Newsmakers Ascentis Wealth Management Adds Dallas-Based Ascentis Family Wealth Leader Of Newly Launched Firm Takes Equity Stake In Ascentis Wealth Management By WSR Newsroom / 19 Feb 2026
Wallet Share AcquireUp’s CEO Explains Benefits Of Seminars In An Interview With WSR Ahead Of AcquireUp’s Masterclass, CEO Greg Bogich Says Seminars Build Credibility, Authority And Brand Equity. By Jeff Berman / 18 Feb 2026
Investment Solutions Where Growth Meets Client Demand: The Case For Private Markets Private Markets Investments Are Increasing And Fit Better With Certain Investors. Technology Can Help Advisors Overcome Barriers To Providing Clients With Private Market Access By WSR Newsroom / 18 Feb 2026
Newsmakers Sowell Management Names Vincent Gimarelli As Chief Development Officer Former AssetMark Executive To Focus On Growth Strategy, Including M&A By WSR Newsroom / 18 Feb 2026
Beltway & Beyond Webinar: The SEC’s 2026 Exam Priorities: What To Know And How To Prepare Essential Edge’s Ressler And Spillane Address What RIAs And Broker-Dealers Need To Know About Compliance In The New Year By WSR Newsroom / 13 Feb 2026
Newsmakers Cerity To Merge With Verus Investments Verus Serves Clients With $1.2 Trillion In Assets By Jeff Berman / 13 Feb 2026
Wealthtech Oasis Group And Practifi Address CRM Selection In Research The White Paper Reframes CRM Decisions For Advisors Around Long-Term Data Architecture Implementation Timeframes And Workflow Alignment. By Jeff Berman / 12 Feb 2026
