Upmarket Your Barista Knows More About Your Client Than Your Newest Advisor Does Two Of The Most Beloved Brands On Earth Solved A Problem Most RIAs Don’t Even Know They Have. By WSR Newsroom / 20 Jul 2026
On The Rise Women, Money And Advice Advisors Must Take Steps To Serve Women Better, Including Working With Both Partners, Avoiding Stereotypes And A Transactional Focus, And Proactively Seeking Support By WSR Newsroom / 20 Jul 2026
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
