Latest News from WSR

Dear Ryan: Hostage Negotiator Without A Badge

Ryan George Advises A Practice Management Head Dealing With An Abrasive Top Producer Who Flouts Compliance When Management Wants To Overlook The Problems

By WSR Newsroom

/ 21 Jul 2026

Dear Ryan: Hostage Negotiator Without A Badge

Rethinking Modern Asset Allocation With Structured Notes

A Webinar Discussion On How Advisors Can Use Structured Notes To Manage Risk, Enhance Return Potential And Improve Diversification

By WSR Newsroom

/ 20 Jul 2026

Rethinking Modern Asset Allocation With Structured Notes

Your Barista Knows More About Your Client Than Your Newest Advisor Does

Two Of The Most Beloved Brands On Earth Solved A Problem Most RIAs Don’t Even Know They Have.

By WSR Newsroom

/ 20 Jul 2026

Your Barista Knows More About Your Client Than Your Newest Advisor Does

Women, Money And Advice

Advisors Must Take Steps To Serve Women Better, Including Working With Both Partners, Avoiding Stereotypes And A Transactional Focus, And Proactively Seeking Support

By WSR Newsroom

/ 20 Jul 2026

DeVoe: RIA Buyers Predict Valuations Won’t Increase In Second Half Of 2026

The RIA Sector Announced 167 Transactions Through June, Making It The Strongest First Half Ever, The Firm Says.

By Jeff Berman

/ 17 Jul 2026

DeVoe: RIA Buyers Predict Valuations Won’t Increase In Second Half Of 2026

Cerulli: Tax Optimization Becoming New ‘Battleground’ For Wealth Manager Differentiation

Cerulli Says Tax Management Capabilities Are Being Prioritized As Firms Seek More Reliable Sources Of Post-Tax Alpha.

By Jeff Berman

/ 16 Jul 2026

Cerulli: Tax Optimization Becoming New ‘Battleground’ For Wealth Manager Differentiation

What The Client Never Tells You, But Tells Everyone Else

AI-Based Technology Helps Close The Advice Gap Between Younger And Seasoned Advisors

By WSR Newsroom

/ 16 Jul 2026

What The Client Never Tells You, But Tells Everyone Else

Caprock Acquires $4 Billion Texas-Based Venturi Private Wealth

The Acquisition Enhances The Firm’s High Net Worth Services

By Thomas Lee

/ 16 Jul 2026

Caprock Acquires $4 Billion Texas-Based Venturi Private Wealth

What RIAs Get Wrong When Serving Business Owners: The Timing Gap No One Talks About

Advisors Should Help Business Owner Clients Prepare Years In Advance For An Exit

By WSR Newsroom

/ 16 Jul 2026

What RIAs Get Wrong When Serving Business Owners: The Timing Gap No One Talks About

Sanctuary Wealth Reports Record Recruiting As Wirehouse Breakaways Continue

Firm Says It Added Advisors Representing $12.7 Billion In Client Assets Over The Past Year

By Thomas Lee

/ 16 Jul 2026

Regtech Surge: The Greatest AI Risk May Be The Usage Firms Cannot See

Exploring The Causes, Problems And Solutions To Shadow AI

By WSR Newsroom

/ 16 Jul 2026

Regtech Surge: The Greatest AI Risk May Be The Usage Firms Cannot See

Study: Most Advisors Are Including Alts In Clients’ Portfolios

Liquidity Concerns Are Still The Largest Hurdle To Broader Alts Implementation, Study By CION, Compound Insights And YCharts Shows.

By Jeff Berman

/ 15 Jul 2026

Study: Most Advisors Are Including Alts In Clients’ Portfolios

Latest News from WSR

Dear Ryan: Hostage Negotiator Without A Badge

Rethinking Modern Asset Allocation With Structured Notes

Your Barista Knows More About Your Client Than Your Newest Advisor Does

Women, Money And Advice

DeVoe: RIA Buyers Predict Valuations Won’t Increase In Second Half Of 2026

Cerulli: Tax Optimization Becoming New ‘Battleground’ For Wealth Manager Differentiation

What The Client Never Tells You, But Tells Everyone Else

Caprock Acquires $4 Billion Texas-Based Venturi Private Wealth

What RIAs Get Wrong When Serving Business Owners: The Timing Gap No One Talks About

Sanctuary Wealth Reports Record Recruiting As Wirehouse Breakaways Continue

Regtech Surge: The Greatest AI Risk May Be The Usage Firms Cannot See

Study: Most Advisors Are Including Alts In Clients’ Portfolios

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