Newsmakers Wellington To Buy Hartford Funds For About $1.9 Billion The Transaction Is Expected To Close In The First Quarter Of 2027, The Firms Said. By Jeff Berman / 4 Jun 2026
Newsmakers Modern Wealth Buys $1.1 Billion Firm In Tampa Bay Area The Firm’s Purchase Of Clearwater, Florida-Based Flaharty Asset Management Closed On Friday. By Jeff Berman / 3 Jun 2026
Newsmakers Raymond James Picks Up $2.8 Billion Advisor Team From Commonwealth The 12 Advisor Team Of Financial Strategies Retirement Partners In New Hampshire Joins Raymond James’ Independent Channel By Jeff Berman / 2 Jun 2026
Upmarket Recruiters Keep Calling. Here’s Why I’m Not Moving. It’s Not Just About Scale. It’s About Authenticity, Relationships And A Good Decision-Making Process. By WSR Newsroom / 29 May 2026
Upmarket The Hidden Cost Of Going It Alone: What Successful Advisors Give Up by Not Partnering The Burdens Of Inadequate Infrastructure Inhibit Growth And Burn Advisors Out, But The Right Platform Empowers Entrepreneurial Advisors. By WSR Newsroom / 29 May 2026
Wealthtech Dispatch Launches Software To Help Transition Advisors, Clients And Assets Between Firms Advisor Transitions Is The Firm’s Fourth Core Workflow, Following Account Opening, Client Onboarding And Real-Time Data Synchronization. By Jeff Berman / 29 May 2026
Wallet Share FMG Expands Use Of AI With Marketing Intelligence System AI-Powered Platform To Help Internal FMG Teams Improve Execution And Better Support Enterprise, Financial Advisor And Insurance Professional Customers By WSR Newsroom / 29 May 2026
Wealthtech Oasis Group: ‘Fundamental Shift’ In How Estate Planning Is Delivered And Perceived Research Offers A Framework For Evaluating Platforms And Aligning Tech Decisions With Business Models, Client Complexity And Growth Strategies. By Jeff Berman / 28 May 2026
