Wealth Solutions Report

Tampa, Florida-based Independent Financial Partners (IFP) announced Tuesday that it recruited two more former Commonwealth Financial Network firms, adding over $400 million in combined client assets to IFP.The latest additions to IFP from Commonwealth are

The Purchase Of The Bridgeway Group Was Finalized On July 31, Merit Says.

Whether taking the family on a road trip, travelling to exotic locales or sunning on the beach, summer is synonymous with relaxation and a slower pace. Traditionally, recruiting in the wealth management space has followed a similar seasonal trajectory.How

Dear Ryan,I'm the Chief Technology Officer at a mid-size RIA. Eighteen months ago our board gave us the green light to begin investing seriously in AI. This opened the door for new tools, modernized infrastructure, dedicated headcount, outside consultants

This year has seen a resurgence in IPOs, with SpaceX's listing gathering global attention and leading AI providers Anthropic and OpenAI filing confidentially with the SEC. At the same time, many other high-dollar IPOs have entered the markets. But despite

WSR Editor in Chief Julius Buchanan hosted Churni Bhattacharya, Chief Product Officer; David Hatfield, Chief Technology Officer; and Jack Martin, Chief Marketing Officer at Amplify Platform, for the webinar "Connected Data Is the New Alpha: The Conversati

Advisor demand for alternative investments continues to grow as wealth management firms focus on the tools, processes and infrastructure needed to support wider adoption, according to iCapital's 2026 Global Advisor Survey report, "The Next Phase of Altern

Shannon Eusey, Chairman and Co-Founder of Beacon Pointe Advisors, joined the Advisory Board of AI and orchestration platform company CogniCor. The move, according to CogniCor, is to position the Advisory Board to accelerate its next phase of growth, focus

Prudential Advisors recruited Christopher Grella, a New Jersey-based advisor who oversaw more than $110 million in client assets at Ameriprise Financial. He joins Prudential through NJ Wealth Partners in Holmdel, New Jersey."I've built my business on my d

I became a fee-only financial advisor in the early 1990s because I wanted my business to be built around one simple idea: putting clients first. That's why I'm turned off watching peers spend millions of dollars marketing the fact that they're fiduciaries