As wealth management firms continue adapting to changing advisor expectations, operational complexity and industry consolidation, April’s most-read stories reflected an industry rethinking growth, affiliation, infrastructure and long-term sustainability. From insurance firms expanding deeper into wealth management to evolving operating models, regulatory modernization and WSR’s recognition of leading CFOs, these articles generated strong engagement across the industry.
Insurance Firms Are Leaning Into Wealth Management With Impressive Results
An examination of how insurance-affiliated wealth management firms are increasingly attracting advisors through integrated planning models, capital support, succession solutions and broader service capabilities designed to support both growth and protection-oriented client needs.
WSR Names CFO 5 – Top Wealth Management CFOs
WSR’s fourth annual CFO 5 recognizes financial leaders from Osaic, Cetera, VestGen, Dynasty and Choreo whose work in capital strategy, M&A, operational scaling and long-term financial planning is helping shape the future of wealth management.
Artisancap Adds $3.4 Billion In Assets Since January 2025
A look at Artisancap’s rapid asset growth and how the firm is positioning culture, community, advisor collaboration and operational support as key differentiators in an increasingly competitive advisor affiliation landscape.
Modern Advisors Need Modern Commission Rules
An analysis of why industry leaders believe commission payment rules must evolve alongside modern advisory business structures, and why FSI says Congress should codify permanent standards following recent SEC no-action relief.
F2 Strategy: Most Wealth Management Firms Plan To Make Changes To Their Operation Models
A report on new research from F2 Strategy showing that most wealth management firms are reevaluating their operating models, with onboarding friction, disconnected technology systems and alternatives processing emerging as major areas of focus.
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
