Latest News from WSR

WSR Honors IMAGE 5: Top Wealth Management Agency Storytellers

This Year’s Top Agency Storytellers Include Craft & Capital, Ficomm Partners, Haven Tower Group, JConnelly And StreetCred PR

By Janeesa Hollingshead

/ 5 Aug 2025

WSR Honors IMAGE 5: Top Wealth Management Agency Storytellers

Deals & Recruiting Roundup: GTCR, Mercer, Cetera, AmeriFlex And More

Acquisitions By GTCR And Mercer. Recruiting By Cetera, AmeriFlex, Savvy, LPL And Raymond James. Appointments By Cresset, AssetMark, Cherry Creek, VestGen And Choreo.

By WSR Newsroom

/ 5 Aug 2025

Deals & Recruiting Roundup: GTCR, Mercer, Cetera, AmeriFlex And More

LPL Hires Ex-McKinsey Partner As New HR Head

LPL Names Emily Field Its Chief People Officer And Group Managing Director

By Jeff Berman

/ 5 Aug 2025

Emily Field, Chief People Officer and Group Managing Director, LPL Financial

GeoWealth Raises $38 Million In Latest Funding Round, Led By Apollo

GeoWealth And Apollo Also Team Up To Improve Integration Of Private Market Funds Into Model Portfolios For RIAs.

By Jeff Berman

/ 4 Aug 2025

Mercer Expands In Florida With Purchase Of $1.2 Billion Advisory Firm

Mercer Advisors Adds Naples-Based Family Wealth Planning Group And Affiliate Family Wealth Tax Advisory.

By Jeff Berman

/ 1 Aug 2025

Choreo Names Keith Kotfica Chief Growth Officer

Kotfica Tapped To Help Lead Firm’s CPA Referral Program

By James Miller

/ 1 Aug 2025

Keith Kotfica, Chief Growth Officer, Choreo

Savvy Advisors Recruits $270 Million Minneapolis Team

Savvy Wealth’s RIA Affiliate Nears 70 Wealth Managers After Adding Perspective 6 Advisors.

By Jeff Berman

/ 31 Jul 2025

Matt Nelson, Managing Partner and Wealth Manager; Matthew J. Finley, Senior Partner and Wealth Manager; and Jacob LaRue, Partner and Wealth Manager, Perspective 6 Wealth Advisors

AI And HR, Regtech For Small Teams And 401(k) Cash-Outs

Plus Our Deals & Recruiting Roundup And AssetMark’s Private Markets Expansion

By Larry Roth

/ 30 Jul 2025

Larry Roth, CEO, Wealth Solutions Report

The Top Scams Targeting Ultra-High Net Worth Americans In 2025

Seven Increasingly Sophisticated Scams And Six Steps Advisors Can Take To Protect Clients

By WSR Newsroom

/ 30 Jul 2025

John O’Connell, Founder & CEO, The Oasis Group

Cherry Creek Family Offices Hires Jason Perlioni

Former CIO Of Johns Hopkins University To Serve As Senior Partner And Chair Of Investment Committee

By Michael Madden

/ 30 Jul 2025

Jason Perlioni, Senior Partner, Chairman of Investment Committee, Cherry Creek Family Offices

PE Firm GTCR To Buy FMG Suite From Aurora Capital

The Acquisition, Expected To Close In Q3, Will Allow FMG To Expand AI Capabilities.

By Jeff Berman

/ 30 Jul 2025

Michael Hollander, Managing Director, GTCR

Deals & Recruiting Roundup: Merchant, SEI, NewEdge And Coldstream

Minority Stake By Merchant. Summit Invests In 4 Firms. Acquisitions By EP Wealth, SEI And Osaic. Recruiting By NewEdge, Ameriprise, LPL, Cetera And Steward. Adam Spiegelman Launches New RIA. Appointments By Coldstream.

By WSR Newsroom

/ 29 Jul 2025

Deals & Recruiting Roundup: Merchant, SEI, NewEdge And Coldstream

Latest News from WSR

LPL Hires Ex-McKinsey Partner As New HR Head

GeoWealth Raises $38 Million In Latest Funding Round, Led By Apollo

Mercer Expands In Florida With Purchase Of $1.2 Billion Advisory Firm

Choreo Names Keith Kotfica Chief Growth Officer

Savvy Advisors Recruits $270 Million Minneapolis Team

The Top Scams Targeting Ultra-High Net Worth Americans In 2025

Cherry Creek Family Offices Hires Jason Perlioni

PE Firm GTCR To Buy FMG Suite From Aurora Capital

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