Latest News from WSR

How AI Is Reshaping The Human Resources Landscape

Executives From EP Wealth, Mercer, 49 Financial, CogniCor And U.S. Executive Search Share Views About AI’s Impact On Hiring, Retention, Training And More

By Julius Buchanan

/ 22 Jul 2025

How AI Is Reshaping The Human Resources Landscape

Improving Retention By Supporting 401(k) Account Consolidation

Auto Portability Of Accounts Benefits Clients, Advisors, And Plan Sponsors And Recordkeepers

By WSR Newsroom

/ 22 Jul 2025

Spencer Williams, CEO, Portability Services Network, and CEO, Retirement Clearinghouse

Deals & Recruiting Roundup: Elevation Point, LPL, Hightower And More

Minority Stake By Elevation Point. Acquisition By NorthRock. M&A Reports By DeVoe And ECHELON. Recruiting By LPL and NewEdge. Appointments By Envestnet, Hightower, Gregory FCA, SFA And Wealth Consulting Group.

By WSR Newsroom

/ 22 Jul 2025

Deals & Recruiting Roundup: Elevation Point, LPL, Hightower And More

Wealthtech Roundup: World, Orion, Nitrogen, Oasis And More

News Featuring World, Orion, Nitrogen, Oasis, Zocks, Envestnet, BNY Pershing, Osaic, Advisor360°, TIFIN, Arch And Cetera

By WSR Newsroom

/ 22 Jul 2025

Wealthtech Roundup: World, Orion, Nitrogen, Oasis And More

Why RIAs Have Replaced Broker-Dealers As The Darlings Of M&A

Experts From Merchant, DeVoe, Integrated, Alaris And Bridgemark Discuss Private Equity’s Shift To RIAs

By Larry Roth

/ 21 Jul 2025

Larry Roth, CEO, Wealth Solutions Report

Vestmark Teams With BlackRock, Dynasty And iCapital On Private Asset UMA

The Firms’ New Solution Enables RIAs To Combine Private Assets And SMAs Within One Tax-Managed Portfolio For Their Clients.

By Jeff Berman

/ 18 Jul 2025

SFA Partners Promotes Inman Porter To SVP Of Advisor Solutions

Firm Also Appoints Deaderick Jones As Chief Compliance Officer Of Its Strategic Financial Alliance Division

By Michael Madden

/ 18 Jul 2025

Inman Porter, Senior Vice President of Advisor Solutions, SFA Partners

The Wealth Consulting Group Adds Industry Veterans To Guide Growth Initiatives

Stuart DePina, Jason Ehrlich, Paul Kim And Andy Kalbaugh Named To The Hybrid RIA’s New Advisory Board

By James Miller

/ 17 Jul 2025

Jimmy Lee, Founder & CEO, The Wealth Consulting Group

Arch Teams With Masttro To Give UHNW Investors Enhanced Alts Data

Integration Is Intended To ‘Streamline Workflows And Automate Processes For Tracking, Managing And Reporting On Alternative Investments’

By Jeff Berman

/ 17 Jul 2025

Wealth.com: Breaking Down The Big Beautiful Bill: Tax Insights And Advisor Takeaways

The One Big Beautiful Bill Act Requires Advisor Attention And Presents Opportunities For Client Service

By WSR Newsroom

/ 16 Jul 2025

Dave Haughton, Senior Corporate Counsel, Wealth.com

This Year’s CMO 5 And The Intersection Of Marketing And M&A

Plus Our Deals & Recruiting And Investments Roundups, M&A Conferences, Serving Neurodiverse Clients, Litigation Wisdom, Fi3’s Partnership With Opto, Modern’s Acquisition, Constellation’s Stake In Merit, Sanctuary’s Recruit And iCapital’s Fundraising

By Larry Roth

/ 16 Jul 2025

Finalists Picked For 19th Invest In Others Awards

Winners Will Be Announced At The Invest In Others Awards Gala On Sept. 25 In Boston.

By Jeff Berman

/ 16 Jul 2025

Latest News from WSR

Just one quick step