Newsmakers Sanctuary Onboards $260 Million Breakaway From Merrill Chicago-Area OPT Wealth Management Serves High Net Worth Clientele By WSR Newsroom / 9 Apr 2026
Newsmakers Hightower Signature Wealth Acquires $3.2 Billion Massachusetts Firm Lexington Wealth Management Joins Hightower’s National Direct-To-Consumer Advisory Practice By Jeff Berman / 8 Apr 2026
Newsmakers Prudential Onboards Two Advisors Totaling Over $300 Million Keith Loegering Joins From RBC And Brian Montalbano Joins From Synovus By WSR Newsroom / 8 Apr 2026
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
