Latest News from WSR

We Recognize The Indispensable Wealth Management CIO

Plus Our Deals & Recruiting Roundup, Thematic ETFs, AI In Operations, Sanctuary’s Breakaway Recruit, Acquisitions By Bluespring And Prime Capital, And Marcoms To Empower Underserved Communities

By Larry Roth

/ 19 Feb 2025

We Recognize The Indispensable Wealth Management CIO

Technology Will Dominate The Compliance Landscape This Year

Experts From Orion, CogniCor And Surge Ventures Share Predictions On Regulatory Focus, Regtech And AI Use In Compliance And Regulation For 2025, Plus Predictions For The SEC Under Atkins

By Julius Buchanan

/ 19 Feb 2025

Technology Will Dominate The Compliance Landscape This Year

Rise Growth Makes Second RIA Minority Investment

The Joe Duran-Led Firm Staked $5.7 Billion Grimes & Company To Help Drive Its Expansion.

By Jeff Berman

/ 19 Feb 2025

Joe Duran, Managing Partner, Rise Growth Partners

Is All Private Equity Created Equal? Not Anymore.

Turkey Hill’s Polito Describes The Variety Of Opportunities Available For Firms Seeking Capital Backing

By WSR Newsroom

/ 18 Feb 2025

Jessica Polito, Founder & Principal, Turkey Hill Management

The Indispensable Voice: CIOs Have Become Essential To Advisor-Client Relationships

CIOs Have Emerged As The Key Glue In The Wealth Management Industry

By Michael Madden

/ 18 Feb 2025

The Indispensable Voice: CIOs Have Become Essential To Advisor-Client Relationships

WSR Names The CIO 5: Top Wealth Management CIOs

Veteran CIOs From CAIS, GeoWealth, Miracle Mile, Morningstar And RFG Advisory Comprise WSR’s Second Annual CIO List

By Janeesa Hollingshead

/ 18 Feb 2025

WSR Names The CIO 5: Top Wealth Management CIOs

Deals & Recruiting Roundup: Emigrant, Bluespring, CD&R And More

Bluespring, Merit, Carnegie And Prime Capital Make Acquisitions. Emigrant Stakes Principle Wealth. Sanctuary Recruits NewSpring. Basecamp And Aria Launch. RISR Partners With Wealthcare. Integrated, CD&R And IAA Appoint Execs.

By Julius Buchanan

/ 17 Feb 2025

Deals & Recruiting Roundup: Emigrant, Bluespring, CD&R And More

Are You Ready to Simplify And Automate Your Form ADV Filing Process?

RIAs Face Challenges Improving Their ADV Process, But Regtech Firms Have New AI-Enabled Solutions

By WSR Newsroom

/ 17 Feb 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Marcoms Roundtable: Marcoms To Empower Underserved Communities

Experts At Intenion.ly, Gregory FCA And Impact Discuss How Advisors Can Leverage Wealth Management Marcoms To Uplift Underserved Investors.

By Jeff Berman

/ 17 Feb 2025

Marcoms Roundtable: Marcoms To Empower Underserved Communities

Bluespring Buys $560 Million Louisville, Kentucky, Firm

Reliant Wealth Planning Brings 13-Member Team To Kestra Subsidiary

By Jeff Berman

/ 12 Feb 2025

Shaun Chelf and Laura Clark, Founding Partners, Reliant Wealth Planning

Examining The Intersection Of M&A And Wealthtech

Plus Our Deals & Recruiting Roundup, Our Guide To Insurance Conferences, Tech Investment Strategies, Holistic Marketing KPIs, Keeping The Investment Policy Statement Current, Orion’s Survey Reports, Savvy’s New Chief Growth Officer, Cerulli’s Research On ESG And Mercer’s New Head Of Client Developme

By Larry Roth

/ 11 Feb 2025

Examining The Intersection Of M&A And Wealthtech

Doshi: Exploring The Lifecycle Of Operational Opportunities And Pitfalls

Milan Doshi Of Doshi Consulting Solutions Describes The Impact AI And Technology Can Have From Onboarding To Back Office

By Michael Madden

/ 11 Feb 2025

Doshi: Exploring The Lifecycle Of Operational Opportunities And Pitfalls

Latest News from WSR

Technology Will Dominate The Compliance Landscape This Year

Rise Growth Makes Second RIA Minority Investment

Is All Private Equity Created Equal? Not Anymore.

The Indispensable Voice: CIOs Have Become Essential To Advisor-Client Relationships

WSR Names The CIO 5: Top Wealth Management CIOs

Are You Ready to Simplify And Automate Your Form ADV Filing Process?

Bluespring Buys $560 Million Louisville, Kentucky, Firm

Doshi: Exploring The Lifecycle Of Operational Opportunities And Pitfalls

3 articles left!

Just one quick step