Newsmakers SEIA To Buy $1.6 Billion California RIA Select Money Management Is SEIA’s Second-Largest Acquisition Ever By Jeff Berman / 10 Sep 2025
Letters From Larry 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
Expert Resources Flexible Independence – A Key Advantage Amid Overlooked Opportunities The Great Wealth Transfer Presents Opportunities For Independent Advisors Who Can Adapt And Remain Flexible By WSR Newsroom / 9 Sep 2025
Essential Edge Should Wealth Management Firms Build out Internal Compliance Staff or Bring on Outsourced Compliance Services? Calculating the Relative Costs and Merits By WSR Newsroom / 9 Sep 2025
Deals & Recruiting Deals & Recruiting Roundup: Mercer, Merchant, Granite Islands, Hightower And More M&A By Mercer, Merchant, Madison Dearborn, Corient, Savant, Modern Wealth And CW Advisors. RIA Debuts By Granite Islands And Canterbury Capital. Elevation Point And Goldman Sachs’ Partnership. Appointments By Hightower And FNZ. By WSR Newsroom / 9 Sep 2025
Newsmakers Sanctuary Recruits Lincoln Advisor Through Enterprise Partner Program Richard LeSavoy Joins Firm’s Network Through Centeras Private Wealth By James Miller / 9 Sep 2025
Newsmakers Cerity To Buy $4.5 Billion Albany Advisory Firm Graypoint Graypoint Serves Over 60 Nonprofits In The Albany Area And Beyond By Jeff Berman / 9 Sep 2025
Docupace Docupace’s George: Execution Is The New Alpha In Wealth Management Why Operational Excellence — Not Product Innovation — Is Now The Ultimate Differentiator By WSR Newsroom / 8 Sep 2025
Wealthtech Betterment: RIAs Are Adapting To Meet The Demands Of Digital-First Investors Advisors Are Leveraging Tech But 65% Of RIAs Surveyed Were Concerned About Clients Using AI For Financial Advice. By Jeff Berman / 5 Sep 2025
Newsmakers IFG Hires Steven Gensler To Lead Advisor Growth Strategy Former LPL Exec Will Oversee Programs Designed To Support Advisors By Janeesa Hollingshead / 5 Sep 2025
Investment Solutions Morningstar Launches Its First Medalist Ratings For Semiliquid Funds Semiliquid Funds Assets Grew Over 60% Since 2022, But Remain Difficult To Evaluate And Needed Independent Analysis, Morningstar Says. By Jeff Berman / 4 Sep 2025
Newsmakers Corient Starts Global Expansion With Acquisitions Of Two UK-Based Advisory Firms The Purchases Of Stanhope Capital And Stonehage Fleming Add $214 Billion In Client Assets To Corient By Jeff Berman / 3 Sep 2025
