Latest News from WSR

Flexible Independence – A Key Advantage Amid Overlooked Opportunities

The Great Wealth Transfer Presents Opportunities For Independent Advisors Who Can Adapt And Remain Flexible

By WSR Newsroom

/ 9 Sep 2025

Greg Cornick, EVP, Wealth Management Solutions, Osaic

Should Wealth Management Firms Build out Internal Compliance Staff or Bring on Outsourced Compliance Services?

Calculating the Relative Costs and Merits

By WSR Newsroom

/ 9 Sep 2025

Sander Ressler, Co-Owner & Managing Director, Essential Edge Compliance Outsourcing Services

Deals & Recruiting Roundup: Mercer, Merchant, Granite Islands, Hightower And More

M&A By Mercer, Merchant, Madison Dearborn, Corient, Savant, Modern Wealth And CW Advisors. RIA Debuts By Granite Islands And Canterbury Capital. Elevation Point And Goldman Sachs’ Partnership. Appointments By Hightower And FNZ.

By WSR Newsroom

/ 9 Sep 2025

Deals & Recruiting Roundup: Mercer, Merchant, Granite Islands, Hightower And More

Sanctuary Recruits Lincoln Advisor Through Enterprise Partner Program

Richard LeSavoy Joins Firm’s Network Through Centeras Private Wealth

By James Miller

/ 9 Sep 2025

Richard LeSavoy, Financial Advisor, Centeras Private Wealth

Cerity To Buy $4.5 Billion Albany Advisory Firm Graypoint

Graypoint Serves Over 60 Nonprofits In The Albany Area And Beyond

By Jeff Berman

/ 9 Sep 2025

Kurt Miscinski, CEO, President and Partner, Cerity Partners

Docupace’s George: Execution Is The New Alpha In Wealth Management

Why Operational Excellence — Not Product Innovation — Is Now The Ultimate Differentiator

By WSR Newsroom

/ 8 Sep 2025

Ryan George, Chief Marketing Officer, Docupace

Betterment: RIAs Are Adapting To Meet The Demands Of Digital-First Investors

Advisors Are Leveraging Tech But 65% Of RIAs Surveyed Were Concerned About Clients Using AI For Financial Advice.

By Jeff Berman

/ 5 Sep 2025

IFG Hires Steven Gensler To Lead Advisor Growth Strategy

Former LPL Exec Will Oversee Programs Designed To Support Advisors

By Janeesa Hollingshead

/ 5 Sep 2025

Steven Gensler, Senior Vice President of Advisor Growth and Development Independent Financial Group

Morningstar Launches Its First Medalist Ratings For Semiliquid Funds

Semiliquid Funds Assets Grew Over 60% Since 2022, But Remain Difficult To Evaluate And Needed Independent Analysis, Morningstar Says.

By Jeff Berman

/ 4 Sep 2025

Laura Lutton, Global Head of Manager Research, Morningstar

Corient Starts Global Expansion With Acquisitions Of Two UK-Based Advisory Firms

The Purchases Of Stanhope Capital And Stonehage Fleming Add $214 Billion In Client Assets To Corient

By Jeff Berman

/ 3 Sep 2025

Kurt MacAlpine, CEO and Partner, Corient

Jersey Trouble, Mid-Sized RIAs Squeezed, And Choosing AI And Regtech Partners

Plus Our Deals & Recruiting Roundup, Unpacking The OBBBA, Cerulli On HNW Clients, Evolving Support Models, MAI And Evoke Combine, And Docupace Sets Out Agentic AI Roadmap

By Larry Roth

/ 3 Sep 2025

Larry Roth, CEO, Wealth Solutions Report

Mercer To Expand In California, Idaho And Oregon With Latest Acquisitions

Mercer To Add About $850 Million In Assets With Purchases Of West Oak Capital And Eagle Wealth.

By Jeff Berman

/ 2 Sep 2025

Martine Lellis, Principal, M&A Partner Development, Mercer Advisors

Latest News from WSR

Flexible Independence – A Key Advantage Amid Overlooked Opportunities

Should Wealth Management Firms Build out Internal Compliance Staff or Bring on Outsourced Compliance Services?

Sanctuary Recruits Lincoln Advisor Through Enterprise Partner Program

Cerity To Buy $4.5 Billion Albany Advisory Firm Graypoint

Docupace’s George: Execution Is The New Alpha In Wealth Management

Betterment: RIAs Are Adapting To Meet The Demands Of Digital-First Investors

IFG Hires Steven Gensler To Lead Advisor Growth Strategy

Morningstar Launches Its First Medalist Ratings For Semiliquid Funds

Corient Starts Global Expansion With Acquisitions Of Two UK-Based Advisory Firms

Mercer To Expand In California, Idaho And Oregon With Latest Acquisitions

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