WSR Newsroom

Jeffrey Sheftic Joins World Investment Advisors As Chief Growth Officer

Previous CGO Mike Woods Moves To EVP Of Corporate Development For World Insurance

By WSR Newsroom

/ 19 Feb 2026

Jeffrey Sheftic Joins World Investment Advisors As Chief Growth Officer

Ascentis Wealth Management Adds Dallas-Based Ascentis Family Wealth

Leader Of Newly Launched Firm Takes Equity Stake In Ascentis Wealth Management

By WSR Newsroom

/ 19 Feb 2026

Ascentis Wealth Management Adds Dallas-Based Ascentis Family Wealth

Where Growth Meets Client Demand: The Case For Private Markets

Private Markets Investments Are Increasing And Fit Better With Certain Investors. Technology Can Help Advisors Overcome Barriers To Providing Clients With Private Market Access

By WSR Newsroom

/ 18 Feb 2026

Where Growth Meets Client Demand: The Case For Private Markets

Sowell Management Names Vincent Gimarelli As Chief Development Officer

Former AssetMark Executive To Focus On Growth Strategy, Including M&A

By WSR Newsroom

/ 18 Feb 2026

Sowell Management Names Vincent Gimarelli As Chief Development Officer

Investments Roundup: Janus, iCapital, Empower, Morningstar And More

News Featuring Janus, iCapital, Empower, Morningstar, Cerulli, OneDigital, HFR, Hamilton Lane, Envestnet, AssetMark And PPB.

By WSR Newsroom

/ 17 Feb 2026

Investments Roundup: Janus, iCapital, Empower, Morningstar And More

Deals & Recruiting Roundup: Bluespring, LPL, McKinsey, Mariner And More

Acquisitions By Bluespring And CAPTRUST; Research By ECHELON; McKinsey Sells MIO; Cerity Merges With Verus; Aerodigm Launches; Recruiting By LPL And Raymond James; Mariner Partners With State Street; And Appointments By FMG, Composition And Mercer.

By WSR Newsroom

/ 17 Feb 2026

Deals & Recruiting Roundup: Bluespring, LPL, McKinsey, Mariner And More

Webinar: The SEC’s 2026 Exam Priorities: What To Know And How To Prepare

Essential Edge’s Ressler And Spillane Address What RIAs And Broker-Dealers Need To Know About Compliance In The New Year

By WSR Newsroom

/ 13 Feb 2026

Webinar: The SEC’s 2026 Exam Priorities: What To Know And How To Prepare

WSRIA Roundup: Choreo, Cetera, Beacon Pointe, DeVoe, Farmers And More

Acquisitions By Corient, Choreo, Cetera, Beacon Pointe And Creative Planning; M&A Reports By DeVoe And Berkshire; Elevation Point Staking Forta Wealth; Farmers Launching An RIA; And Appointments By World, Hightower And Sowell

By WSR Newsroom

/ 12 Feb 2026

WSRIA Roundup: Choreo, Cetera, Beacon Pointe, DeVoe, Farmers And More

Guide To Industry Conferences: Insurance

Our 2026 Guide Covers The IRI Annual Conference, Insurance Innovators USA And The LIMRA Life Insurance And Annuity Conference

By WSR Newsroom

/ 10 Feb 2026

Guide To Industry Conferences: Insurance

FMG Acquired Testimonial iQ, Expanding Advisor Offering

Deal Brings Tools Designed For Compliant Testimonials, Reviews, Referrals And Client Feedback Onto FMG’s Wealth Management Marketing Platform

By WSR Newsroom

/ 9 Feb 2026

FMG Acquired Testimonial iQ, Expanding Advisor Offering

Regtech Surge: How Well Do You Know Your Regulatory Obligations?

Three Foundational Elements Of SEC Regulations

By WSR Newsroom

/ 9 Feb 2026

Regtech Surge: How Well Do You Know Your Regulatory Obligations?

PMV Adaptive Risk Parity ETF Enters Fourth Year

Launched In 2022, The ETF’s Total Assets Grew 85% In 2025

By WSR Newsroom

/ 6 Feb 2026

PMV Adaptive Risk Parity ETF Enters Fourth Year

Jeffrey Sheftic Joins World Investment Advisors As Chief Growth Officer

Ascentis Wealth Management Adds Dallas-Based Ascentis Family Wealth

Where Growth Meets Client Demand: The Case For Private Markets

Sowell Management Names Vincent Gimarelli As Chief Development Officer

Webinar: The SEC’s 2026 Exam Priorities: What To Know And How To Prepare

Guide To Industry Conferences: Insurance

Regtech Surge: How Well Do You Know Your Regulatory Obligations?

PMV Adaptive Risk Parity ETF Enters Fourth Year

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