Acquires Denver Consulting Firm; Combined Assets Near $200 Billion

Cambridge Launches AI Account Opening Tool

Guide To Industry Conferences: Asset Management

Sanctuary Wealth Recruits $1.2 Billion UHNW UBS Breakaway

Amplify Launches Tool That Uses ‘Fat Tail Risk’ Modeling Approach

Corient Buys $1.5 Billion Raymond James Advisor Team In Dallas

First Time Buyer Pitfalls And How To Avoid Them

F2 Strategy: The Best Custodial Approach For Advisors Remains ‘Elusive’

Study Shows 65% Of Advisors Consider Leaving Jersey If Rules Change

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

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