Latest News from WSR

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

Sanctuary Recruits $580 Million Advisor From Bank Of Montreal

Bernard Reed Moves To Sanctuary Wealth To Launch Velorum Wealth Management

By James Miller

/ 10 Jul 2025

Bernard Reed, Founder & Managing Partner, Velorum Wealth Management

How The Industry Can Adapt To Serve Neurodiverse Clients

Clients With Autism, ADHD And Other Forms Of Neurodiversity Will Form A Large Portion Of The Great Wealth Transfer. Advisors And Firms Should Focus On Them.

By WSR Newsroom

/ 9 Jul 2025

Ryan Marcus, Chief Business & Engagement Officer, Binah Capital

Fi3 Advisors Teams With Opto For More Private Markets Investments

The RIA Will Leverage Opto’s Custom Funds To Address The Needs Of Its HNW Clients.

By Jeff Berman

/ 9 Jul 2025

Nathan Kinney, Director of Investments, Fi3 Advisors

Modern Wealth Adds Third California Office By Acquiring $1 Billion RIA

The Addition Of El Segundo-Based Kaye Capital Management Enables Modern Wealth To Surpass $8.5 Billion In AUM.

By Jeff Berman

/ 9 Jul 2025

Jason Gordo, Co‑Founder and President, Modern Wealth Management

Estate Planning, Overcoming Challenges And Advisors Approaching Retirement

Plus Our Deals & Recruiting Roundup, Mercer’s Acquisition, Sanctuary’s Recruit, Orion And iCapital’s Partnership, Moors & Cabot’s 135th Anniversary And Fidelis’ New Hire

By Larry Roth

/ 9 Jul 2025

Larry Roth, CEO, Wealth Solutions Report

Merit Receives Strategic Investment From Constellation

Merit To Keep Name And Leadership. WPCG And An Investor Group Led By HGGC Will Exit.

By Michael Madden

/ 9 Jul 2025

Rick Kent, CEO, Merit Financial Advisors

Moors & Cabot Rings In Its 135th Year

In An Interview With WSR, The Firm’s Executive Chairman Explains Its Unique Business Formula, Private Ownership Model And In-House Wealthtech Development

By Jeff Berman

/ 8 Jul 2025

Mark Garrett, Executive Chairman, Moors & Cabot

Deals & Recruiting Roundup: Mercer, Cambridge, Savvy And Fidelis

Acquisitions By Mercer and Steward. Fundraising By Savvy. Recruiting By Cambridge, Sanctuary, Raymond James And RBC. Appointments By Fidelis, Triad, LPL, Choreo And EP Wealth.

By WSR Newsroom

/ 8 Jul 2025

Deals & Recruiting Roundup: Mercer, Cambridge, Savvy And Fidelis

Litigation: Lessons From The Trenches

This Installment Of Brian Hamburger’s ‘War Stories Of The Past 25 Years’ Reviews The Changing Nature Of Legal Disputes And Advisors’ Blind Spots

By Jeff Berman

/ 8 Jul 2025

Brian Hamburger, Founder, President & CEO, MarketCounsel, and Founder & Chief Counsel, HamburgerLaw

Latest News from WSR

iCapital Raises Over $820 Million In Latest Funding Round

Guide To Industry Conferences: M&A

Sanctuary Recruits $580 Million Advisor From Bank Of Montreal

How The Industry Can Adapt To Serve Neurodiverse Clients

Fi3 Advisors Teams With Opto For More Private Markets Investments

Modern Wealth Adds Third California Office By Acquiring $1 Billion RIA

Merit Receives Strategic Investment From Constellation

Moors & Cabot Rings In Its 135th Year

Litigation: Lessons From The Trenches

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