Latest News from WSR

Beyond Alternatives Access: What Today’s Investors Care About

While Access Defined The Past Decade of Alts, Transparency, Education And Alignment Will Define The Next One

By WSR Newsroom

/ 28 Jul 2026

Beyond Alternatives Access: What Today’s Investors Care About

Invest In Others Announces Finalists For 20th Annual Awards

Charitable Foundation Names 15 Finalists For The 2026 Invest In Others Awards. Recipients Will Be Announced At The Gala On Sept. 17 In Boston.

By Jeff Berman

/ 24 Jul 2026

Patent Perspectives: The Advisor’s Expanding Role In An Age Of Complexity

Advisors Must Address Clients’ Holistic Needs Including Tax Strategy, Family Governance And Life Planning

By WSR Newsroom

/ 24 Jul 2026

Patent Perspectives: The Advisor’s Expanding Role In An Age Of Complexity

Cerulli: RIAs Need To Offset Asset Churn With Marketing And Other Growth Efforts

Cerulli Says Uncertain Client Inflows, Existing Client Outflows And Managing Prospects Have Put More Pressure On Organic Growth.

By Jeff Berman

/ 23 Jul 2026

Cerulli: RIAs Need To Offset Asset Churn With Marketing And Other Growth Efforts

Berkshire Global: Wealth Management M&A Surges Toward Another Record Year

Deal Activity Jumped Nearly 40% In The First Half Of 2026 As Firms Pursued Scale, Recapitalizations And Growth.

By Thomas Lee

/ 23 Jul 2026

Berkshire Global: Wealth Management M&A Surges Toward Another Record Year

The BD-Hybrid Relationship, Preparing For Exit And Serving Sudden Wealth Clients

Plus A New M&A Record, Structured Notes And Asset Allocation, Enterprise Data Platforms, Our Investments And Deals & Recruiting Roundups, Unseen AI Risks, The Rise Of Alts And Tax Optimization, Bridging The ‘Advice Gap,’ Leadership, Sanctuary’s Recruiting, Feathery's Fundraising And Caprock

By Larry Roth

/ 22 Jul 2026

The BD-Hybrid Relationship, Preparing For Exit And Serving Sudden Wealth Clients

Amplify White Paper: Connected Data Is The New Alpha

Why Connected Data Determines Who Wins The AI Era

By WSR Newsroom

/ 22 Jul 2026

Amplify White Paper: Connected Data Is The New Alpha

Envestnet Launches Redesigned Wealth Trading Platform For Advisors

The Launch Follows ‘Extensive Testing And Phased Rollouts,’ Envestnet Says.

By Jeff Berman

/ 22 Jul 2026

Envestnet Launches Redesigned Wealth Trading Platform For Advisors

Beyond Private Equity: What RIA Owners Need To Know As The Buyer Landscape Expands

What To Expect As Sovereign Wealth Funds And Insurance Carriers Move Into The RIA Space

By WSR Newsroom

/ 22 Jul 2026

Beyond Private Equity: What RIA Owners Need To Know As The Buyer Landscape Expands

Investments Roundup: State Street, iCapital, HFR, AssetMark And More

News Featuring Morningstar, Gridline, Flexstone, iCapital, Jade, State Street, SEI, BetaNXT, Voya, HFR, MSCI And AssetMark

By WSR Newsroom

/ 21 Jul 2026

Investments Roundup: State Street, iCapital, HFR, AssetMark And More

Deals & Recruiting Roundup: New M&A Record, Caprock, Wealth Enhancement And More

Acquisitions By Caprock, Wealth Enhancement, CRC-Oyster And OneDigital; Recruiting By Raymond James, Baird, LPL And Ameriprise; Vanilla Launches Service Offering; Appointments By Choreo And Cresset; And DeVoe’s M&A Report.

By WSR Newsroom

/ 21 Jul 2026

Deals & Recruiting Roundup: New M&A Record, Caprock, Wealth Enhancement And More

Finding The Right Formula To Work With Clients From Multiple Generations

Consultant Joe Buhrmann Of eMoney Advisor Discusses How Advisors Can Overcome Conflicting Financial Goals Of Clients At The Same Table.

By Jeff Berman

/ 21 Jul 2026

Finding The Right Formula To Work With Clients From Multiple Generations

Latest News from WSR

Beyond Alternatives Access: What Today’s Investors Care About

Invest In Others Announces Finalists For 20th Annual Awards

Patent Perspectives: The Advisor’s Expanding Role In An Age Of Complexity

Berkshire Global: Wealth Management M&A Surges Toward Another Record Year

Amplify White Paper: Connected Data Is The New Alpha

Envestnet Launches Redesigned Wealth Trading Platform For Advisors

Beyond Private Equity: What RIA Owners Need To Know As The Buyer Landscape Expands

Finding The Right Formula To Work With Clients From Multiple Generations

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