Newsmakers Invest In Others Announces Recipients Of 2025 Grant Program Funding Charitable Foundation Grants $290,000 To 16 Nonprofits Supported By Financial Advisors By Jeff Berman / 9 Jan 2026
Newsmakers Mercer Adds Almost $1 Billion In AUM With Two Latest Acquisitions Mercer Purchased Long Run Wealth Advisors And Poterack Capital Advisory In Transactions That Closed Dec. 31, It Says By Jeff Berman / 8 Jan 2026
Capital Connections Cerity Adds $1.4 Billion In AUM By Merging With Austin Private Wealth The Transaction Closed On Dec. 31 And Expands Cerity’s Footprint In The Austin, Texas, ‘Key Growth Market’ By Jeff Berman / 7 Jan 2026
Newsmakers Cambridge Buys Minority Stake In Hybrid RIA The AmeriFlex Group Investment To Provide Support For Succession Platform By Michael Madden / 7 Jan 2026
Wealthtech Hubly Aims For ‘Autonomous Practice’ With AI Integrations Integrations With Jump, GReminders And Pulse360 Move The Docupace Subsidiary Toward Greater Automation Of Workflows By James Miller / 7 Jan 2026
Beltway & Beyond Regtech Surge: Prepare For 2026 SEC Exam Priorities On AI And Cybersecurity 2026 Exams Will Explore Emerging Tech, AI And Cybersecurity From Many Angles By WSR Newsroom / 5 Jan 2026
