Latest News from WSR

FSI’s Advocacy Priorities For 2025

The Financial Services Institute’s Priorities Span A Broad Range Of Priorities For Independent Advisors, The Industry And Main Street Clients

By WSR Newsroom

/ 10 Mar 2025

Dale Brown, President & CEO, Financial Services Institute

YCharts Launches AI Chat Tool For Advisors

The New AI-Based Tool Was Developed To Enhance Research Workflows, Boost Efficiency And Drive Better Client Engagement, YCharts Says.

By Jeff Berman

/ 7 Mar 2025

Caleb Eplett, Chief Product Officer, YCharts

The Importance Of Tactical Portfolio Management

Corbett Road’s Gaffey Says Approach Provides Both Realism And Market Discipline

By Janeesa Hollingshead

/ 5 Mar 2025

The Importance Of Tactical Portfolio Management

TradingBlock Unveils Professional-Grade Trading Platform For Retail Investors

New Customizable Trading Dashboard Aims To Bridge The Gap Between Retail And Professional Traders.

By James Miller

/ 5 Mar 2025

TradingBlock Unveils Professional-Grade Trading Platform For Retail Investors

PureFacts Adds Three To C-Suite

The Leadership Buildout, Intended To Boost Growth, Follows A Majority Investment From GrowthCurve Capital

By Jeff Berman

/ 5 Mar 2025

Joining PureFacts Financial Solutions: Robert O’Boyle, Chief Revenue Officer; Anuradha (Anu) Dodda, Chief Technology Officer; and Stephen Tkaczyk, Chief Financial Officer.

War Stories We Can Learn From

Plus Our Deals & Recruiting Roundup, Practical AI For Advisors, Crypto Evolution, Sanctuary’s Minority Stake, Caprock’s Chicago Hire And TritonPoint’s Independent Ownership Model Launch

By Larry Roth

/ 5 Mar 2025

Genstar To Buy Majority Stake In First Eagle From Blackstone, Corsair

First Eagle’s Leadership And Investment Teams To Remain. The Transaction Is Expected To Close In The Second Half Of 2025

By Jeff Berman

/ 4 Mar 2025

Mehdi Mahmud, President and CEO, First Eagle Investments

Deals & Recruiting Roundup: Robinhood, Merchant, Bogart And More

Robinhood Closes On TradePMR. Acquisition By Aquiline. Gladstone Unifying And Rebranding. LPL, Beacon Pointe And Caprock Recruits. Merchant Partners With Venning. NewEdge Partners With Envestnet And SMArtX. Bogart And Trilogy Appointments. Robertson Stephens Launches Family Office. TritonPoint Launc

By Julius Buchanan

/ 4 Mar 2025

Deals & Recruiting Roundup: Robinhood, Merchant, Bogart And More

AssetMark’s Kim On ‘The Great Opportunity Transfer’

AssetMark CEO Michael Kim Discusses Next-Gen Advisors And Clients, Shifting Demographics And How To Stay Ahead

By Julius Buchanan

/ 4 Mar 2025

Oppenheimer Announces CEO Succession, Taps Robert Lowenthal

As Bud Lowenthal Steps Down After 40 Years, Son Robert To Take Reins In May

By James Miller

/ 3 Mar 2025

Oppenheimer Announces CEO Succession, Taps Robert Lowenthal

TritonPoint Wealth Announces Affiliate Supporting Independent Advisors

Harold Hughes Named CEO Of TritonPoint Partners

By Jeff Berman

/ 28 Feb 2025

Harold Hughes, Partner & CEO, TritonPoint Partners

One Small Step For Institutions, One Giant Leap For Bitcoin

The Crypto Narrative Is Shifting As The Regulatory Environment Changes, And ETFs And SMAs Normalize Crypto Investing

By WSR Newsroom

/ 26 Feb 2025

Damon Polistina, Director of Research, Eaglebrook

Latest News from WSR

FSI’s Advocacy Priorities For 2025

YCharts Launches AI Chat Tool For Advisors

The Importance Of Tactical Portfolio Management

TradingBlock Unveils Professional-Grade Trading Platform For Retail Investors

PureFacts Adds Three To C-Suite

Genstar To Buy Majority Stake In First Eagle From Blackstone, Corsair

AssetMark’s Kim On ‘The Great Opportunity Transfer’

Oppenheimer Announces CEO Succession, Taps Robert Lowenthal

TritonPoint Wealth Announces Affiliate Supporting Independent Advisors

One Small Step For Institutions, One Giant Leap For Bitcoin

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