Latest News from WSR

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

Cerity To Merge With Verus Investments

Verus Serves Clients With $1.2 Trillion In Assets

By Jeff Berman

/ 13 Feb 2026

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

Oasis Group And Practifi Address CRM Selection In Research

The White Paper Reframes CRM Decisions For Advisors Around Long-Term Data Architecture Implementation Timeframes And Workflow Alignment.

By Jeff Berman

/ 12 Feb 2026

Oasis Group And Practifi Address CRM Selection In Research

FSI OneVoice, Private Markets And AI Impacting Valuations

Plus Our Deals & Recruiting Roundup, Maintaining Your Legacy After Selling, Proactive Estate Planning, Dynasty’s Capital Raise, Sanctuary’s New CMO, Ritholtz’s Employee-Led Succession And More

By Larry Roth

/ 11 Feb 2026

FSI OneVoice, Private Markets And AI Impacting Valuations

Bluespring Buys $2.3 Billion Massachusetts RIA

The Addition Of Plymouth-Based SHP Financial Represents An Expansion In New England For The Kestra Subsidiary.

By Jeff Berman

/ 11 Feb 2026

Bluespring Buys $2.3 Billion Massachusetts RIA

Deals & Recruiting Roundup: Arax, FMG, Osaic, LPL And More

Acquisitions By CW Advisors, Arax, OnePoint BFG, Summit, FMG and Waverly. Recruiting By Osaic, Raymond James And LPL. Appointments By Prospera And Sanctuary.

By Thomas Lee

/ 10 Feb 2026

Deals & Recruiting Roundup: Arax, FMG, Osaic, LPL 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

Latest News from WSR

Sowell Management Names Vincent Gimarelli As Chief Development Officer

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

Cerity To Merge With Verus Investments

Oasis Group And Practifi Address CRM Selection In Research

Bluespring Buys $2.3 Billion Massachusetts RIA

Guide To Industry Conferences: Insurance

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