Latest News from WSR

Pathfinder Winners On What Our Industry Must Do For Women

Pathfinder Winners Beth Lawlor, Moira Buckley, Elizabeth Pavlik And Julie R. Davis Discuss What Steps Still Need To Be Taken To Improve The Wealth Management Sector For Women Advisors And Leaders

By Jeff Berman

/ 25 Mar 2025

Pathfinder Winners On What Our Industry Must Do For Women

Pathfinder Winners On How Our Industry Is Serving Women Clients

Pathfinder Winners Hayley Wood Bates, Terri Kallsen, Jacqueline Martinez And Heather Fortner Discuss What Steps We Can Take To Empower And Advance Women

By Jeff Berman

/ 25 Mar 2025

Pathfinder Winners On How Our Industry Is Serving Women Clients

Deals & Recruiting Roundup: Merit, Summit, Integrated Partners And More

M&A By Merit, Summit, WPCG, HGGC And Pure. Recruitment By Integrated Partners. Strategic Partnership By GCM Grosvenor. AssetMark Launches Succession Program. Promotions And People Moves By Dynasty, Sequoia, Altruist, Orion And Clearstead.

By Julius Buchanan

/ 24 Mar 2025

Deals & Recruiting Roundup: Merit, Summit, Integrated Partners And More

Wealth In Rural Areas Offers Possibilities For Advisors And Firms

Despite Stereotypes, Experts Say Rural Americans Hold Valuable Assets And Need Financial Advice. But Challenges Remain.

By Janeesa Hollingshead

/ 23 Mar 2025

Wealth In Rural Areas Offers Possibilities For Advisors And Firms

J.D. Power Study Finds Young DIY Investors Turning To Advisors

Advised Investors Are Most Satisfied With Raymond James While Vanguard Is #1 With DIY Investors, Satisfaction Study Shows

By Jeff Berman

/ 23 Mar 2025

Kapil Vora, Senior Director of Wealth Intelligence, J.D. Power

Regtech Surge: The True Cost Of Compliance Mistakes

Risk Of Fines And Damage To Morale And Reputation Can Be Minimized By AI-Based Compliance Solutions

By WSR Newsroom

/ 19 Mar 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Future Proof Citywide Highlights Product Innovation

Goldman Sachs, BNY, State Street, USCF And Cliffwater Address Innovation In Investment Products For Advisory Clients

By Julius Buchanan

/ 19 Mar 2025

From left, Vildana Hajric, Reporter, Bloomberg News; Bryon Lake, Chief Transformation Officer, Asset & Wealth Management, Goldman Sachs Asset Management; Jose Minaya, Global Head of Invest...

Future Proof Citywide Examines Tech Advancements For Advisors

Experts From Ezra Group, FINNY AI, Savvy Wealth, Canoe, Arch, GLASfunds And Aureus Advantage Address Technological Changes In Private Markets And The Advisory Business

By Julius Buchanan

/ 19 Mar 2025

From left: Craig Iskowitz, CEO, Ezra Group; Eden Ovadia, CEO, FINNY AI; and Ritik Malhotra, CEO, Savvy Wealth

Cerulli: Almost 78% Of Industry On Fee-Based Model By 2026

Asset-Based Fees Are Already The Most Popular Fee Structure, Representing 72.4% Of Compensation, The Firm Says.

By Jeff Berman

/ 19 Mar 2025

Andrew Blake, Associate Director, Cerulli

Let’s Get Past The Hype To A Real World Grasp Of AI

Plus Our Investments Roundup, Deals & Recruiting Roundup, Organic And Inorganic Growth, FSI’s Initiatives, Carson’s CTO, Alaris’ AI Matchmaker, Docupace’s Acquisition, VestGen’s Advisory Board, Cambridge’s Growth Program, Edward Jones’ Platform Launch And CapIntel’s Survey Results

By Larry Roth

/ 18 Mar 2025

Let’s Get Past The Hype To A Real World Grasp Of AI

Deals & Recruiting Roundup: Carson Group, Edward Jones, Oppenheimer And More

M&A By Apella Wealth, Americana Partners And LPL. ECHELON Partners’ M&A Report. Alaris’ AI M&A Matchmaker. UHNW Service Launches By Edward Jones, LinePoint And Five Eleven. Mosaic Advanced Planning’s Launch. Oppenheimer’s Promotion. Triad And Carson Make New Hires.

By WSR Newsroom

/ 17 Mar 2025

Deals & Recruiting Roundup: Carson Group, Edward Jones, Oppenheimer And More

Investments Roundup: LPL, Genstar, Cerulli, Janus and More

Q&A With Jon Fee Of VettaFi – Our Investments Solutions Leader Of The Month – Plus News Featuring HFR, LPL Financial, Genstar, Cerulli, Janus, Franklin Templeton, CFRA, Goldman Sachs, Fidelity, Morningstar, SMArtX And BondBloxx.

By WSR Newsroom

/ 17 Mar 2025

Latest News from WSR

Pathfinder Winners On What Our Industry Must Do For Women

Pathfinder Winners On How Our Industry Is Serving Women Clients

Wealth In Rural Areas Offers Possibilities For Advisors And Firms

J.D. Power Study Finds Young DIY Investors Turning To Advisors

Regtech Surge: The True Cost Of Compliance Mistakes

Future Proof Citywide Highlights Product Innovation

Future Proof Citywide Examines Tech Advancements For Advisors

Cerulli: Almost 78% Of Industry On Fee-Based Model By 2026

3 articles left!

Just one quick step