Latest News from WSR

The Missing Piece In Wealth Advice: Estate Planning

Estate Planning Is Where Advisors Actually Earn Their Keep

By WSR Newsroom

/ 30 Jun 2025

Steve Lockshin, Chairman and Co-Founder, Vanilla

World Adds Tech Tools From Holistiplan, FMG, Pontera And Forms Logic

Firm Hires Sarah McGilton As Director Of Platform Technology And Strategy To Lead Tech And Data Strategy

By James Miller

/ 26 Jun 2025

Troy Hammond, CEO, World Investment Advisors

Allworth Acquires $1.5 Billion Indianapolis Sister Advisory Firms

The Addition Of Salzinger Sheaff Brock And Sheaff Brock Investment Advisors Expands Allworth’s Investment Capabilities.

By Jeff Berman

/ 26 Jun 2025

CAIS Launches Model Alts Portfolios, Expanding Platform Options

BlackRock, Carlyle, Franklin Templeton And KKR Provide New Model Portfolios

By Michael Madden

/ 26 Jun 2025

Neil Blundell, Chief Investment Officer, CAIS Advisors

Kestra Survey: Only 6% Of Advisors Planning To Retire Have A Succession Plan

A Good Reason For Concern: 1 In 3 Potential Successors Say They Would Consider Leaving Without A Clear Succession Timeline.

By Jeff Berman

/ 25 Jun 2025

RFG Advisory Launches Bluemonte ETFs To Solve ‘Real-World Challenges’

The New ETFs Were Designed To Help Advisors Provide Enhanced Tax Efficiency And Support Other Diverse Client Needs.

By Jeff Berman

/ 25 Jun 2025

Rick Wedell, President and Chief Investment Officer, RFG Advisory

Pooled Employer Plans, Ascendant Alts And Embracing Change

Plus Our Wealthtech And Deals & Recruiting Roundups, Osaic’s $13.5 Billion Purchase, Beacon Buys Astor And Kalbaugh Joins WCG

By Larry Roth

/ 25 Jun 2025

Larry Roth, CEO, Wealth Solutions Report

Wealthtech Roundup: FP Alpha, Advyzon, Orion, Integrated Partners And More

News Featuring FP Alpha, Advyzon, FINNY, F2, Integrated Partners, Zocks And eMoney, Jolt!, Snappy Kraken, Commonwealth And Wealth.com, Franklin Templeton And Mercurity, Orion And 11th.com, And Envestnet.

By WSR Newsroom

/ 24 Jun 2025

Wealthtech Roundup: FP Alpha, Advyzon, Orion, Integrated Partners And More

The Rising Cost Of Optionality

Why ‘Plan B’ Now Comes At A Premium For The World’s Wealthiest Families

By WSR Newsroom

/ 24 Jun 2025

Eileen M. Burke, Founder and Managing Partner, Leyster Capital

Deals & Recruiting Roundup: Osaic, LPL, Mariner And More

Acquisitions By Osaic And Beacon. Concurrent Takes Minority Stakes. Recruiting By Raymond James, Ameriprise, RBC And LPL. Debut By Allegiant Wealth Advisors. Appointments By Mariner And The Wealth Consulting Group.

By WSR Newsroom

/ 24 Jun 2025

Deals & Recruiting Roundup: Osaic, LPL, Mariner And More

Regtech Surge: Time To Consolidate Regtech Vendors

How To Bring Compliance, Cybersecurity And Data Infrastructure Into A Unified Platform

By WSR Newsroom

/ 24 Jun 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Apollon Expands Into Ohio By Picking Up $1.7 Billion Janney Team

The Addition Of Chornyak & Associates In Columbus Also Deepens Apollon’s Midwest Presence.

By Jeff Berman

/ 24 Jun 2025

Michael Dolberg, Founding Partner and CEO, Apollon Wealth Management

Latest News from WSR

The Missing Piece In Wealth Advice: Estate Planning

World Adds Tech Tools From Holistiplan, FMG, Pontera And Forms Logic

Allworth Acquires $1.5 Billion Indianapolis Sister Advisory Firms

CAIS Launches Model Alts Portfolios, Expanding Platform Options

Kestra Survey: Only 6% Of Advisors Planning To Retire Have A Succession Plan

RFG Advisory Launches Bluemonte ETFs To Solve ‘Real-World Challenges’

The Rising Cost Of Optionality

Regtech Surge: Time To Consolidate Regtech Vendors

Apollon Expands Into Ohio By Picking Up $1.7 Billion Janney Team

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