Newsmakers Bluespring Buys Kestra-Affiliated Firm Front Porch Financial Front Porch Merges With Existing Bluespring Partner Firm U.S. Financial To Create $1.7 Billion Firm By Jeff Berman / 15 Jan 2026
Upmarket Integrated Service, Not Flashy Investments, Key To Winning Over UHNW Clients Cerity Partners Family Office Co-Founder Justyn Volesko Says Experience Serving Goldman Sachs Partners Sets CPFO Apart From Competitors By Thomas Lee / 15 Jan 2026
Newsmakers World Investment Advisors Hires Osaic’s Tyler Mahoney As CFO Mahoney Will Support The Firm’s Growth And Acquisitions By Michael Madden / 14 Jan 2026
Newsmakers Independent Financial Group Forms President’s Advisory Council Council Tasked With Providing Advisor Feedback On Firm Initiatives And Serving As Liaisons Between Leadership And Affiliated Advisors By Janeesa Hollingshead / 14 Jan 2026
Newsmakers Choreo Taps Erik Merkau To Lead National Advisory Teams Industry Veteran To Guide Expansion Of Firm’s Integrated Tax And Wealth Advisory Platform By James Miller / 13 Jan 2026
Capital Connections When The Dog Catches The Car: Can Winning At M&A Risk Losing? Rather Than ‘Growth At Any Cost,’ Buyers Should Follow A Disciplined, Long-Term Approach Emphasizing Organic Growth And Client Retention By WSR Newsroom / 13 Jan 2026
Newsmakers Hightower Hires Chief Compliance Officer From Edelman Bob Lavigne Takes The Newly Created Role of Hightower Holdings CCO, While Claire Gorman Remains Hightower Advisors CCO By Jeff Berman / 13 Jan 2026
Upmarket How Advisors Can Turn Exit Planning Into A Powerful Growth Strategy Exit Planning Deepens Client Trust And Interaction, And Leverages The Same Principles As Financial Planning By WSR Newsroom / 13 Jan 2026
