Latest News from WSR

WSR Honors The CIO 5: Top Wealth Management CIOs

Veterans From World Investment Advisors, Edelman Financial Engines, Choreo, Caprock And Mariner Comprise WSR’s Group Of Recognized CIOs For 2026

By Thomas Lee

/ 20 Jan 2026

WSR Honors The CIO 5: Top Wealth Management CIOs

Wealthtech Roundup: Cetera, Archive Intel, Envestnet, T3 And More

News Featuring Cetera, Archive Intel, Envestnet, T3, DataM, Hubly, iAltA, Advisor360°, Fidelis, Docupace, TradingBlock And VRGL.

By WSR Newsroom

/ 20 Jan 2026

Wealthtech Roundup: Cetera, Archive Intel, Envestnet, T3 And More

Deals & Recruiting Roundup: Beacon Pointe, Creative Planning, Raymond James, FMG And More

Acquisitions By Beacon Pointe, Creative Planning, Bluespring And Raymond James. Financial Stake By Elevation Point. Recruiting By RBC, Cetera And Integrated. Appointments By Hightower, World Investments, FMG And LPL.

By Thomas Lee

/ 20 Jan 2026

Deals & Recruiting Roundup: Beacon Pointe, Creative Planning, Raymond James, FMG And More

2026 M&A Outlook: A More Disciplined, More Active Landscape

Succession And Scale Are Driving M&A. Valuations Are Holding Steady While Deal Structures Are Changing. Plus Three Steps For Sellers To Maximize Value

By WSR Newsroom

/ 20 Jan 2026

2026 M&A Outlook: A More Disciplined, More Active Landscape

Cerulli: Asset Managers Face Competing Demands Across Products And Asset Classes

The Research Firm Expects Separate Account Strategies To Grow In Use Across Channels While Tax Optimization Importance Increases

By Jeff Berman

/ 20 Jan 2026

Cerulli: Asset Managers Face Competing Demands Across Products And Asset Classes

Sanctuary Partner Alluvial Adds $190 Million Ohio-Based Advisor

Bryan Blackburn To Become Co-Owner Of Alluvial’s Cleveland Business

By WSR Newsroom

/ 20 Jan 2026

Sanctuary Partner Alluvial Adds $190 Million Ohio-Based Advisor

Raymond James To Buy Clark Capital

The Acquisition Of Philadelphia-Based Clark Capital Will Add Over $46 Billion In Assets To Raymond James, The Firms Say

By Jeff Berman

/ 16 Jan 2026

FSI Names Christine Byrne Board Chair For 2026

First Female Advisor to Lead In Group’s 22-Year History

By WSR Newsroom

/ 15 Jan 2026

FSI Names Christine Byrne Board Chair For 2026

Bluespring Buys Kestra-Affiliated Firm Front Porch Financial

Front Porch Merges With Existing Bluespring Partner Firm U.S. Financial To Create $1.7 Billion Firm

By Jeff Berman

/ 15 Jan 2026

Bluespring Buys Kestra-Affiliated Firm Front Porch Financial

Integrated Service, Not Flashy Investments, Key To Winning Over UHNW Clients

Cerity Partners Family Office Co-Founder Justyn Volesko Says Experience Serving Goldman Sachs Partners Sets CPFO Apart From Competitors

By Thomas Lee

/ 15 Jan 2026

Integrated Service, Not Flashy Investments, Key To Winning Over UHNW Clients

SEC Exam Priorities And Exit Planning

Plus Our Investments And Deals & Recruiting Roundups; IiO’s Latest Grants; M&A By Mercer, Cambridge And Cerity; And Hubly’s AI Integrations

By Larry Roth

/ 14 Jan 2026

2026: The Year Of Serious AI Adoption

Wealthtech Experts At T3 Conference Producer Technology Tools For Today, Syntax Data And The Oasis Group Share Their Expectation On AI In 2026

By Jeff Berman

/ 14 Jan 2026

Latest News from WSR

WSR Honors The CIO 5: Top Wealth Management CIOs

2026 M&A Outlook: A More Disciplined, More Active Landscape

Cerulli: Asset Managers Face Competing Demands Across Products And Asset Classes

Sanctuary Partner Alluvial Adds $190 Million Ohio-Based Advisor

Raymond James To Buy Clark Capital

FSI Names Christine Byrne Board Chair For 2026

Bluespring Buys Kestra-Affiliated Firm Front Porch Financial

Integrated Service, Not Flashy Investments, Key To Winning Over UHNW Clients

2026: The Year Of Serious AI Adoption

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