Latest News from WSR

Your Skills Can Make A Difference

Plus Our Deals & Recruiting Roundup, AI For Advisors, Custodian Conferences, Surge Ventures’ New AI Platform, Hightower’s $3.8 Billion Acquisition, NWF Rebrands As Artisan, Sanctuary’s $2 Billion Recruit And Sowell’s Partnership With Goldman

By Larry Roth

/ 21 May 2025

The Pros And Cons Of The PE Secondaries Market For Advisory Clients

Experts At Regent Peak, Opto And Modern Wealth Unpack The Market For Private Equity Secondaries, How These May Fit Into Clients’ Portfolios And What To Look For

By WSR Newsroom

/ 20 May 2025

The Pros And Cons Of The PE Secondaries Market For Advisory Clients

Deals & Recruiting Roundup: HUB, iCapital, Hightower, Addepar And More

M&A By HUB, iCapital, Hightower And Addepar. NWF Rebrands To Artisan. Recruitments By Sanctuary, Raymond James, Osaic And NewEdge. Sowell Partners With Goldman. Appointments By Rothschild And Emigrant.

By WSR Newsroom

/ 20 May 2025

Deals & Recruiting Roundup: HUB, iCapital, Hightower, Addepar And More

Bridging Purpose And Profession: Volunteerism Among Financial Advisors

Professional Volunteering Is Reshaping The Financial Services Industry’s DNA

By WSR Newsroom

/ 19 May 2025

Jessica Dunham, Chief Operating Officer, Invest in Others Charitable Foundation

Sowell Partners With Goldman And GeoWealth For HNW Portfolio Strategies

Partnership Produces Exclusive Allocation Strategies Personalized To HNW Client Preferences, Tax Needs And Objectives

By Michael Madden

/ 19 May 2025

Daryl Seaton, President, Sowell Management

Carson Group And Raymond James Launch New AI-Driven Tech For Advisors

Carson Group Launches New AI Assistant, While Raymond James Rolls Out Zoom AI Companion Meeting Summaries.

By Jeff Berman

/ 16 May 2025

Dani Fava, Chief Strategy Officer, Carson Group

$8 Billion Hybrid RIA NWF Advisory Rebrands As Artisan Capital

Los Angeles-Based NWF Advisory Group Rebrands To Emphasize Service Commitment

By James Miller

/ 15 May 2025

Shehab Mohammad, President & CEO, Artisan Capital Partners

Hightower Stakes $3.8 Billion RIA Lindbrook

With Offices In California And New York, Lindbrook Capital Is Hightower’s First Deal Of 2025.

By Jeff Berman

/ 15 May 2025

Success In The Succession Crisis

Plus Our Deals & Recruiting Roundup, Investments Roundup, Special Needs Planning, Binah’s Plans, Mercer’s Milestone, TradingBlock’s IPO Service, And Launches Of Balefire And Pendulum Partners

By Larry Roth

/ 14 May 2025

Guide To Industry Conferences: Custodians

What You Need To Know About Pershing INSITE And Schwab IMPACT

By Janeesa Hollingshead

/ 14 May 2025

Simone Biles, Olympic medalist, keynote speaker at INSITE, and Rick Wurster, President & CEO, Charles Schwab

Investments Roundup: Simplify, CAIS, BlackRock, Advisors, Edward Jones And More

News Featuring Simplify, CAIS, BlackRock, Advisors, Edward Jones, Ballast Rock, CI Global, YCharts, Venturi, Janus Henderson, HFR And Pacer ETFs.

By WSR Newsroom

/ 13 May 2025

Investments Roundup: Simplify, CAIS, BlackRock, Advisors, Edward Jones And More

Sanctuary Recruits $2 Billion 1280 Financial Partners From UBS

Wirehouse Breakaway Team Establishes Independence Through Minority Stake From Sanctuary’s Strategic Capital Partnership Program

By Michael Madden

/ 13 May 2025

Vince Fertitta, President, Wealth Management, Sanctuary Wealth

Latest News from WSR

The Pros And Cons Of The PE Secondaries Market For Advisory Clients

Bridging Purpose And Profession: Volunteerism Among Financial Advisors

Sowell Partners With Goldman And GeoWealth For HNW Portfolio Strategies

Carson Group And Raymond James Launch New AI-Driven Tech For Advisors

$8 Billion Hybrid RIA NWF Advisory Rebrands As Artisan Capital

Hightower Stakes $3.8 Billion RIA Lindbrook

Guide To Industry Conferences: Custodians

Sanctuary Recruits $2 Billion 1280 Financial Partners From UBS

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