Latest News from WSR

FFP Announces New Chair And Vice Chair

Yonhee Choi Gordon Shifts To Chair From Vice Chair, While Terri Fiedler, President Of Retirement Services At Corebridge Financial, Is Elected Vice Chair

By Jeff Berman

/ 28 Jan 2026

Deals & Recruiting Roundup: Allworth, LPL, Cetera, RBC And More

Acquisitions By Choreo, Cetera, Allworth And Modern Wealth; DeVoe Shows Record M&A; Recruiting By RBC And Alluvial; Ascentis Launches; LPL Partners With Wealth.com; And Appointments By Collaborative Capital, Oppenheimer And The CFP Board.

By WSR Newsroom

/ 27 Jan 2026

Deals & Recruiting Roundup: Allworth, LPL, Cetera, RBC And More

Guide To Industry Conferences: Wealthtech

Our 2026 Guide To Leading Wealthtech Conferences Covers Orion Ascent, The T3 Technology Conference, WealthStack, Future Proof, Nitrogen’s Fearless Investing Summit And Envestnet Elevation.

By Thomas Lee

/ 26 Jan 2026

Guide To Industry Conferences: Wealthtech

Cetera Adds $1.9 Billion With Purchase Of Darnall Sikes Wealth Management Business

The Darnall Sikes Advisor Team Joins Avantax Planning Partners Within Cetera’s RIA Model.

By Jeff Berman

/ 23 Jan 2026

Cetera Adds $1.9 Billion With Purchase Of Darnall Sikes Wealth Management Business

Kestra Strengthens Advanced Planning Capabilities With Executive Hire And RightCapital Deal

Christine E. Brown Has Been Named Head of Advanced Planning, While The RightCapital Pact Gives Advisors Access To More Planning Solutions

By Jeff Berman

/ 22 Jan 2026

Kestra Strengthens Advanced Planning Capabilities With Executive Hire And RightCapital Deal

The Future Of Independence Is Being Shaped Today

Independence Is No Longer Simply Defined, And The Industry Must Adapt

By WSR Newsroom

/ 22 Jan 2026

The Future Of Independence Is Being Shaped Today

Prudential Announces AI Upgrades For Advisor Leads Programs

The Firm Embedded AI Into Its Leads Platform To Improve Lead Quality And Increase Conversion Rates

By WSR Newsroom

/ 22 Jan 2026

Prudential Announces AI Upgrades For Advisor Leads Programs

Choreo To Acquire $1.3 Billion Pennsylvania-Based RIAs

Six Advisors And Six Staff Will Make The Move To Choreo

By WSR Newsroom

/ 22 Jan 2026

Choreo To Acquire $1.3 Billion Pennsylvania-Based RIAs

Ascentis Holdings Launches With $2 Billion In Assets

Three Constituent Firms Offer Asset Management And Multiple Advisor Affiliation Models

By WSR Newsroom

/ 21 Jan 2026

Ascentis Holdings Launches With $2 Billion In Assets

DeVoe: 2025 Was The Most Active RIA M&A Year Ever, But The Number Of Buyers Shrank

First-Time Buyers Made Up 8% Of Transactions Last Year, The Lowest Ever Recorded, David DeVoe Says

By Jeff Berman

/ 21 Jan 2026

DeVoe: 2025 Was The Most Active RIA M&A Year Ever, But The Number Of Buyers Shrank

Top CIOs, Private Markets And A Long-Term View On M&A

Plus Our Wealthtech And Deals & Recruiting Roundups; Serving UHNW Clients; AI Predictions For 2026; Executive Hires By Choreo, World And Edelman; Bluespring’s Acquisition; Raymond James Buys Clark; FSI’s Board; And More

By Larry Roth

/ 21 Jan 2026

Top CIOs, Private Markets And A Long-Term View On M&A

CIOs Explain Pros, Cons And Uses Of Private Markets Investments

Last Year’s CIO 5 Winners From GeoWealth, Morningstar, Composition Wealth And RFG Address The Rise Of Private Markets

By Thomas Lee

/ 20 Jan 2026

CIOs Explain Pros, Cons And Uses Of Private Markets Investments

Latest News from WSR

FFP Announces New Chair And Vice Chair

Guide To Industry Conferences: Wealthtech

Cetera Adds $1.9 Billion With Purchase Of Darnall Sikes Wealth Management Business

Kestra Strengthens Advanced Planning Capabilities With Executive Hire And RightCapital Deal

The Future Of Independence Is Being Shaped Today

Prudential Announces AI Upgrades For Advisor Leads Programs

Choreo To Acquire $1.3 Billion Pennsylvania-Based RIAs

Ascentis Holdings Launches With $2 Billion In Assets

DeVoe: 2025 Was The Most Active RIA M&A Year Ever, But The Number Of Buyers Shrank

CIOs Explain Pros, Cons And Uses Of Private Markets Investments

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