Latest News from WSR

Deals & Recruiting Roundup: F2 Strategy, Merit, CW, Great Hill And More

Acquisitions Including F2 Strategy, Merit, Modern Wealth And CW. Minority Stake By Great Hill. M&A Report By DeVoe. Recruiting By Arkadios. Partnerships By Integrated And Summit. Appointments By IFG, Sowell And Docupace.

By WSR Newsroom

/ 6 May 2025

Deals & Recruiting Roundup: F2 Strategy, Merit, CW, Great Hill And More

Why ‘Set it And Forget It’ Causes Risks For Special Needs Financial Planning

Advising Special Needs Clients Requires Special Tools Include ABLE Accounts, Special Needs Trusts And Ongoing Estate Planning

By WSR Newsroom

/ 6 May 2025

Stephanie Selbach, Advisor & Assistant Vice President, Wealthspire Advisors

The Advisor Succession Crisis Isn’t Going Away

What Is The Industry Going To Do About It?

By Michael Madden

/ 5 May 2025

The Advisor Succession Crisis Isn’t Going Away

World Partners With Pontera For Advisors To Serve Held-Away Retirement Accounts

World’s Advisors Have Access To Pontera’s Platform To Manage 401(k) And Other Retirement Accounts Through A Data Security Layer

By Michael Madden

/ 5 May 2025

Troy Hammond, CEO, World Investment Advisors

Great Hill Partners Makes Minority Investment In Mission Wealth

The Private Equity Firm’s Investment Is Expected To Enhance Organic Growth For The High Net Worth-Focused RIA

By Jeff Berman

/ 2 May 2025

Matthew Vettel, Managing Director, Great Hill Partners

Advisors Asset Management President Cliff Corso Named CEO

Effective May 9, President And CIO Corso Is Replacing Scott Colyer, Who Retires As CEO After 27 Years

By Jeff Berman

/ 1 May 2025

Cliff Corso, President, CIO and, effective May 9, CEO, Advisors Asset Management

Prospera Launches Four Planning Service Models

‘Planning Your Way’ Program Includes Four Levels Of Paraplanner Support, Plus Software Consultation

By Michael Madden

/ 1 May 2025

Tarah Williams, President & COO, Prospera Financial Services

Modern Wealth Enters Chicago Area Via 16th Acquisition

With OFM Wealth’s Assets, Modern Wealth Surpasses $7.5 Billion In AUM Two Years After Launching.

By Jeff Berman

/ 30 Apr 2025

Jason Gordo, Co-Founder and President, Modern Wealth Management

Sowell Management Expands Leadership Team To Drive Growth And Expansion

RIA Appoints Executives To Lead Investment Management Sales, Finance And Financial Advisory Retail Functions

By James Miller

/ 30 Apr 2025

Scott Dooley, Managing Director of Investment Management, and Sabrina Freeman, Director of Finance and Trek Wealth Solutions, Sowell Management

The CEO Who Fled Through The Bathroom Window And Other War Stories

The Second Installment Of Brian Hamburger’s ‘War Stories Of The Past 25 Years’ Reviews Compliance Innovation, The Evolution Of Compliance Priorities And Exams, And War Stories With Lessons Learned

By Julius Buchanan

/ 30 Apr 2025

Brian Hamburger, Founder, President & CEO, MarketCounsel, and Founder & Chief Counsel, HamburgerLaw

Strategies For Rethinking Fee Structures In Volatile Markets

Monthly And Subscription-Based Fees Have Advantages Compared To Traditional Quarterly Billing

By WSR Newsroom

/ 30 Apr 2025

John O’Connell, Founder & CEO, The Oasis Group

Professional Services Firms Give Our Industry An Edge

Plus Our Deals & Recruiting Roundup; Compliance Technology; Holistic Retirement; Constant Innovation; AI-Based Estate Planning; RFG’s, SFA’s And Raymond James’ Recruits; BlackRock’s Bond ETF Prediction; SEIA Hires Matt Matrisian; And Independent Financial Group Hires Kevin Keefe

By Larry Roth

/ 30 Apr 2025

Professional Services Firms Give Our Industry An Edge

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