Latest News from WSR

Deals & Recruiting Roundup: Cresset, Mariner, Sanctuary And Cetera

Acquisitions By Cresset, Merit, Mariner, Sequoia And RWA. Financial Stake By Merchant. Recruiting By Sanctuary, Dynasty, Osaic And Cetera. Appointments By Lincoln And Envestnet.

By WSR Newsroom

/ 26 Aug 2025

Deals & Recruiting Roundup: Cresset, Mariner, Sanctuary And Cetera

Wealthtech Roundup: Amplify, FINNY, AssetLink, GReminders, Nitrogen And More

News Featuring Amplify, FINNY, AssetLink, GReminders, Nitrogen And Indivisible Partners, MyVest And Alphathena, eLegacy And EncorEstate, Cambridge, Templum And FusionIQ, SMArtX, Mission And Vanilla

By WSR Newsroom

/ 26 Aug 2025

Wealthtech Roundup: Amplify, FINNY, AssetLink, GReminders, Nitrogen And More

Why Mid-Sized RIAs Are Getting Squeezed

Survival Hinges On Specialization, Partnerships And Capital

By WSR Newsroom

/ 26 Aug 2025

Ryan Marcus, Chief Business & Engagement Officer, Binah Capital

Regtech Surge: How To Choose The Best RIA Compliance Partner

Eight Essential Elements To Help You Navigate The Regtech Space

By WSR Newsroom

/ 26 Aug 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Direct Indexing: A Smarter, More Personalized Approach To Investing

Direct Indexing Provides Savings, Customization And Improved Client Service

By WSR Newsroom

/ 25 Aug 2025

Patent Perspectives: Clients Crave Connection – Supporting Advisor Efforts Is Critical

Firms Should Enable Advisors To Authentically Connect With Clients In Personal Ways

By Julius Buchanan

/ 25 Aug 2025

Pat Hynes, President, Prudential Advisors

New Jersey Threatens Advisors’ Businesses And Clients’ Access To Advice

The State’s Independent Contractor Proposal Threatens Independent Financial Advisors And Their Services To Clients

By WSR Newsroom

/ 25 Aug 2025

Dale Brown, President & CEO, Financial Services Institute

Mariner To Add $1.7 Billion In AUA After Buying Arizona And New York RIAs

Separately, Mariner Institutional To Add $5 Billion In AUA With Acquisition Of Southeastern Advisory Services.

By Jeff Berman

/ 22 Aug 2025

Marty Bicknell, CEO and President, Mariner

Merchant Investment Management Stakes $4.2 Billion Kentucky RIA

Merchant’s Investment Will ‘Accelerate’ The Next Phase Of Growth And Talent Acquisition For Meridian Wealth Management, The Firms Say.

By Jeff Berman

/ 21 Aug 2025

Greg Couch, Founder and CEO, Meridian Wealth Management

Avoiding First Time M&A Pitfalls And Behaviorally Aligned Portfolios

Plus Our Deals & Recruiting Roundup, FSI And Oxford Economics’ Survey On New Jersey Advisors, Osaic’s Credit Union Recruit, F2’s Survey On Custodians And Corient’s Acquisition

By Larry Roth

/ 20 Aug 2025

Larry Roth, CEO, Wealth Solutions Report

Cresset Acquires Denver Consulting Firm; Combined Assets Near $200 Billion

Family Office Cresset To Combines With Monticello Associates By Year End.

By Jeff Berman

/ 20 Aug 2025

Avy Stein, Founder and Co-Chairman, Cresset

Cambridge Launches AI Account Opening Tool

The New, Autonomous ‘Digital Associate’ Offers Accuracy ‘Equal – Or Superior – To Human Counterparts,’ The Firm Says.

By Jeff Berman

/ 19 Aug 2025

Sean Van Moorleghem, Chief Technology Officer and Executive Vice President, Cambridge Investment Research

Latest News from WSR

Why Mid-Sized RIAs Are Getting Squeezed

Regtech Surge: How To Choose The Best RIA Compliance Partner

Direct Indexing: A Smarter, More Personalized Approach To Investing

Patent Perspectives: Clients Crave Connection – Supporting Advisor Efforts Is Critical

New Jersey Threatens Advisors’ Businesses And Clients’ Access To Advice

Mariner To Add $1.7 Billion In AUA After Buying Arizona And New York RIAs

Merchant Investment Management Stakes $4.2 Billion Kentucky RIA

Cresset Acquires Denver Consulting Firm; Combined Assets Near $200 Billion

Cambridge Launches AI Account Opening Tool

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