Wealth Solutions Report (Page 10)

Scaling Smart: How RIA Acquirers Are Building Centralized Services In A Digital Era

CEOs Discuss Factors Affecting Scale And Tech Integration, Including AI, Proprietary Technologies And Integrated Service Models

By WSR Newsroom

/ 30 Jul 2026

Scaling Smart: How RIA Acquirers Are Building Centralized Services In A Digital Era

Going Beyond Private Equity, Working With Multiple Generations And Serving Women Clients

Plus Our Deals & Recruiting Roundup, Advising A ‘Hostage Negotiator,’ Research From Berkshire And Cerulli, Giving Holistic Advice, Envestnet’s Trading Platform Launch And Invest In Others’ Finalists Announcement

By Larry Roth

/ 29 Jul 2026

Going Beyond Private Equity, Working With Multiple Generations And Serving Women Clients

WSR Opens Nominations For Inaugural Top Financial Advisor Recruiters Of The Year

Recognition Honors Top Five Third-Party Recruiters Based On Total Assets Successfully Transitioned Over Past 12 Months, Industry Expertise, Demonstrated Thought Leadership And Enterprise Relationships

By WSR Newsroom

/ 29 Jul 2026

WSR Opens Nominations For Inaugural Top Financial Advisor Recruiters Of The Year

Exclusive: Kelly Park Capital Launches Enhanced Onboarding Experience For Alts

PRISM 2.0 Provides ‘5-in-1’ Onboarding For Advisors And Their Clients To Complete One Subscription Process Across Alt Investments, The Firm Says.

By Jeff Berman

/ 29 Jul 2026

Exclusive: Kelly Park Capital Launches Enhanced Onboarding Experience For Alts

RFG Advisory Implements Feathery-Designed Workflow Platform

The Platform Speeds Client Onboarding And Supports Faster Advisor Transitions, Said Feathery

By WSR Newsroom

/ 29 Jul 2026

RFG Advisory Implements Feathery-Designed Workflow Platform

Corient To Buy $4.9 Billion New York RIA

The Acquisition Of Seven Bridges Advisors Is Part Of Corient’s Continued Expansion In New York.

By Jeff Berman

/ 29 Jul 2026

Corient To Buy $4.9 Billion New York RIA

PRI Expands Retirement Plan Leadership Across Compliance, Pooled Plan And Legal Affiliates

Firm Said Appointments Are Part Of Two-Year Plan To Expand Leadership And Capabilities

By WSR Newsroom

/ 29 Jul 2026

PRI Expands Retirement Plan Leadership Across Compliance, Pooled Plan And Legal Affiliates

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

Scaling Smart: How RIA Acquirers Are Building Centralized Services In A Digital Era

Going Beyond Private Equity, Working With Multiple Generations And Serving Women Clients

WSR Opens Nominations For Inaugural Top Financial Advisor Recruiters Of The Year

Exclusive: Kelly Park Capital Launches Enhanced Onboarding Experience For Alts

RFG Advisory Implements Feathery-Designed Workflow Platform

Corient To Buy $4.9 Billion New York RIA

PRI Expands Retirement Plan Leadership Across Compliance, Pooled Plan And Legal Affiliates

Invest In Others Announces Finalists For 20th Annual Awards

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

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