Latest News from WSR

Corient To Buy $21 Billion Summit Trail Advisors

The Acquisition Of Summit Trail Is Expected To Close This Quarter

By Jeff Berman

/ 6 Aug 2026

Corient To Buy $21 Billion Summit Trail Advisors

Cetera Picks Up $3.5 Billion Advisor Team From Osaic

Pittsford, New York-Based iTP Partners Joins Cetera’s Blueprint Platform To Launch Independent RIA.

By Jeff Berman

/ 5 Aug 2026

Cetera Picks Up $3.5 Billion Advisor Team From Osaic

Tech Orchestration, Scaling Smart And What Clients Want From Alts

Plus Our WSRIA And Deals & Recruiting Roundups, Kelly Park Enhancing Onboarding, Corient’s Purchase, RFG Implementing A Feathery Platform, CAIS’ Funding Round And PRI’s Leadership Appointments

By Larry Roth

/ 5 Aug 2026

Tech Orchestration, Scaling Smart And What Clients Want From Alts

Roundtable: How Advisors Should Diversify Clients’ Concentrated Positions

Experts At Fidelis Capital, Waypoint West And EverPar Advisors Discuss How Advisors Can Best Approach Diversifying A Concentrated Position While Limiting Tax Consequences.

By Jeff Berman

/ 5 Aug 2026

Roundtable: How Advisors Should Diversify Clients’ Concentrated Positions

Inherited Treasures, Complex Decisions

The Planning Considerations Families Face When Art And Valuable Collections Pass To The Next Generation

By WSR Newsroom

/ 5 Aug 2026

$300 Million Abound Advisors Joins Prospera

Texas- And California-Based Firm Says It Selected Prospera For ‘Personal Touch’ And Rising Technologies

By WSR Newsroom

/ 5 Aug 2026

$300 Million Abound Advisors Joins Prospera

IFG Recruits Over $1 Billion In Assets, Begins National Conference

Earlier This Year, The Firm Added Recruiters In Multiple Regions And Expanded Its Onboarding And Transition Team

By WSR Newsroom

/ 4 Aug 2026

IFG Recruits Over $1 Billion In Assets, Begins National Conference

Haven Tower Adds Former Kestra President Stephen Langlois To Its Board Of Advisors

Langlois Brings Platform Leadership And Wealthtech Experience As The Communications Firm Approaches Its 15th Anniversary

By WSR Newsroom

/ 4 Aug 2026

Haven Tower Adds Former Kestra President Stephen Langlois To Its Board Of Advisors

VestGen Wealth Expands Zocks Relationship To Enhance Organic Growth

Zocks’ AI-Based Tools Designed To Further Automate Tasks And Provide Data-Informed Insights About Potential Clients And Growth Opportunities

By WSR Newsroom

/ 4 Aug 2026

VestGen Wealth Expands Zocks Relationship To Enhance Organic Growth

WSRIA Roundup: EP Wealth, Berkshire, Hightower, Lido And More

Acquisitions By EP Wealth, Clearstead, Hightower, Caprock And Arax; Bartholomew Launches; Recruiting By Aspen; Vanilla Partners With Callan; Lido Appoints CFO; And Research By DeVoe, Berkshire And Cerulli

By WSR Newsroom

/ 4 Aug 2026

WSRIA Roundup: EP Wealth, Berkshire, Hightower, Lido And More

Deals & Recruiting Roundup: UBS, Merit, ECHELON, Corient And More

CAIS And F.L.Putnam Receiving Investments; Acquisitions By Corient, Merit, WealthReach And Wealth Enhancement; Recruiting By Raymond James, UBS And Carson; LPL Launches Tech Framework; And Research By ECHELON And Snappy Kraken.

By WSR Newsroom

/ 4 Aug 2026

Deals & Recruiting Roundup: UBS, Merit, ECHELON, Corient And More

Latest News from WSR

Corient To Buy $21 Billion Summit Trail Advisors

Cetera Picks Up $3.5 Billion Advisor Team From Osaic

Tech Orchestration, Scaling Smart And What Clients Want From Alts

Roundtable: How Advisors Should Diversify Clients’ Concentrated Positions

Inherited Treasures, Complex Decisions

$300 Million Abound Advisors Joins Prospera

IFG Recruits Over $1 Billion In Assets, Begins National Conference

Haven Tower Adds Former Kestra President Stephen Langlois To Its Board Of Advisors

VestGen Wealth Expands Zocks Relationship To Enhance Organic Growth

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