Latest News from WSR

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

The Wealth Industry’s Diversity Paradox

To Better Recruit African Americans Into The Wealth Industry, They Need To Know They Too Can Generate Wealth, Experts Say

By Thomas Lee

/ 24 Feb 2026

WSR Pathfinder Awards – Top Black Industry Leaders Of 2026

This Year’s Winners Are Alex David, Kevin Beard, Robin Patin, Edward N. Walters And K. Orian Williams

By Julius Buchanan

/ 24 Feb 2026

WSR Pathfinder Awards – Top Black Industry Leaders Of 2026

Industry Experts Address How Advisors Can Improve Personalization

Advisors Can Make Personalization Repeatable And Scalable With The Help Of AI, But That Alone Won’t Work, Communify, Ethic And Savvy Wealth Experts Say.

By Jeff Berman

/ 23 Feb 2026

Industry Experts Address How Advisors Can Improve Personalization

Orion Adds DPL Annuity And Insurance Solutions For Advisors

As Part Of An Expanded Integration, Three Of DPL’s Annuity Comparison And Analysis Tools Have Been Embedded Directly Into Orion Connect.

By Jeff Berman

/ 19 Feb 2026

Orion Adds DPL Annuity And Insurance Solutions For Advisors

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

AcquireUp’s CEO Explains Benefits Of Seminars

In An Interview With WSR Ahead Of AcquireUp’s Masterclass, CEO Greg Bogich Says Seminars Build Credibility, Authority And Brand Equity.

By Jeff Berman

/ 18 Feb 2026

AcquireUp’s CEO Explains Benefits Of Seminars

Regulatory Requirements, Insurance Conferences And SEC Exam Priorities

Plus Our Investments And Deals & Recruiting Roundups, Our Newly Launched RIA News Roundup, CRM Research, Acquisitions By FMG And Bluespring, And Cerity’s Merger

By Larry Roth

/ 18 Feb 2026

Regulatory Requirements, Insurance Conferences And SEC Exam Priorities

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

Latest News from WSR

Sagient Names Pete Alliegro As Chief Investment Officer

The Wealth Industry’s Diversity Paradox

WSR Pathfinder Awards – Top Black Industry Leaders Of 2026

Industry Experts Address How Advisors Can Improve Personalization

Orion Adds DPL Annuity And Insurance Solutions For Advisors

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

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