Newsmakers Osaic Recruits $2.3 Billion New Jersey Firm From LPL ICG next Joins Osaic’s Network With 21 Advisors, Office In New York By Jeff Berman / 20 Oct 2026
Newsmakers Sowell Management Names CIO And Launches Investment Office Scott Dooley Will Lead The Office Of The CIO, Bringing Together Research, Portfolio Construction And Advisor Consulting By WSR Newsroom / 20 Oct 2026
Capital Connections The Next Tech Frontier For RIAs Isn’t Investing. It’s Advice RIA Founders Considering M&A Should Evaluate Technology By How It Expands Advice And Strengthens The Client Experience By WSR Newsroom / 19 Oct 2026
Wealthtech DeepVest Launches PlanLab Financial Planning Capability For Advisors The Tool Connects 11 Planning Areas And Is Included At No Additional Cost To Advisors By Jeff Berman / 16 Oct 2026
Media Carrick Lane’s John Marshall Discusses Managed Option Strategies In Wealth Portfolios Marshall And Jim Roth Explore Liquidity, Portfolio Diversification And The Connection To Direct Indexing By WSR Newsroom / 15 Oct 2026
Media GeoWealth’s Jack Hannah Discusses Culture And Scalable Advisory Practices Hannah And Laurie Stack Explore Coachability, Client Fit And Career Opportunities In Wealth Management By WSR Newsroom / 15 Oct 2026
Capital Connections DeVoe & Company: RIA M&A Activity Fell 17% In Q3 DeVoe & Company Now Expects 320 To 340 Deals This Year, Raising Its Forecast After A Stronger September Finish By Jeff Berman / 15 Oct 2026
Upmarket Succession Planning Tips That Tip The Scales In Your Favor Four Executives Discuss Early Preparation And Client Continuity During Advisor Succession By WSR Newsroom / 15 Oct 2026
Newsmakers Perennial Launches With Over $500 Million In Client Assets Eight Founding Partners Affiliate With Integrated Partners By WSR Newsroom / 15 Oct 2026
Upmarket Advising Athletes Through Short Careers And Sudden Wealth Advisors And Executives From Rose Capital, OpenArc, Dynasty And Americana Discuss The Unique Challenges In Helping Athletes By Jeff Berman / 14 Oct 2026
