Newsmakers Ascentis Holdings Launches With $2 Billion In Assets Three Constituent Firms Offer Asset Management And Multiple Advisor Affiliation Models By WSR Newsroom / 21 Jan 2026
Capital Connections DeVoe: 2025 Was The Most Active RIA M&A Year Ever, But The Number Of Buyers Shrank First-Time Buyers Made Up 8% Of Transactions Last Year, The Lowest Ever Recorded, David DeVoe Says By Jeff Berman / 21 Jan 2026
Investment Solutions CIOs Explain Pros, Cons And Uses Of Private Markets Investments Last Year’s CIO 5 Winners From GeoWealth, Morningstar, Composition Wealth And RFG Address The Rise Of Private Markets By Thomas Lee / 20 Jan 2026
Investment Solutions WSR Honors The CIO 5: Top Wealth Management CIOs Veterans From World Investment Advisors, Edelman Financial Engines, Choreo, Caprock And Mariner Comprise WSR’s Group Of Recognized CIOs For 2026 By Thomas Lee / 20 Jan 2026
Capital Connections 2026 M&A Outlook: A More Disciplined, More Active Landscape Succession And Scale Are Driving M&A. Valuations Are Holding Steady While Deal Structures Are Changing. Plus Three Steps For Sellers To Maximize Value By WSR Newsroom / 20 Jan 2026
Investment Solutions Cerulli: Asset Managers Face Competing Demands Across Products And Asset Classes The Research Firm Expects Separate Account Strategies To Grow In Use Across Channels While Tax Optimization Importance Increases By Jeff Berman / 20 Jan 2026
Newsmakers Sanctuary Partner Alluvial Adds $190 Million Ohio-Based Advisor Bryan Blackburn To Become Co-Owner Of Alluvial’s Cleveland Business By WSR Newsroom / 20 Jan 2026
Newsmakers Raymond James To Buy Clark Capital The Acquisition Of Philadelphia-Based Clark Capital Will Add Over $46 Billion In Assets To Raymond James, The Firms Say By Jeff Berman / 16 Jan 2026
Beltway & Beyond FSI Names Christine Byrne Board Chair For 2026 First Female Advisor to Lead In Group’s 22-Year History By WSR Newsroom / 15 Jan 2026
