Upmarket No Longer A “Leap Of Faith”: Advisors Go Independent With Intent And Momentum As Wirehouse Advisors Continue To Migrate To The Independent Channel, The Motivation Is Shifting From Autonomy Alone To Long-Term Enterprise Value, Scalability And Strategic Control. By Thomas Lee / 29 Apr 2026
Wealthtech AI Washing: What It Is And How Advisors Can Spot It Experts Say Real AI Is Improving Targeted Workflows, But Many Vendor AI Claims Are Merely Automation, Analytics Or Branding By Larry Roth / 28 Apr 2026
Words In Edgewise How Advisors Can Navigate Tax Law Changes And Estate Planning With Their Clients In An Interview With WSR, Loxahatchee Capital’s Andrew J. Plum Discusses Useful Strategies And How Investors Can Avoid Common Mistakes. By Jeff Berman / 28 Apr 2026
Capital Connections The Legal Side Of M&A: What Founders Get Wrong And How To Get Ahead Of It Three Key Legal Areas In M&A That Advisors Should Prepare Years In Advance: Corporate Structure, Tax Consequences And Deal Documents By WSR Newsroom / 27 Apr 2026
Wealthtech Dear Ryan – Wealthtech Industry Advice For All Ryan George Advises On The Difference Between A Hard Season And A Real Signal By WSR Newsroom / 27 Apr 2026
Newsmakers Hightower To Acquire $9.5 Billion RIA The Bahnsen Group The Purchase Is Expected To Close In The Third Quarter Of 2026, Hightower Says. By Jeff Berman / 24 Apr 2026
Upmarket Fiduciary Vs. Suitability Standards: Do Your Clients Understand The Difference? Clients Should Understand How Their Advisor Is Obligated To Serve Them By WSR Newsroom / 24 Apr 2026
Upmarket Patent Perspectives: Financial Literacy Matters — It’s More Than Just The Basics When Advisors Educate Clients, They Build Trust And Credibility And Empower Clients To Have Healthy Relationships With Money By WSR Newsroom / 24 Apr 2026
Wealthtech Docupace’s Filanowski: Building The Next Generation Of Wealth Operations Platforms Docupace’s New CEO Speaks With WSR About Data, Fragmentation, Compliance, AI And Infrastructure By James Miller / 23 Apr 2026
Beltway & Beyond Regtech Surge: With AI, Everyone’s Selling The 80%. The Value Is The 20%. To Succeed With AI, Compliance Must Keep In Mind Integration, Security, Audit Logging, The Human-In-The-Loop, Validation And Trust By WSR Newsroom / 23 Apr 2026
