Latest News from WSR

Regtech Surge: Unlocking Growth Through AI And Automation

Wealth Management Firms Can Leverage AI For Automation, Decision-Making, Improved Services And Compliance

By WSR Newsroom

/ 28 May 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Advisors Need A Seat At The Table In Washington, D.C.

Plus Our Deals & Recruiting Roundup, Extraordinary Advisor Stories, Private Equity Secondaries, Succession For Business Owner Clients, Hightower’s Latest Stake, Serving Women Clients And Summit’s Minority Stakes

By Larry Roth

/ 28 May 2025

Advisors Need A Seat At The Table In Washington, D.C.

Integrated Partners Recruits $370 Million Boston Advisor Team

Corey Wealth Partners Joins Integrated Partners’ Advisor Network, Expanding Integrated’s Footprint In Greater Boston

By Jeff Berman

/ 27 May 2025

Rob Sandrew, Chief Growth Officer, Integrated Partners

Deals & Recruiting Roundup: Hightower, Angeles, Raymond James And More

M&A By Hightower, Summit Financial, HPS And Cary Street. Recruiting By Raymond James And & Partners. RIAs Third View And QTR Launch. Raymond James Recruits Trustmark. Appointments By Summit Trail, Caprock And Angeles.

By WSR Newsroom

/ 27 May 2025

Deals & Recruiting Roundup: Hightower, Angeles, Raymond James And More

Why Quantitative Oversight Is Now A Fiduciary Imperative

Quantitative Frameworks Can Build Client Trust And Establish An Audit Trail For Regulators

By WSR Newsroom

/ 27 May 2025

Chris Shuba, Founder & CEO, Helios Quantitative Research

Summit Takes Minority Stakes In Two More RIAs

Summit Invested In $250 Million Alabama Firm Parsons Broach And $313 Million Grandview Square In Minnesota

By Jeff Berman

/ 23 May 2025

Stan Gregor, CEO and Chairman, Summit Financial Holdings

Keys To Serving Women Along Their Wealth Journey

As Women Increasingly Control Wealth, Advisors Must Meet Their Needs

By Janeesa Hollingshead

/ 22 May 2025

Keys To Serving Women Along Their Wealth Journey

Hightower Stakes $2 Billion Aviation Sector-Focused RIA Smith Anglin

Dallas-Based Smith Anglin Is Hightower’s Second Deal Of 2025.

By Jeff Berman

/ 22 May 2025

CEOs Address Importance Of Financial Services Advocacy

CEOs Of FSI, Lincoln And Docupace Address Long-Term Advocacy, Current Issues And Regulator Education At FSI’s Forum & Capitol Hill Day

By Julius Buchanan

/ 22 May 2025

CEOs Address Importance Of Financial Services Advocacy

Reframing Succession Planning As A Prioritization Exercise

Advisors Can Help Business Owner Clients Plan For Succession Using Skills They Already Possess

By WSR Newsroom

/ 22 May 2025

Extraordinary Stories: How Heart Surgery Led To An Advisor’s Independence

Savvy Advisors Wealth Manager Dustin Roberts Explains How Open Heart Surgery Changed His Perspective On Life And Career.

By Jeff Berman

/ 21 May 2025

Dustin Roberts, Wealth Manager, Savvy Advisors

FSI Forum: Washington Update, SEC Commissioner And FINRA CEO

FSI Event Addresses Next Gen, Congress, Tax Reforms, Regulatory Initiatives, Proposed Rules, AI, ‘Regulation By Enforcement’ And More

By Julius Buchanan

/ 21 May 2025

FSI Forum: Washington Update, SEC Commissioner And FINRA CEO

Latest News from WSR

Regtech Surge: Unlocking Growth Through AI And Automation

Integrated Partners Recruits $370 Million Boston Advisor Team

Why Quantitative Oversight Is Now A Fiduciary Imperative

Summit Takes Minority Stakes In Two More RIAs

Keys To Serving Women Along Their Wealth Journey

Hightower Stakes $2 Billion Aviation Sector-Focused RIA Smith Anglin

CEOs Address Importance Of Financial Services Advocacy

Reframing Succession Planning As A Prioritization Exercise

Extraordinary Stories: How Heart Surgery Led To An Advisor’s Independence

FSI Forum: Washington Update, SEC Commissioner And FINRA CEO

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