Capital Connections DeVoe: RIA Buyers Predict Valuations Won’t Increase In Second Half Of 2026 The RIA Sector Announced 167 Transactions Through June, Making It The Strongest First Half Ever, The Firm Says. By Jeff Berman / 17 Jul 2026
Investment Solutions Cerulli: Tax Optimization Becoming New ‘Battleground’ For Wealth Manager Differentiation Cerulli Says Tax Management Capabilities Are Being Prioritized As Firms Seek More Reliable Sources Of Post-Tax Alpha. By Jeff Berman / 16 Jul 2026
Wealthtech What The Client Never Tells You, But Tells Everyone Else AI-Based Technology Helps Close The Advice Gap Between Younger And Seasoned Advisors By WSR Newsroom / 16 Jul 2026
Newsmakers Caprock Acquires $4 Billion Texas-Based Venturi Private Wealth The Acquisition Enhances The Firm’s High Net Worth Services By Thomas Lee / 16 Jul 2026
Upmarket What RIAs Get Wrong When Serving Business Owners: The Timing Gap No One Talks About Advisors Should Help Business Owner Clients Prepare Years In Advance For An Exit By WSR Newsroom / 16 Jul 2026
Newsmakers Sanctuary Wealth Reports Record Recruiting As Wirehouse Breakaways Continue Firm Says It Added Advisors Representing $12.7 Billion In Client Assets Over The Past Year By Thomas Lee / 16 Jul 2026
Wealthtech Regtech Surge: The Greatest AI Risk May Be The Usage Firms Cannot See Exploring The Causes, Problems And Solutions To Shadow AI By WSR Newsroom / 16 Jul 2026
Investment Solutions Study: Most Advisors Are Including Alts In Clients’ Portfolios Liquidity Concerns Are Still The Largest Hurdle To Broader Alts Implementation, Study By CION, Compound Insights And YCharts Shows. By Jeff Berman / 15 Jul 2026
Upmarket The Broker-Dealer Relationship At The Center Of Hybrid RIAs Hybrid Firms Rely On Broker-Dealers For Product Access, Compliance Support And The Flexibility To Serve Clients Across Advisory And Brokerage Accounts, But The Model Brings Added Regulatory And Operational Complexity. By Thomas Lee / 15 Jul 2026
Wealthtech Feathery Raises $30 Million For AI And Innovation Firm Says It Will Use Funds To Scale Its AI Operating And Decisioning System For Financial Services Firms By WSR Newsroom / 15 Jul 2026
Words In Edgewise Leadership As A Differentiator In Wealth Management We Discuss Leadership Qualities, Foundations And Lessons With Sowell Management CEO Daryl Seaton By WSR Newsroom / 15 Jul 2026
