Newsmakers Carlyle To Acquire Majority Stake In MAI At $2.8 Billion Valuation Galway, Oak Hill And Harvest Partners Will Exit Ownership. Employees Will Continue To Hold A ‘Large’ Minority Stake. By Jeff Berman / 1 Apr 2026
Wealthtech Dear Ryan – Wealthtech Industry Advice For All Docupace CMO Ryan George Advises A COO Who Feels The CEO Isn’t Listening By WSR Newsroom / 1 Apr 2026
Upmarket Approaches For Home Offices Recruiting Solo And Duo Teams One- And Two-Person Practices May Be Attractive Recruits Due To Simpler Transitions And Long-Term Fit By Thomas Lee / 1 Apr 2026
Newsmakers Cambridge Launches AI-Enabled Chat Assistant ‘Indy’ Is Trained On Cambridge Data And Incorporates Regulatory Compliance Into Its Design By WSR Newsroom / 31 Mar 2026
Newsmakers Mercer Adds $1.5 Billion New Hampshire RIA Mercer Purchased Portsmouth, New Hampshire-Based Charter Oak Capital Management In Transaction That Closed Tuesday, It Said By Jeff Berman / 31 Mar 2026
Upmarket Cerulli: Mass-Affluent Are A $25 Trillion Market Opportunity Households With $100,000 To $2 Million In Assets Have Seen Their Wealth Grow From $14 Trillion In 2013 To $25 Trillion In 2025, Cerulli Says. By Jeff Berman / 30 Mar 2026
Words In Edgewise Diamond Consultants Report: Advisor Movement ‘Accelerated’ In 2025 More Than 11,000 Advisors With Over Three Years Of Service Changed Firms Last Year, Up 16.2% From 2024, New Report Says. By Jeff Berman / 27 Mar 2026
