Latest News from WSR

The Wealth Consulting Group Adds Industry Veterans To Guide Growth Initiatives

Stuart DePina, Jason Ehrlich, Paul Kim And Andy Kalbaugh Named To The Hybrid RIA’s New Advisory Board

By James Miller

/ 17 Jul 2025

Jimmy Lee, Founder & CEO, The Wealth Consulting Group

Arch Teams With Masttro To Give UHNW Investors Enhanced Alts Data

Integration Is Intended To ‘Streamline Workflows And Automate Processes For Tracking, Managing And Reporting On Alternative Investments’

By Jeff Berman

/ 17 Jul 2025

Wealth.com: Breaking Down The Big Beautiful Bill: Tax Insights And Advisor Takeaways

The One Big Beautiful Bill Act Requires Advisor Attention And Presents Opportunities For Client Service

By WSR Newsroom

/ 16 Jul 2025

Dave Haughton, Senior Corporate Counsel, Wealth.com

This Year’s CMO 5 And The Intersection Of Marketing And M&A

Plus Our Deals & Recruiting And Investments Roundups, M&A Conferences, Serving Neurodiverse Clients, Litigation Wisdom, Fi3’s Partnership With Opto, Modern’s Acquisition, Constellation’s Stake In Merit, Sanctuary’s Recruit And iCapital’s Fundraising

By Larry Roth

/ 16 Jul 2025

Larry Roth, CEO, Wealth Solutions Report

Finalists Picked For 19th Invest In Others Awards

Winners Will Be Announced At The Invest In Others Awards Gala On Sept. 25 In Boston.

By Jeff Berman

/ 16 Jul 2025

Patent Perspectives: Embracing Technology To Move Your Business Forward

In An Evolving Industry, Advisors Must Reimagine Their Value Proposition With Tech-Forward, Client-Centric, Integrated Strategies

By WSR Newsroom

/ 16 Jul 2025

Pat Hynes, President, Prudential Advisors

Exploring The Intersection Of Marketing And M&A

Joe Kuo Of Haven Tower Group, Kelly Coulter of Private Advisor Group, And John Wernz Of Mission Wealth And Great Hill Partners Share Insights On How Marketing Solutions Providers Are Impacting Brand Recognition, Private Capital And More In M&A Deals.

By Chris Latham

/ 15 Jul 2025

Exploring The Intersection Of Marketing And M&A

WSR Names CMO 5 – Top Wealth Management CMOs

WSR’s CMO 5 – Top Wealth Management CMOs Honors Leaders From Future Proof, AcquireUp, Constellation, VestGen And Berkshire Global Advisors.

By Janeesa Hollingshead

/ 15 Jul 2025

WSR Names CMO 5 – Top Wealth Management CMOs

Deals & Recruiting Roundup: Modern, Merit, LPL, RBC And Beacon Pointe

Acquisitions By Modern Wealth, F2 Strategy, Constellation, Procyon, Beacon And Aspen. Capital Raise By iCapital. Recruiting By Sanctuary, LPL And RBC. Fi3 Advisors And Opto Partnering On Private Markets. Appointments By RWA.

By WSR Newsroom

/ 15 Jul 2025

Deals & Recruiting Roundup: Modern, Merit, LPL, RBC And Beacon Pointe

Investments Roundup: RFG, CAIS, Cetera, Orion, Morningstar And More

News Featuring RFG, iCapital, CAIS, Cetera, Morningstar, Nuveen, Captrust, William Blair, Orion, HFR, IIA And William Blair.

By WSR Newsroom

/ 15 Jul 2025

Investments Roundup: RFG, CAIS, Cetera, Orion, Morningstar And More

iCapital Raises Over $820 Million In Latest Funding Round

The Fintech Firm’s Valuation Surpasses $7.5 Billion After Financing From New Investors T. Rowe Price, SurgoCap Partners And Others.

By Jeff Berman

/ 11 Jul 2025

Lawrence Calcano, CEO and Chairman, iCapital

Guide To Industry Conferences: M&A

What You Need To Know About DeVoe & Company’s M&A+ Succession Summit And The ECHELON Partners Deals & Dealmakers Summit

By Janeesa Hollingshead

/ 10 Jul 2025

Dan Seivert, CEO and Managing Partner, ECHELON Partners, and David DeVoe, CEO and Founder, DeVoe & Company

Latest News from WSR

The Wealth Consulting Group Adds Industry Veterans To Guide Growth Initiatives

Arch Teams With Masttro To Give UHNW Investors Enhanced Alts Data

Wealth.com: Breaking Down The Big Beautiful Bill: Tax Insights And Advisor Takeaways

Finalists Picked For 19th Invest In Others Awards

Patent Perspectives: Embracing Technology To Move Your Business Forward

iCapital Raises Over $820 Million In Latest Funding Round

Guide To Industry Conferences: M&A

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