Latest News from WSR

Wealthtech Roundup: Luma, YCharts, TradingBlock, Docupace, PureFacts And More

Q&A With Brady Beals Of Luma – Our Wealthtech Leader Of The Month – Plus News Featuring YCharts, TradingBlock, Docupace, PureFacts, Savvy Wealth, Raymond James, FINNY AI, T3, BetaNXT And Fi-Tek, Flourish And Cerulli.

By WSR Newsroom

/ 1 Apr 2025

Wealthtech Roundup: Luma, YCharts, TradingBlock, Docupace, PureFacts And More

LPL to Buy Commonwealth for $2.7 Billion

LPL’s Purchase Of Its Rival Will Add $285 Billion Of Advisory And Brokerage Assets.

By Jeff Berman

/ 1 Apr 2025

Wealth Enhancement Adds $516 Million Dallas RIA

The Purchase Gives Wealth Enhancement Its 11th Texas Location And Boosts Client Assets To Over $107.5 Billion.

By Jeff Berman

/ 31 Mar 2025

Caprock To Transition Its Impact Reporting Platform To BlueMark

Platform Designed By Caprock To Create Industry Standard Expected To Reach Broader Market Through BlueMark

By James Miller

/ 30 Mar 2025

Mark Gustafson, Managing Director, Caprock

Robinhood Rolling Out Wealth Management, Tax And Estate Services

Offering ‘Low Fees With A Cap,’ Firm Announces Current And Upcoming Wealth Management Services, Private Banking Platform And AI-Based Trading Tool

By Jeff Berman

/ 28 Mar 2025

Dynasty Selects Goldman Sachs As A Preferred Custodian For Its RIA Network

Goldman Sachs Custody Solutions Joins BNY Pershing, Fidelity And Schwab As A Custodial Option For Dynasty Network Members.

By Jeff Berman

/ 27 Mar 2025

Shirl Penney, CEO and Founder, Dynasty Financial Partners

RIA AlphaCore To Acquire $2.4 Billion Callan Capital

Combination With Neighboring Firm Will Expand AlphaCore’s Geographic Footprint, Bolster UHNW And Family Office Capabilities

By Jeff Berman

/ 26 Mar 2025

Dick Pfister, CEO and Founder, AlphaCore Wealth Advisory, and Trevor Callan, Co-Founder & Managing Partner, Callan Capital

World Announces Launch Of Investment And Portfolio Platform

Lauren Yeaton Hunt To Oversee World Managed Account Platform, Which Includes In-House, Third-Party And Advisor-Managed Models

By Michael Madden

/ 26 Mar 2025

Lauren Yeaton Hunt, SVP of Wealth Platforms and Partnerships, World Investment Advisors

We Highlight Women Industry Leaders For Women’s History Month

Plus Our Deals & Recruiting Roundup, Coverage From Future Proof Citywide, Costly Compliance Mistakes, Fee-Based Advice Most Popular, Rural Advisory Business And DIY Investors Seeking Human Advice

By Larry Roth

/ 25 Mar 2025

We Highlight Women Industry Leaders For Women’s History Month

Cambridge Names Schwab Veteran Sean Van Moorleghem CTO

New CTO From Schwab And TD Ameritrade Brings Experience In Platforms And AI

By James Miller

/ 25 Mar 2025

Sean Van Moorleghem, Chief Technology Officer and Executive Vice President, Cambridge Investment Research

CAIS Launches Alts Model Marketplace For Advisors

The New CAIS Models Marketplace Aims To Provide Advisors With A More Efficient Way To Integrate Alts Into Their Clients’ Portfolios.

By Jeff Berman

/ 25 Mar 2025

Neil Blundell, Chief Investment Officer, CAIS Advisors

WSR Pathfinder Awards – Top Women Industry Leaders Of 2025

WSR Recognizes Women’s History Month For Fourth Time With Pathfinder Awards Calling Out Excellence In Wealth Management

By Janeesa Hollingshead

/ 25 Mar 2025

WSR Pathfinder Awards – Top Women Industry Leaders Of 2025

Latest News from WSR

LPL to Buy Commonwealth for $2.7 Billion

Wealth Enhancement Adds $516 Million Dallas RIA

Caprock To Transition Its Impact Reporting Platform To BlueMark

Robinhood Rolling Out Wealth Management, Tax And Estate Services

Dynasty Selects Goldman Sachs As A Preferred Custodian For Its RIA Network

RIA AlphaCore To Acquire $2.4 Billion Callan Capital

World Announces Launch Of Investment And Portfolio Platform

Cambridge Names Schwab Veteran Sean Van Moorleghem CTO

CAIS Launches Alts Model Marketplace For Advisors

WSR Pathfinder Awards – Top Women Industry Leaders Of 2025

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