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
Wealthtech How Technology Can Help Advisors Guide Clients With IPO Wealth Executives From April, DeepVest And FinTurk Tell Advisors How They Can Help Their Clients Manage The Complexities Of Sudden Wealth By Jeff Berman / 14 Jul 2026
Capital Connections Guide To Industry Conferences: M&A What You Need To Know About DeVoe & Company’s M&A+ Succession Summit And The ECHELON Partners Deals & Dealmakers Summit By Thomas Lee / 13 Jul 2026
Upmarket In-House Vs. Outsourced Tax Planning In Wealth Management Tax Planning Is Becoming Table Stakes In Wealth Management, But Firms Continue To Explore How To Best Deliver It By WSR Newsroom / 13 Jul 2026
On The Rise Beacon Pointe Study Examines Women’s Financial Confidence Women Working With A Financial Advisor Report A 60% Increase In Financial Confidence, According To A New HerWorth Study. By Jeff Berman / 9 Jul 2026
Newsmakers Berthel Fisher Recruits APP Financial, Adds Business Development VP $146 Million Indiana-Based Firm Joins As Madyson Tracy Assumes Business Development Role By WSR Newsroom / 9 Jul 2026
Newsmakers Hightower Signature Wealth Adds $5 Billion By Buying 3 Affiliated Advisor Firms Private Vista, Hightower Great Lakes And The McGuirk & De Nevi Group Join Hightower’s National Direct-To-Consumer Advisory Practice. By Jeff Berman / 8 Jul 2026
