Capital Connections Beyond AUM: What Buyers Should Really Look For In An RIA AUM Can Reveal A Firm’s Size But Buyers Are Looking Deeper At Organic Growth, Client Transferability, Leadership, Compensation And Scalability By Larry Roth / 15 Sep 2026
Newsmakers Prudential Advisors’ Brandon Wellman Named U.S. Country Chair Of MDRT Committee Financial Advisor To Lead MDRT Membership Communications Committee In 2027 By WSR Newsroom / 15 Sep 2026
Capital Connections You’re Not Buying A Firm. You’re Marrying One. RIA Founders Evaluating M&A Partners Should Weigh Culture, Employee Retention And Their Own Future Role Alongside Valuation And Deal Terms By WSR Newsroom / 14 Sep 2026
Upmarket The New Growth Playbook For RIAs: Why ‘More Leads’ Is The Wrong Goal More Important Than Total Leads, Advisors Should Examine Where Their Best Client Relationships Come From And What They Can Learn From Those Relationships That Will Help Them Prospect Better By WSR Newsroom / 14 Sep 2026
Wealthtech Envestnet’s Deal To Buy Vestmark Makes Sense For Both Firms, Wealthtech Expert Says Deal Would Add Vestmark’s Trading And Tax Capabilities While Expanding Envestnet’s Reach Into Larger Wealth Firms By Jeff Berman / 11 Sep 2026
Upmarket Stop Building A Practice. Start Building An Enterprise. Advisors Can Build More Durable Firms By Institutionalizing Client Relationships, Processes And Leadership By WSR Newsroom / 11 Sep 2026
Newsmakers RFG Supports WFA, Volare Merger To Form $750 Million Firm The Merger Of WFA And Volare Wealth Advisors Creates A 16-Person Team With Offices In Multiple Markets. By Jeff Berman / 10 Sep 2026
Wealthtech Feathery Launches An AI Operations Assistant For Financial Services Assistant Named ‘Robin’ Enables Financial Institutions To Build And Adapt Operational Workflows In Plain English By WSR Newsroom / 10 Sep 2026
Wallet Share FMG Suite Launches FMG Connect To Link Advisor Tools And Data Integration Layer Debuts With Aidentified, Asset-Map, GReminders, Jump, Tax Status, WealthFeed And Zocks As Initial Partners By WSR Newsroom / 10 Sep 2026
Newsmakers BridgePort Hires Former Osaic M&A Executive Tina Decker Tina Decker Will Lead The Fee-Only RIA’s M&A Strategy And Execution By WSR Newsroom / 10 Sep 2026
