Latest News from WSR

Regtech Surge: How To Choose The Best RIA Compliance Partner

Eight Essential Elements To Help You Navigate The Regtech Space

By WSR Newsroom

/ 26 Aug 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Direct Indexing: A Smarter, More Personalized Approach To Investing

Direct Indexing Provides Savings, Customization And Improved Client Service

By WSR Newsroom

/ 25 Aug 2025

Patent Perspectives: Clients Crave Connection – Supporting Advisor Efforts Is Critical

Firms Should Enable Advisors To Authentically Connect With Clients In Personal Ways

By Julius Buchanan

/ 25 Aug 2025

Pat Hynes, President, Prudential Advisors

New Jersey Threatens Advisors’ Businesses And Clients’ Access To Advice

The State’s Independent Contractor Proposal Threatens Independent Financial Advisors And Their Services To Clients

By WSR Newsroom

/ 25 Aug 2025

Dale Brown, President & CEO, Financial Services Institute

Mariner To Add $1.7 Billion In AUA After Buying Arizona And New York RIAs

Separately, Mariner Institutional To Add $5 Billion In AUA With Acquisition Of Southeastern Advisory Services.

By Jeff Berman

/ 22 Aug 2025

Marty Bicknell, CEO and President, Mariner

Merchant Investment Management Stakes $4.2 Billion Kentucky RIA

Merchant’s Investment Will ‘Accelerate’ The Next Phase Of Growth And Talent Acquisition For Meridian Wealth Management, The Firms Say.

By Jeff Berman

/ 21 Aug 2025

Greg Couch, Founder and CEO, Meridian Wealth Management

Avoiding First Time M&A Pitfalls And Behaviorally Aligned Portfolios

Plus Our Deals & Recruiting Roundup, FSI And Oxford Economics’ Survey On New Jersey Advisors, Osaic’s Credit Union Recruit, F2’s Survey On Custodians And Corient’s Acquisition

By Larry Roth

/ 20 Aug 2025

Larry Roth, CEO, Wealth Solutions Report

Cresset Acquires Denver Consulting Firm; Combined Assets Near $200 Billion

Family Office Cresset To Combines With Monticello Associates By Year End.

By Jeff Berman

/ 20 Aug 2025

Avy Stein, Founder and Co-Chairman, Cresset

Cambridge Launches AI Account Opening Tool

The New, Autonomous ‘Digital Associate’ Offers Accuracy ‘Equal – Or Superior – To Human Counterparts,’ The Firm Says.

By Jeff Berman

/ 19 Aug 2025

Sean Van Moorleghem, Chief Technology Officer and Executive Vice President, Cambridge Investment Research

Guide To Industry Conferences: Asset Management

Our Conference Guide For Asset Management Covers The MMI Annual Conference, The IWI Strategy Forum And The Morningstar Investment Conference

By Janeesa Hollingshead

/ 19 Aug 2025

Guide To Industry Conferences: Asset Management

Deals & Recruiting Roundup: Lido, Abacus, Merit, Steward, Corient And More

Lido And Dynasty Receive Capital. M&A By Merit, Steward, Corient And SageView. Recruitments By Osaic And Raymond James. Holistic Wealth Launches. Appointments By iCapital, EP And VestGen.

By WSR Newsroom

/ 19 Aug 2025

Deals & Recruiting Roundup: Lido, Abacus, Merit, Steward, Corient And More

Sanctuary Wealth Recruits $1.2 Billion UHNW UBS Breakaway

Dial Square Private Wealth Launches In Orange County, California

By Michael Madden

/ 18 Aug 2025

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