Latest News from WSR

What Advisors And Their Clients Need To Know About IPOs In The Second Half

Barrett Upton’s Co-CIO Describes The Current IPO Cycle, How Private Markets Have Changed IPOs, Factors Needed For A Successful IPO And What Advisors Should Tell Their Clients About IPOs

By Jeff Berman

/ 4 Aug 2026

What Advisors And Their Clients Need To Know About IPOs In The Second Half

FMG Suite Adds Executives With A Focus On AI Innovation And Enterprise Growth

Hires From EY-Parthenon, Bain, Goldman Sachs, Salesforce, IBM And ISS To Help Firm Scale Its Compliant Growth Platform

By WSR Newsroom

/ 4 Aug 2026

FMG Suite Adds Executives With A Focus On AI Innovation And Enterprise Growth

CAIS Gets $170 Million In Latest Funding Round Valuing Firm At Over $2 Billion

The Firm Says It Will Use The New Funding To Expand Its Alts Platform, Scale Its Tech And AI Capabilities, And ‘Explore Strategic Opportunities.’

By Jeff Berman

/ 30 Jul 2026

CAIS Gets $170 Million In Latest Funding Round Valuing Firm At Over $2 Billion

Beyond Integration: Why Wealth Management Is Embracing Tech Orchestration

As RIAs Expand Through Acquisitions And AI Adoption Accelerates, Firms Are Looking Beyond Connecting Software To Coordinating Entire Workflows Across Their Technology Stacks.

By Larry Roth

/ 30 Jul 2026

Beyond Integration: Why Wealth Management Is Embracing Tech Orchestration

Scaling Smart: How RIA Acquirers Are Building Centralized Services In A Digital Era

CEOs Discuss Factors Affecting Scale And Tech Integration, Including AI, Proprietary Technologies And Integrated Service Models

By WSR Newsroom

/ 30 Jul 2026

Scaling Smart: How RIA Acquirers Are Building Centralized Services In A Digital Era

Going Beyond Private Equity, Working With Multiple Generations And Serving Women Clients

Plus Our Deals & Recruiting Roundup, Advising A ‘Hostage Negotiator,’ Research From Berkshire And Cerulli, Giving Holistic Advice, Envestnet’s Trading Platform Launch And Invest In Others’ Finalists Announcement

By Larry Roth

/ 29 Jul 2026

Going Beyond Private Equity, Working With Multiple Generations And Serving Women Clients

WSR Opens Nominations For Inaugural Top Financial Advisor Recruiters Of The Year

Recognition Honors Top Five Third-Party Recruiters Based On Total Assets Successfully Transitioned Over Past 12 Months, Industry Expertise, Demonstrated Thought Leadership And Enterprise Relationships

By WSR Newsroom

/ 29 Jul 2026

WSR Opens Nominations For Inaugural Top Financial Advisor Recruiters Of The Year

Exclusive: Kelly Park Capital Launches Enhanced Onboarding Experience For Alts

PRISM 2.0 Provides ‘5-in-1’ Onboarding For Advisors And Their Clients To Complete One Subscription Process Across Alt Investments, The Firm Says.

By Jeff Berman

/ 29 Jul 2026

Exclusive: Kelly Park Capital Launches Enhanced Onboarding Experience For Alts

RFG Advisory Implements Feathery-Designed Workflow Platform

The Platform Speeds Client Onboarding And Supports Faster Advisor Transitions, Said Feathery

By WSR Newsroom

/ 29 Jul 2026

RFG Advisory Implements Feathery-Designed Workflow Platform

Corient To Buy $4.9 Billion New York RIA

The Acquisition Of Seven Bridges Advisors Is Part Of Corient’s Continued Expansion In New York.

By Jeff Berman

/ 29 Jul 2026

Corient To Buy $4.9 Billion New York RIA

PRI Expands Retirement Plan Leadership Across Compliance, Pooled Plan And Legal Affiliates

Firm Said Appointments Are Part Of Two-Year Plan To Expand Leadership And Capabilities

By WSR Newsroom

/ 29 Jul 2026

PRI Expands Retirement Plan Leadership Across Compliance, Pooled Plan And Legal Affiliates

Deals & Recruiting Roundup: Moneta, RBC, Carson, Altruist And More

Acquisition By Arax; Recruiting By Moors & Cabot, Ameriprise, RBC And Cresset; Moneta Partners With Thomson Tyndall; Civic Partners With Altruist; Carson Launches An Equity Program; Appointments By Advisor360° And Fidelis; And Research By Cerulli, AdvizorPro And Berkshire Global.

By WSR Newsroom

/ 28 Jul 2026

Deals & Recruiting Roundup: Moneta, RBC, Carson, Altruist And More

Latest News from WSR

What Advisors And Their Clients Need To Know About IPOs In The Second Half

CAIS Gets $170 Million In Latest Funding Round Valuing Firm At Over $2 Billion

Beyond Integration: Why Wealth Management Is Embracing Tech Orchestration

Scaling Smart: How RIA Acquirers Are Building Centralized Services In A Digital Era

Going Beyond Private Equity, Working With Multiple Generations And Serving Women Clients

WSR Opens Nominations For Inaugural Top Financial Advisor Recruiters Of The Year

Exclusive: Kelly Park Capital Launches Enhanced Onboarding Experience For Alts

RFG Advisory Implements Feathery-Designed Workflow Platform

Corient To Buy $4.9 Billion New York RIA

PRI Expands Retirement Plan Leadership Across Compliance, Pooled Plan And Legal Affiliates

3 articles left!

Just one quick step