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Deals & Recruiting

Deals & Recruiting Roundup: Carlyle, Modern Wealth, LPL And More

Carlyle Stakes MAI; Acquisitions By Modern Wealth, Mercer, NorthRock, Integrated, Savant, EP Wealth And Cambridge; Recruiting By Lincoln Investment And LPL; And Appointments By Moneta And Oppenheimer

By WSR Newsroom

/ 7 Apr 2026

Deals & Recruiting Roundup: Carlyle, Modern Wealth, LPL And More

Readers' Favorites

WSR’s Five Year Anniversary

Thanks For Being Part Of Our Journey

By Larry Roth

/ 1 Apr 2026

Letters From Larry

Succession Planning And Cultural Issues In Integration

Plus Our Wealthtech And Deals & Recruiting Roundups, Improving Operations, Women In Wealth Management, Diamond’s Report On Advisor Transitions, Balancing Identity With Flexibility, Invest in Others' New Board, Beacon Pointe’s And Composition’s Buys, A Charity Launch And More

By Larry Roth

/ 1 Apr 2026

Succession Planning And Cultural Issues In Integration

Wealthtech

Wealthtech Roundup: Envestnet, Orion, Nitrogen And More

News Featuring Envestnet, Orion, JIFFYAI, SurgeONE.ai, eMoney, Nitrogen, april, Arch, Jump, OneVest, Oasis Group, Apex, Conquest, WealthFeed And Altruist

By WSR Newsroom

/ 31 Mar 2026

Wealthtech Roundup: Envestnet, Orion, Nitrogen And More

Deals & Recruiting

Deals & Recruiting Roundup: Composition, Cyndeo, Amplify And More

M&A By Composition, Beacon Pointe, Verdence, Accelerated Wealth And Creative Planning; Recruiting By Cyndeo, Raymond James And LPL; And Appointments By Amplify, PPB, Cetera And Howard Capital

By WSR Newsroom

/ 31 Mar 2026

Deals & Recruiting Roundup: Composition, Cyndeo, Amplify And More

Letters From Larry

Top Women Leaders And Addressing Operations Needs

Plus Our Investments And Deals & Recruiting Roundups, My Quarterly M&A Review, Moneta On Philanthropy, Artisancap On Redefining Success, JIFFYAI Launching An Advisor Companion, iCapital Buying Hexure, Summit Staking Signet And Goldman Staking GeoWealth

By Larry Roth

/ 25 Mar 2026

Top Women Leaders And Addressing Operations Needs

Investment Solutions

Investments Roundup: iCapital, Schwab, Morningstar, Envestnet And More

News Featuring iCapital, Morningstar, Fidelity, Direxion, iAltA, Schwab, Teucrium, William Blair, HFR, Gridline, AdvisorEngine And Envestnet

By WSR Newsroom

/ 24 Mar 2026

Investments Roundup: iCapital, Schwab, Morningstar, Envestnet And More

Deals & Recruiting

Deals & Recruiting Roundup: Goldman, Edelman, RBC, Carson And More

Minority Stakes By Summit And Goldman Sachs; Recruiting By RBC, Raymond James, Carson, LPL, Stratos And Cetera; Edelman Launches Ownership Program; And Appointments By F2, Perigon And Republic.

By WSR Newsroom

/ 24 Mar 2026

Deals & Recruiting Roundup: Goldman, Edelman, RBC, Carson And More

Letters From Larry

At T3, AI’s Capabilities To Help Advisors Took Center Stage

Plus Our Deals & Recruiting Roundup And eMoney’s Financial Planning Tool Launch

By Larry Roth

/ 18 Mar 2026

At T3, AI’s Capabilities To Help Advisors Took Center Stage

Deals & Recruiting

Deals & Recruiting Roundup: NewEdge, Rise, Cresset And More

Acquisitions By Merit And Creative Planning. NewEdge Partners With Stonegate. Rise Stakes Cyndeo. Recruiting By Carson, Janney And Raymond James. Luedtke And Associates Launches. Snowden Lane Partners With MSCI. Appointments By Cresset And Evolve.

By Thomas Lee

/ 17 Mar 2026

Deals & Recruiting Roundup: NewEdge, Rise, Cresset And More

Letters From Larry

The GEO Evolution, Women’s Economic Power And Google Finance

Plus Our Deals & Recruiting Roundup, AcquireUp’s Masterclass, SurgeONE.ai Partners With United Planners, Sowell Partners With Altruist, Fidelity Expands Alts Resources And Merit Partners With OneVest

By Larry Roth

/ 11 Mar 2026

The GEO Evolution, Women’s Economic Power And Google Finance

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