Newsmakers Socium Advisors Merges With $1.6 Billion Amplify Wealth Partners Deal Increases Socium’s Assets To $4.3 Billion And Expands Its Footprint Into Wisconsin By WSR Newsroom / 2 Apr 2026
Newsmakers Artisancap Adds $3.4 Billion In Assets Since January 2025 Firm CEO And President Attributes Success To Culture And Community By WSR Newsroom / 2 Apr 2026
Newsmakers NorthRock Buys $950 Million Midwest RIA The Firm’s Purchase Of Vantage Financial Partners Adds Locations In Ohio, South Dakota And Wisconsin. By Jeff Berman / 2 Apr 2026
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
