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
Upmarket Finding The Right Formula For Advisor Recruitment And Retention EP Wealth’s Megan Glover And eMoney Advisor’s Connor Sung Discuss What They See As The Most Pressing Issues In Advisor Recruitment And Retention. By Jeff Berman / 22 Apr 2026
Capital Connections Talent Is The Real Currency In M&A Compensation Design And Career Pathing Are Critical To Successful Partnerships By WSR Newsroom / 20 Apr 2026
Newsmakers $800 Million Team Leaves Merrill For Sanctuary Wealth California-Based Team Serving HNW Clients Founded Soteris Private Wealth, The Second Merrill Breakaway To Join Sanctuary This Month By WSR Newsroom / 20 Apr 2026
Wealthtech F2 Strategy: Most Wealth Management Firms Plan To Make Changes To Their Operation Models The Biggest Source Of Friction For Advisors Remains Onboarding, The Research And Consulting Firm Says. By Jeff Berman / 17 Apr 2026
Upmarket Clients Hire Perspective, Not Portals Advisors Should Not Let Efficiency Tools Into The Client Experience By WSR Newsroom / 17 Apr 2026
Capital Connections DeVoe: Q1 Tied The Most Active Quarter For RIA M&A Deals Ever There Were 93 Transactions Announced In Q1, Tying Q3 2025 As The Most Active Quarter To Date, The Firm Says. By Jeff Berman / 16 Apr 2026
