As wealth management firms continue to focus on growth, differentiation and operational scale, May’s most-read stories reflected an industry increasingly shaped by AI, advisor independence, strategic communications and industry leadership. From WSR’s recognition of leading marketing and communications agencies to major recruiting, M&A and technology trends, these articles generated strong engagement across the profession.
WSR Announces IMAGE 5: Top Wealth Management Agency Storytellers
WSR’s fourth annual IMAGE 5 Awards recognize the marketing, communications and public relations firms helping wealth management organizations strengthen their brands, elevate their voices and drive growth through effective storytelling.
$1.2 Billion Team Leaves Raymond James To Launch Independent Firm With Concurrent
Concurrent’s addition of TAVO Wealth, a Houston-based advisor team overseeing $1.2 billion in assets, pushed the firm’s AUM above $20 billion and highlighted continued momentum in its partnership model for independent advisors.
From Manual To Scalable: How AI Is Reshaping RIA Businesses
A look at how AI is helping RIAs improve operational efficiency, enhance client experiences and build more scalable businesses, while increasingly becoming a factor in firm valuations and M&A outcomes.
WSR Names Mark Casady 2026 Person Of The Year
WSR honors Mark Casady for his lasting impact on wealth management, from helping build the infrastructure that enabled advisor independence at scale to shaping the industry's next era through AI, fintech and advisor growth initiatives.
Corient To Buy $7.8 Billion Oklahoma RIA
Corient's acquisition of Capital Advisors, a $7.8 billion RIA based in Tulsa, Oklahoma, will expand the firm's U.S. footprint while supporting its continued growth into a global ultra-high net worth wealth management platform.
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
