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This week on WSR Radio, we bring you the five most-read articles from Wealth Solutions Report for the week ending August 28, 2026.

• Vanguard To Buy Altruist

• LPL Picks Up $1.6 Billion Team From Cambridge

• The Most Important Client Interaction Happens Before The First Meeting

• The DIY Execution Trap: Can Enterprise RIAs Really Build Their Own AI Infrastructure?

• Paths To Growth And Ownership For Advisors

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This week on WSR Radio, we bring you the five most-read articles from Wealth Solutions Report for the week ending August 21, 2026.

• The Third Path: What RIAs Should Consider Before Selling

• MAI Enters Atlanta Market By Adding $490 Million RIA Waypoint

• Stratos Buys $400 Million Illinois-Based RPI Financial Life Planners

• FP Transitions Appoints COO As It Launches New Advisor Benchmarking Tool

• TAG Advisors’ Asset Management Platform Surpasses $2 Billion

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This week on WSR Radio, we bring you the five most-read articles from Wealth Solutions Report for the week ending August 14, 2026.

• How Advisors Can Optimize Their Tech Stacks And Keep Them Up To Date

• Beacon Pointe Advisors Chairman Joins AI-Platform Provider CogniCor’s Advisory Board

• IFP Adds $400 Million By Picking Up Two Advisor Teams From Commonwealth

• Recruiting In The Summer Of 2026

• Monthly RIA M&A Trends For July

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This week on WSR Radio, we bring you the five most-read articles from Wealth Solutions Report for the week ending August 7, 2026.

• Roundtable: How Advisors Should Diversify Clients’ Concentrated Positions

• Cetera Picks Up $3.5 Billion Advisor Team From Osaic

• Corient To Buy $21 Billion Summit Trail Advisors

• What Advisors And Their Clients Need To Know About IPOs In The Second Half

• Inherited Treasures, Complex Decisions

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This week on WSR Radio, we bring you the five most-read articles from Wealth Solutions Report for the week ending July 31, 2026.

• Exclusive: Kelly Park Capital Launches Enhanced Onboarding Experience For Alts

• Beyond Integration: Why Wealth Management Is Embracing Tech Orchestration

• Beyond Alternatives Access: What Today’s Investors Care About

• PRI Expands Retirement Plan Leadership Across Compliance, Pooled Plan And Legal Affiliates

• CAIS Gets $170 Million In Latest Funding Round Valuing Firm At Over $2 Billion

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This week on WSR Radio, we bring you the five most-read articles from Wealth Solutions Report for the week ending July 24, 2026.

• Women, Money And Advice

• Rethinking Modern Asset Allocation With Structured Notes

• Invest In Others Announces Finalists For 20th Annual Awards

• Amplify White Paper: Connected Data Is The New Alpha

• Dear Ryan: Hostage Negotiator Without A Badge

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This week on WSR Radio, we bring you the five most-read articles from Wealth Solutions Report for the week ending July 17, 2026.

• CAPROCK Acquires $4 Billion Texas-Based Venturi Private Wealth

• The Broker-Dealer Relationship At The Center Of Hybrid RIAs

• Guide To Industry Conferences: M&A

• What The Client Never Tells You, But Tells Everyone Else

• Cerulli: Tax Optimization Becoming New Battleground For Wealth Manager Differentiation

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This week on WSR Radio, we bring you the five most-read articles from Wealth Solutions Report for the week ending July 10, 2026.

• Beacon Pointe Study Examines Women’s Financial Confidence

• $6 Billion Massachusetts Firm Launches Hybrid RIA

• Equity Compensation Planning Starts Long Before The Liquidity Event

• Amplify Launches Integrated Custody Solutions For RIAs With Goldman Sachs

• Custody Is Getting A Second Act: Most RIAs Are Stuck In The First

Visit wealthsolutionsreport.com for more wealth management news and insights.

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At Wealth Solutions Report, we are excited to announce the launch of WSR Podcasts on Sept. 1, introducing original audio and video programs for financial advisors and wealth management professionals.

WSR Podcasts are designed for busy professionals and members of our audience who prefer audio and video. The new platform will provide you with the same high-quality thought leadership you expect from us in more formats for greater convenience.

Our initial lineup brings together two interview-driven podcast series and a weekly audio presentation.

Wealth Set Go

Wealth Set Go, sponsored by Ascentix Partners, examines capital structures, M&A, advisor recruiting, private equity and other transactions that drive growth in wealth management. Its initial rotating hosts are:

• Larry Roth, CEO of Wealth Solutions Report, and Founder and Managing Partner of Ascentix Partners
• Joe Kuo, Co-Founder and Managing Partner of Ascentix Partners, and CEO and Founder of Haven Tower Group
• Jim Roth, Partner at Ascentix Partners
• Julius Buchanan, Editor in Chief of WSR

Other hosts may join the rotation over time, bringing additional experience and perspectives to the program.

Talent Stack

Talent Stack, hosted by industry veteran Laurie Stack, goes beyond typical industry discussions about the technology stack or product stack, focusing on the people behind successful wealth management businesses. It will explore leadership, skills, culture, inclusion, organizational design and the human capabilities firms need to grow and succeed.

WSR Radio

WSR Radio provides an additional way to follow our written content. Each weekly episode presents audio versions of the five most read articles of the week, helping listeners stay current while commuting, on the go or away from the office.

In the coming weeks and months, WSR will roll out additional podcasts that are thematically dedicated and led by widely respected industry leaders. We intend to provide the most comprehensive spectrum of industry expertise available on any media platform today.

Every episode will be available on the WSR website and other major streaming platforms.

Sponsorship opportunities are available for all WSR Podcasts. For more information, contact [email protected].