Latest News from WSR

Caprock Welcomes David Solow To Chicago Office

Former Goldman Sachs Advisor Will Bolster Sports And Entertainment Client Services

By Michael Madden

/ 26 Feb 2025

David Solow, Managing Director & Client Advisor, Caprock

Sanctuary Wealth Makes Minority Investment In Alluvial Private Wealth

Sanctuary’s Stake Is First Of Its Strategic Capital Partnership Program

By James Miller

/ 26 Feb 2025

WSR Celebrates Black History Month With Pathfinder Awards

Plus Our Wealthtech, Investments And Deals & Recruiting Roundups, Rise Stakes Again, M&A Choices, Compliance Evolution And Automating Form ADV And VestGen Fills C-Suite

By Larry Roth

/ 25 Feb 2025

WSR Celebrates Black History Month With Pathfinder Awards

The AI Revolution In Wealth Management

AI Enables Personalization And Transformation For Clients At Scale

By WSR Newsroom

/ 25 Feb 2025

John Sweeney, President, Praxis Solutions

Hamburger’s War Stories Of The Past Quarter Century: Beginning The Journey

2025 Marks The 25th Anniversary of Brian Hamburger’s Law And Consulting Firms. This Series, ‘War Stories Of The Past 25 Years,’ Brings You Insights From His Experiences. This First Installment Is: ‘SEC: The Beginning Of The Journey.’

By Julius Buchanan

/ 25 Feb 2025

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

WSR Pathfinder Awards – Top Black Industry Leaders Of 2025

WSR Launches Fourth Year Of Honoring Excellence In Underserved Communities With Pathfinder Awards In Celebration Of Black History Month

By Janeesa Hollingshead

/ 25 Feb 2025

WSR Pathfinder Awards – Top Black Industry Leaders Of 2025

Pathfinder Winners On Empowering The Black Community

Pathfinder Winners Cordi Powell, Cameron Stagg And Shantese Smithers-Alexander Address How The Wealth Management Industry Can Empower The Black Community

By Jeff Berman

/ 25 Feb 2025

Pathfinder Winners On Empowering The Black Community

Pathfinder Winners On Advancing Black Executives

WSR Launches Fourth Year Of Honoring Excellence In Underserved Communities With Pathfinder Awards In Celebration Of Black History Month

By Jeff Berman

/ 25 Feb 2025

Pathfinder Winners On Advancing Black Executives

Wealthtech Roundup: T3, Orion, Wealth.com, BetaNXT, Snappy Kraken And More

Q&A With Joel Bruckenstein – Our Wealthtech Leader Of The Month – Plus News Featuring Orion, Sycamore, OneVest, Jump, Syntax Data, Snappy Kraken, Wealth.com, Datalign, BetaNXT, Zocks And Compound Planning

By Julius Buchanan

/ 24 Feb 2025

Joel Bruckenstein, President, Technology Tools for Today

Investments Roundup: CION, BlackRock, CFRA, Horizon And More

Q&A With Aaron Filbeck – Our Investment Solutions Leader Of The Month – Plus News Featuring CION, GCM Grosvenor, Simplify, Horizon Investments, Infrastructure Capital, BlackRock, CFRA, HFR, FUSE And Pacific AM

By Julius Buchanan

/ 24 Feb 2025

Aaron Filbeck, Managing Director, Global Content Strategy, CAIA Association

Deals & Recruiting Roundup: EP Wealth, Creative Planning, Dynasty And More

Our Recruiter Of The Month Is Kyle Miller Of EP Wealth Advisors. We Cover Minority Stakes By Rise Growth And Sanctuary; A Purchase By Creative Planning; A Survey By DeVoe; Recruitment By LPL, Dynasty And RFG; Appointments By OneSeven, VestGen And Private Advisor Group; And Alera Group’s Platform Exp

By Julius Buchanan

/ 24 Feb 2025

Kyle Miller, Managing Director of M&A, EP Wealth Advisors

VestGen Hires Six Veterans To Complete C-Suite

Former LPL, Pershing And Hightower Executives Part Of Recently Launched Firm’s Executive Team

By James Miller

/ 21 Feb 2025

Josh Gerry, CEO & Co-Founder, VestGen Wealth Partners

Latest News from WSR

Caprock Welcomes David Solow To Chicago Office

Sanctuary Wealth Makes Minority Investment In Alluvial Private Wealth

The AI Revolution In Wealth Management

Hamburger’s War Stories Of The Past Quarter Century: Beginning The Journey

WSR Pathfinder Awards – Top Black Industry Leaders Of 2025

Pathfinder Winners On Empowering The Black Community

Pathfinder Winners On Advancing Black Executives

VestGen Hires Six Veterans To Complete C-Suite

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