Newsmakers Holistiplan Appoints Stephen Langlois To Board Of Directors Former Kestra And Fidelity Executive To Advise Software Provider On Market Share And Advisor Adoption By WSR Newsroom / 27 Mar 2026
Upmarket Patent Perspectives: Women’s Influence Is Reshaping Wealth Management Hynes Discusses The Slow Pace Of Change, Serving Women Clients, Advancing Women Advisors And The Great Wealth Transfer By James Miller / 26 Mar 2026
Newsmakers Independent Financial Group Launches Impact For Good Charitable Foundation Foundation To Serve As Centerpiece Of IFG’s Initiative To Deepen Community Engagement And Employee Giving By WSR Newsroom / 26 Mar 2026
Newsmakers Beacon Pointe Adds $695 Million By Buying Two Advisory Firms Acquisitions Add To Beacon Pointe Presence In Texas, California And Tennessee By Jeff Berman / 25 Mar 2026
Capital Connections Buying Scale, Keeping Culture As Consolidation Accelerates In Wealth Management, Closing Deals May Be Easier Than Integrating Firms And Business Cultures By Julius Buchanan / 25 Mar 2026
Newsmakers Composition Wealth Onboards $900 Million Edgewater From Northwestern Mutual Tacoma, Washington-Based Firm Strengthens Composition Wealth’s Pacific Northwest Presence By WSR Newsroom / 25 Mar 2026
Newsmakers Invest In Others Announces 2026 Board And Leadership Council Charitable Foundation Says New Governance Model Positions It For Greater Industry Engagement And Wider Impact By Jeff Berman / 24 Mar 2026
Newsmakers Prudential Advisors’ Buckley Elected Secretary Of Finseca Moira Buckley Begins Four-Year Leadership Term Leading To Finseca Presidency In 2028-29 By WSR Newsroom / 24 Mar 2026
Upmarket Cambridge Execs On Maintaining A Worldview In An Ever-Changing World Leaders Discuss Managing Growth, Keeping Core Principles, Long-Term Focus, Cultural Alignment And More By James Miller / 24 Mar 2026
On The Rise Women In Wealth Management: Progress, Gaps And Imperatives Pathfinder Winners Examine Where Barriers Persist For Women, How The Great Wealth Transfer Is Reshaping Demand And What Succession Looks Like For Female Advisors By Julius Buchanan / 24 Mar 2026
On The Rise WSR Pathfinder Awards – Top Women Industry Leaders Of 2026 This Year WSR Honors Andree Mohr, Leslie Norman, Desireé Sii, Anne Marie Stonich And Lisandra Wilmott By Julius Buchanan / 24 Mar 2026
