Investment Solutions iCapital Survey: Advisor Alts Demand Continues To Grow Industry Focus Shifts To Implementation And Scale Amid Rising Allocations, Sustained Client Interest And Growing Tech Demand, iCapital Says. By Jeff Berman / 12 Aug 2026
Newsmakers Beacon Pointe Advisors Chairman Joins AI-Platform Provider CogniCor’s Advisory Board Palo Alto-Based Firm Aims To Increase RIA Capacity Through Strategic AI Applications By WSR Newsroom / 12 Aug 2026
Upmarket Prudential Advisors Recruits Former Ameriprise Advisor Christopher Grella Joins Prudential Through NJ Wealth Partners In New Jersey By WSR Newsroom / 12 Aug 2026
Upmarket Being A Fiduciary Is A Calling, Not A Slogan Putting Clients First Should Be The Minimum Standard. The Real Differentiator Is Earning Trust. By WSR Newsroom / 12 Aug 2026
Wealthtech How Advisors Can Optimize Their Tech Stacks And Keep Them Up To Date Advisors Must ‘Anchor’ Their AI Strategies To Their Specific Needs, Not To The Volume Of New Capabilities Entering The Market, Jump’s Liam Hanlon Says. By Jeff Berman / 11 Aug 2026
Wealthtech Feathery Launches AI-Powered Proposal Generation Tool New Solution For Wealth Managers Designed To Help Firms Deliver Personalized Client Experience At Scale By WSR Newsroom / 11 Aug 2026
Capital Connections Monthly RIA M&A Trends For July July M&A Spanned Regional RIA Roll-Ups And A $48.4 Billion Asset-Manager Deal By WSR Newsroom / 10 Aug 2026
Wealthtech Amplify Teams With Ned Davis Research To Help Advisors With Portfolio Management The Collaboration Will Allow Advisors To Implement NDR’s Investment Models In Client Accounts, The Firms Say. By Jeff Berman / 10 Aug 2026
