Latest News from WSR

Wealth Management Is In Its Digital Era: Gen Z Advisors Talk Social Media

Advisors Describe How Digital Tools Are Transforming Client Engagement

By WSR Newsroom

/ 17 Sep 2025

WealthLOGIQ’s Launch, The Legal Side Of M&A And Flexible Independence

Plus Our Deals & Recruiting And Investments Roundups, Outsourcing Compliance, Operational Excellence, Cerity And SEIA Buy Firms, Lincoln And Bain Start A Private Credit Fund, Sanctuary Recruits An Advisor And Casady Joins FMG

By Larry Roth

/ 17 Sep 2025

Larry Roth, CEO, Wealth Solutions Report

Success And Growth Through Tech-Driven Scalability

More Machines Make The Advisor More – Not Less – Relevant

By WSR Newsroom

/ 16 Sep 2025

MAI Capital Buys $570 Million RIA Summit Financial Advisors

The Acquisition Comes Less Than Three Weeks After MAI Announced Its Purchase Of L.A.-Based RIA Evoke.

By Jeff Berman

/ 16 Sep 2025

Rick Buoncore, CEO and Chairman, MAI Capital Management

Investments Roundup: Morningstar, AssetMark, Orion, Jackson, iCapital And More

News Featuring Morningstar, AssetMark, Orion, Jackson, iCapital, CI Global, Wells Fargo, SoFi, Goldman, Lincoln And HFR.

By WSR Newsroom

/ 16 Sep 2025

Investments Roundup: Morningstar, AssetMark, Orion, Jackson, iCapital And More

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

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

Latest News from WSR

Wealth Management Is In Its Digital Era: Gen Z Advisors Talk Social Media

Success And Growth Through Tech-Driven Scalability

MAI Capital Buys $570 Million RIA Summit Financial Advisors

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

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