WSR Newsroom

WSRIA Roundup: MAI, Hamilton Lane, Aerodigm, Summit, Arax And More

Acquisitions By MAI, Bluespring, Waverly, CW Advisors And Arax; ECHELON’s M&A Report; Summit’s Merger With Premier; Aerodigm’s Launch; Appointments By Sowell And Composition; And Research By F2 And Hamilton Lane

By WSR Newsroom

/ 3 Mar 2026

WSRIA Roundup: MAI, Hamilton Lane, Aerodigm, Summit, Arax And More

Deals & Recruiting Roundup: Constellation Wealth, Beacon Pointe, Docupace, EP Wealth And More

M&A By Constellation Wealth, Beacon Pointe, Docupace And EP Wealth; Integrated Private Wealth Launches; Recruiting By Osaic, CAPTRUST And NewEdge; FPA Partners With Snappy Kraken; Gerber Kawasaki Selects Altruist; And Leadership Appointments By Sagient, Docupace And Beacon Pointe

By WSR Newsroom

/ 3 Mar 2026

Deals & Recruiting Roundup: Constellation Wealth, Beacon Pointe, Docupace, EP Wealth And More

Google Finance Brings Sophisticated Research Tools Without The Enterprise Price Tag

AI Upgrade To Google Finance Supports Research, Allows Firms To Optimize Use Of For-Pay Tools

By WSR Newsroom

/ 3 Mar 2026

Google Finance Brings Sophisticated Research Tools Without The Enterprise Price Tag

Sowell Management Adds Altruist As Custodial Partner

Partnership Intended To Add AI And Technology Capabilities To Sowell

By WSR Newsroom

/ 3 Mar 2026

Sowell Management Adds Altruist As Custodial Partner

AcquireUp Masterclass Focused On Seminars As A Growth Engine

2026 Event Spotlighted Disciplined Execution, Data Transparency And Estate Planning

By WSR Newsroom

/ 3 Mar 2026

AcquireUp Masterclass Focused On Seminars As A Growth Engine

$1 Billion Seven Bridges Launches And Joins NewEdge From Ameriprise

Firm Seeks To Enhance Services, Technology And Solutions Flexibility

By WSR Newsroom

/ 25 Feb 2026

$1 Billion Seven Bridges Launches And Joins NewEdge From Ameriprise

Why Independence Matters Now More Than Ever

A Firm’s Structure Often Determines Client Outcomes

By WSR Newsroom

/ 25 Feb 2026

Why Independence Matters Now More Than Ever

Why Most Wealthtech AI Strategies Fail Before They Start

Unified Data Is Crucial To AI Readiness

By WSR Newsroom

/ 25 Feb 2026

Why Most Wealthtech AI Strategies Fail Before They Start

Patent Perspectives: Building Sustainable Organic Growth In Wealth Management

In A Highly Competitive Environment, Advisors Need Strong Home-Office Support To Consolidate Client Assets, Deepen Relationships And Generate High-Quality Leads

By WSR Newsroom

/ 24 Feb 2026

Patent Perspectives: Building Sustainable Organic Growth In Wealth Management

Wealthtech Roundup: F2 Strategy, Osaic, BX Partners, Prudential And More

News Featuring F2 Strategy, Osaic, BX Partners, Prudential, Oasis, Kestra, AdvisorEngine, Orion, Focal, Altruist, And Wealth.com.

By WSR Newsroom

/ 24 Feb 2026

Wealthtech Roundup: F2 Strategy, Osaic, BX Partners, Prudential And More

Deals & Recruiting Roundup: MAI, Integrated Pension, LPL, Mercer And More

Acquisitions By MAI, Integrated Pension And Ascentis; Minority Stake By Elevation Point; Recruiting By LPL, Raymond James And Osaic; Simplicity Partners With LPL; And Appointments By Sowell, World, Mercer And AE Wealth.

By WSR Newsroom

/ 24 Feb 2026

Deals & Recruiting Roundup: MAI, Integrated Pension, LPL, Mercer And More

Sagient Names Pete Alliegro As Chief Investment Officer

Alliegro Tasked To Strengthen The Firm’s Investment, Risk Management And Financial Planning Capabilities

By WSR Newsroom

/ 24 Feb 2026

Sagient Names Pete Alliegro As Chief Investment Officer

Google Finance Brings Sophisticated Research Tools Without The Enterprise Price Tag

Sowell Management Adds Altruist As Custodial Partner

$1 Billion Seven Bridges Launches And Joins NewEdge From Ameriprise

Why Independence Matters Now More Than Ever

Why Most Wealthtech AI Strategies Fail Before They Start

Patent Perspectives: Building Sustainable Organic Growth In Wealth Management

Sagient Names Pete Alliegro As Chief Investment Officer

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