Upmarket WSR Names CFO 5 – Top Wealth Management CFOs WSR Recognizes CFOs From Osaic, Cetera, VestGen, Dynasty And Choreo In Fourth Annual CFO 5 By Thomas Lee / 7 Apr 2026
Wealthtech BetaNXT Launches InsightX AI Platform And Creates Innovation Lab The Wealthtech Firm’s Latest AI Solutions Were Developed For The Operational Needs Of Wealth And Asset Management Companies, It Says. By Jeff Berman / 7 Apr 2026
Capital Connections The Efficiency Illusion: ‘Busy’ RIAs Are Quietly Capping Their Growth And Value Efficiency Comes From Standardization And Simplification, And You Don’t Have To Sacrifice Relationships To Make It Happen By WSR Newsroom / 6 Apr 2026
Upmarket Insurance Firms Are Leaning Into Wealth Management With Impressive Results The Growing Intersection Of Insurance And Wealth Management Is Reshaping Advisor Choices By WSR Newsroom / 6 Apr 2026
Newsmakers Modern Wealth Enters Florida Market With Purchase Of $1.2 Billion Ex-LPL Affiliate The Firm’s Purchase Of Plantation, Florida-Based Legacy Wealth Management Closed On March 20. By Jeff Berman / 3 Apr 2026
Wealthtech CogniCor Case Study Demonstrates Time Savings Study Finds RIA Plancorp Saved Between Three And 10 Hours Per Day Using Intelligence Layer To Integrate Workflows By WSR Newsroom / 3 Apr 2026
Newsmakers Socium Advisors Merges With $1.6 Billion Amplify Wealth Partners Deal Increases Socium’s Assets To $4.3 Billion And Expands Its Footprint Into Wisconsin By WSR Newsroom / 2 Apr 2026
Newsmakers Artisancap Adds $3.4 Billion In Assets Since January 2025 Firm CEO And President Attributes Success To Culture And Community By WSR Newsroom / 2 Apr 2026
Newsmakers NorthRock Buys $950 Million Midwest RIA The Firm’s Purchase Of Vantage Financial Partners Adds Locations In Ohio, South Dakota And Wisconsin. By Jeff Berman / 2 Apr 2026
