Newsmakers 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
Newsmakers 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
Beltway & Beyond 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
Newsmakers 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
Upmarket 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
Letters From Larry 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
Wealthtech 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
Newsmakers World Investment Advisors Hires Osaic’s Tyler Mahoney As CFO Mahoney Will Support The Firm’s Growth And Acquisitions By Michael Madden / 14 Jan 2026
Newsmakers Independent Financial Group Forms President’s Advisory Council Council Tasked With Providing Advisor Feedback On Firm Initiatives And Serving As Liaisons Between Leadership And Affiliated Advisors By Janeesa Hollingshead / 14 Jan 2026
Investment Solutions Investments Roundup: CAIS, Mercer, iCapital, Raymond James And More News Featuring CAIS, Mercer, iCapital, Raymond James, LPL, BlackRock, Cerity, Cerulli, State Street, Janus Henderson, BondBloxx And Milemarker. By WSR Newsroom / 13 Jan 2026
Deals & Recruiting Deals & Recruiting Roundup: SEI, Envestnet, EP Wealth, AllianceBernstein And More Minority Stake By Cambridge. Acquisitions By EP Wealth, Mariner, Cerity And Mercer. Recruiting By Genesis Wealth And Prospera. Appointments By AllianceBernstein, Envestnet, SEI And Choreo. Research By Jump. By Thomas Lee / 13 Jan 2026
Newsmakers Choreo Taps Erik Merkau To Lead National Advisory Teams Industry Veteran To Guide Expansion Of Firm’s Integrated Tax And Wealth Advisory Platform By James Miller / 13 Jan 2026
