Reid also examines the balance between strategy and execution, along with the role of technology in supporting advisor relationships. Stack and Reid discuss opportunities to bring more women into wealth management, including professionals entering from other careers, and the importance of mentorship. Throughout the conversation, they consider how leaders support their teams, expand access to the profession and connect their work with the needs of advisors and clients.

Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.

Stack and Amine explore the role of mentorship, coachability and trust in developing advisors and building a team. They also examine the transition toward financial planning and the operational responsibilities that accompany different advisory business models. Inclusion and the contributions of women in leadership are recurring themes, alongside the relationship between a firm’s culture and its ability to attract talent. The conversation considers both the personal commitments and practical demands of leading an advisory business.

Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.

The discussion also explores AI’s potential role in advisor workflows and client communication, alongside the questions succession raises for firms and the families they serve. Stack and Lee address the importance of culture as businesses grow and the expanding range of career opportunities in wealth management. They consider access and flexibility for women entering the profession, connecting changes in client service with the talent needed to support the next generation of financial advice.

Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.

The discussion explores employee communication, retention and career development as founders prepare for a transaction and eventual succession. Buchanan and Blue address the uncertainty that can accompany a change in ownership, along with the role of compensation and equity in aligning teams with a future partner. They also consider how employee roles and responsibilities fit into transaction planning, examining workforce decisions that extend beyond a deal’s closing.

This episode is sponsored by Ascentix Partners.

Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.

The episode explores how private equity-backed acquirers, independent RIAs and other institutions approach the market, as well as the changing models used to combine and operate advisory businesses. Roth and Stern also address the factors that can affect valuation, the distinction between headline pricing and transaction structure, and the questions firm owners should consider when evaluating a potential partner or investment banker. Together, these themes offer a concise view of the strategic decisions behind wealth management transactions and the preparation required before entering the market.

This episode is sponsored by Ascentix Partners.

Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.

• 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

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

• 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

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

• 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

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

• 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

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

• 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

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

• 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

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

• 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

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

• 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.

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 zack.drew@wealthsolutionsreport.com.