Latest News from WSR

AI Is The Headline. But RIA Founders Should Be Watching These 3 Things

RIA Founders Should Look Beyond AI To Organic Growth, Talent Development And Technology-Enabled Scale As They Prepare For Future M&A

By WSR Newsroom

/ 21 Sep 2026

AI Is The Headline. But RIA Founders Should Be Watching These 3 Things

This Time It’s Different. Or Is It?

Four Wealthtech Executives Assess What Claude For Financial Advisors Means For Firms Already Serving Wealth Management

By WSR Newsroom

/ 21 Sep 2026

Invest In Others Honors Advisors For Philanthropy On Its 20th Anniversary

In Its First Two Decades, The Foundation Has Provided More Than $10 Million In Grants And Recognized Over 1,000 Advisors

By Jeff Berman

/ 21 Sep 2026

Apella Adds Over $900 Million In Client Assets With Two Acquisitions

Apella Acquired Longview Financial Advisors In California And Morris Financial Concepts In South Carolina

By Jeff Berman

/ 18 Sep 2026

Apella Adds Over $900 Million In Client Assets With Two Acquisitions

Sanctuary Wealth Expands Leadership Team With Three Hires

Appointments Span Estate Planning, M&A And Advisor Marketing

By Thomas Lee

/ 18 Sep 2026

Sanctuary Wealth Expands Leadership Team With Three Hires

Apex Teams With FusionIQ To Enhance Digital Investment Capabilities

The Collaboration Will Provide Unified Clearing, Custody And Digital Wealth Management Capabilities To Financial Institutions, The Firms Say.

By Jeff Berman

/ 17 Sep 2026

Apex Teams With FusionIQ To Enhance Digital Investment Capabilities

Dynasty’s Harris Baltch Explains Capital Choices For RIA Growth And Succession

Baltch Discusses RIA Capital Structures, Growth And Succession With WSR’s Editor In Chief

By WSR Newsroom

/ 17 Sep 2026

Dynasty’s Harris Baltch Explains Capital Choices For RIA Growth And Succession

Wealth Enhancement’s Carroll Discusses The Infrastructure Behind Sustainable RIA Growth

Carroll And Laurie Stack Converse On Sustainable RIA Growth, Referral Partnerships, Culture And M&A Integration

By WSR Newsroom

/ 17 Sep 2026

Wealth Enhancement’s Carroll Discusses The Infrastructure Behind Sustainable RIA Growth

Anthropic Launches Claude For Financial Advisors

AI Tool Suite Connects Advisor Technology And Adds Workflow Skills As Dynasty Builds A Broader AI System On Claude.

By Jeff Berman

/ 16 Sep 2026

Anthropic Launches Claude For Financial Advisors

From Founder To Growth Engine And Predicting The Markets Through Year-End

Plus Our Deals & Recruiting And Investments Roundups, Ensuring The Paycheck Continues For Heirs, Beyond ‘More Leads,’ When Compliance And Culture Clash, Building An Enterprise, Training To Serve Women Clients, Envestnet To Buy Vestmark, Feathery’s And FMG’s Initiatives, BridgePort’s Hire And More

By Larry Roth

/ 16 Sep 2026

From Founder To Growth Engine And Predicting The Markets Through Year-End

Three Studies Examine Technology, Time And Advisor Productivity

AssetMark Finds Substantial AI Time Savings, Vanguard Identifies A Continuing Shortage Of Client-Facing Time And Oasis Examines The Cost Of Meeting Administration

By WSR Newsroom

/ 16 Sep 2026

Three Studies Examine Technology, Time And Advisor Productivity

Private Credit’s Greatest Risk Could Be Missing Out

Advisors Can Help Clients Navigate Private Credit By Emphasizing Manager Selection, Diversification And Liquidity Expectations

By WSR Newsroom

/ 15 Sep 2026

Private Credit’s Greatest Risk Could Be Missing Out

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