Latest News from WSR

Choreo Names Keith Kotfica Chief Growth Officer

Kotfica Tapped To Help Lead Firm’s CPA Referral Program

By James Miller

/ 1 Aug 2025

Keith Kotfica, Chief Growth Officer, Choreo

Savvy Advisors Recruits $270 Million Minneapolis Team

Savvy Wealth’s RIA Affiliate Nears 70 Wealth Managers After Adding Perspective 6 Advisors.

By Jeff Berman

/ 31 Jul 2025

Matt Nelson, Managing Partner and Wealth Manager; Matthew J. Finley, Senior Partner and Wealth Manager; and Jacob LaRue, Partner and Wealth Manager, Perspective 6 Wealth Advisors

AI And HR, Regtech For Small Teams And 401(k) Cash-Outs

Plus Our Deals & Recruiting Roundup And AssetMark’s Private Markets Expansion

By Larry Roth

/ 30 Jul 2025

Larry Roth, CEO, Wealth Solutions Report

The Top Scams Targeting Ultra-High Net Worth Americans In 2025

Seven Increasingly Sophisticated Scams And Six Steps Advisors Can Take To Protect Clients

By WSR Newsroom

/ 30 Jul 2025

John O’Connell, Founder & CEO, The Oasis Group

Cherry Creek Family Offices Hires Jason Perlioni

Former CIO Of Johns Hopkins University To Serve As Senior Partner And Chair Of Investment Committee

By Michael Madden

/ 30 Jul 2025

Jason Perlioni, Senior Partner, Chairman of Investment Committee, Cherry Creek Family Offices

PE Firm GTCR To Buy FMG Suite From Aurora Capital

The Acquisition, Expected To Close In Q3, Will Allow FMG To Expand AI Capabilities.

By Jeff Berman

/ 30 Jul 2025

Michael Hollander, Managing Director, GTCR

Deals & Recruiting Roundup: Merchant, SEI, NewEdge And Coldstream

Minority Stake By Merchant. Summit Invests In 4 Firms. Acquisitions By EP Wealth, SEI And Osaic. Recruiting By NewEdge, Ameriprise, LPL, Cetera And Steward. Adam Spiegelman Launches New RIA. Appointments By Coldstream.

By WSR Newsroom

/ 29 Jul 2025

Deals & Recruiting Roundup: Merchant, SEI, NewEdge And Coldstream

Amplius’ First Fund Is Tax-Smart ETF

The Firm’s First Fund Leverages The ‘351 Exchange Rule’ To Provide Tax-Deferred Diversification For Holders Of Long-Held, Low-Basis Equities.

By Jeff Berman

/ 29 Jul 2025

Patrick Swift, Partner and President, Wealth Planning, Amplius Wealth Advisors

Regtech Surge: 5 Ways For Lean RIA Teams To Stay Compliant

Technology Can Provide Small Teams With The Capability To Digitize, Consolidate And Incorporate Real-Time Compliance

By WSR Newsroom

/ 28 Jul 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai

AssetMark Expands Into Private Markets

The Firm Plans To Make Private Markets Capabilities Available To Advisors In Q4.

By Jeff Berman

/ 28 Jul 2025

Lou Maiuri, Group CEO and Chairman, AssetMark

$2.3 Billion New Jersey Advisor Team Leaves Ameriprise To Start RIA

The Advisor Team Of Five Launches Laurel Oak Wealth Management.

By Jeff Berman

/ 28 Jul 2025

M&A Spotlight Shifts, Breaking Down The Big Beautiful Bill And Embracing Tech

Plus Our Wealthtech And Deals & Recruiting Roundups, The Invest In Others Finalists, WCG Launching Its Advisory Board, SFA’s Latest Promotion, Masttro Teaming With Arch And Vestmark’s UMA With Blackrock, Dynasty And iCapital

By Larry Roth

/ 23 Jul 2025

Latest News from WSR

Just one quick step