newsletter

Deals & Recruiting

WSRIA Roundup: EP Wealth, Berkshire, Hightower, Lido And More

Acquisitions By EP Wealth, Clearstead, Hightower, Caprock And Arax; Bartholomew Launches; Recruiting By Aspen; Vanilla Partners With Callan; Lido Appoints CFO; And Research By DeVoe, Berkshire And Cerulli

By WSR Newsroom

/ 4 Aug 2026

WSRIA Roundup: EP Wealth, Berkshire, Hightower, Lido And More

Deals & Recruiting

Deals & Recruiting Roundup: UBS, Merit, ECHELON, Corient And More

CAIS And F.L.Putnam Receiving Investments; Acquisitions By Corient, Merit, WealthReach And Wealth Enhancement; Recruiting By Raymond James, UBS And Carson; LPL Launches Tech Framework; And Research By ECHELON And Snappy Kraken.

By WSR Newsroom

/ 4 Aug 2026

Deals & Recruiting Roundup: UBS, Merit, ECHELON, Corient And More

Deals & Recruiting

Deals & Recruiting Roundup: Moneta, RBC, Carson, Altruist And More

Acquisition By Arax; Recruiting By Moors & Cabot, Ameriprise, RBC And Cresset; Moneta Partners With Thomson Tyndall; Civic Partners With Altruist; Carson Launches An Equity Program; Appointments By Advisor360° And Fidelis; And Research By Cerulli, AdvizorPro And Berkshire Global.

By WSR Newsroom

/ 28 Jul 2026

Deals & Recruiting Roundup: Moneta, RBC, Carson, Altruist And More

Letters From Larry

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

Investment Solutions

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

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

Letters From Larry

Succession’s Key Questions, Equity Compensation And M&A Conferences

Plus Our Wealthtech And Deals & Recruiting Roundups, Beacon Pointe’s Survey On Women’s Financial Confidence, The Launch Of Bartholomew & Company, Hightower’s Acquisitions And More

By Larry Roth

/ 15 Jul 2026

Succession’s Key Questions, Equity Compensation And M&A Conferences

Wealthtech

Wealthtech Roundup: Amplify, Advisor360°, FINNY, YCharts And More

News Featuring Amplify, Advisor360°, Feathery, FINNY, Meradia, YCharts, SEI, VastAdvisor, Asset-Map, Jump, TaxStatus And WealthReach

By WSR Newsroom

/ 14 Jul 2026

Wealthtech Roundup: Amplify, Advisor360°, FINNY, YCharts And More

Deals & Recruiting

Deals & Recruiting Roundup: Hightower, Choreo, Steward, Mariner And More

Acquisitions By Hightower, Choreo, F.L.Putnam And Carson; RIA Launches By Bartholomew And Potomac; CWS Joins Aspen; Recruiting By Cetera And AmeriFlex; Mariner Partners With Cariloop; RISR Partners With OnePoint BFG; And Appointments By Prairie Wealth And Steward Partners.

By WSR Newsroom

/ 14 Jul 2026

Deals & Recruiting Roundup: Hightower, Choreo, Steward, Mariner And More

Letters From Larry

AI And Advisor Onboarding, Niche Marketing And Custodians

Plus Our WSRIA And Deals & Recruiting Roundups, iCapital’s Forecast, The Latest On Digital Assets, Amplify Partners With Goldman, WealthFeed Partners With Mather, Clearstead Buys myCIO Team And More

By Larry Roth

/ 8 Jul 2026

AI And Advisor Onboarding, Niche Marketing And Custodians

Deals & Recruiting

WSRIA Roundup: Cerulli, Dynasty, Moneta, Altruist And More

Acquisitions By Waverly, Pathstone And AlphaCore; Crewe Receives Minority Stake; Accelerated Makes Minority Investment; Recruiting By Perennial And DayMark; Beacon Coast Launches; Dynasty Formalizes Consulting Group; Holistic Selects Altruist; Moneta Names Growth Head; And Cerulli Publishes Research

By WSR Newsroom

/ 7 Jul 2026

WSRIA Roundup: Cerulli, Dynasty, Moneta, Altruist And More

Deals & Recruiting

Deals & Recruiting Roundup: Corient, Osaic, LPL, Arch, Lido And More

Acquisitions By Horizon, Corient, Wealth Enhancement, EP Wealth, Carson And Clearstead; Coastal Bridge Merges With Two Firms; Recruiting By Osaic And LPL; Vanilla Partners With Callan Family Office; And Appointments By Arch And Lido.

By WSR Newsroom

/ 7 Jul 2026

Deals & Recruiting Roundup: Corient, Osaic, LPL, Arch, Lido And More

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