Beltway & Beyond Webinar: The SEC’s 2026 Exam Priorities: What To Know And How To Prepare Essential Edge’s Ressler And Spillane Address What RIAs And Broker-Dealers Need To Know About Compliance In The New Year By WSR Newsroom / 13 Feb 2026
Newsmakers Cerity To Merge With Verus Investments Verus Serves Clients With $1.2 Trillion In Assets By Jeff Berman / 13 Feb 2026
Wealthtech Oasis Group And Practifi Address CRM Selection In Research The White Paper Reframes CRM Decisions For Advisors Around Long-Term Data Architecture Implementation Timeframes And Workflow Alignment. By Jeff Berman / 12 Feb 2026
Newsmakers Bluespring Buys $2.3 Billion Massachusetts RIA The Addition Of Plymouth-Based SHP Financial Represents An Expansion In New England For The Kestra Subsidiary. By Jeff Berman / 11 Feb 2026
Investment Solutions Guide To Industry Conferences: Insurance Our 2026 Guide Covers The IRI Annual Conference, Insurance Innovators USA And The LIMRA Life Insurance And Annuity Conference By WSR Newsroom / 10 Feb 2026
Wallet Share FMG Acquired Testimonial iQ, Expanding Advisor Offering Deal Brings Tools Designed For Compliant Testimonials, Reviews, Referrals And Client Feedback Onto FMG’s Wealth Management Marketing Platform By WSR Newsroom / 9 Feb 2026
Investment Solutions Advisors Are Chasing Private Markets. Do They Know What They’re Doing? Research Show Private Markets Are Underinvested. But Whether Advisors Today Can Meet That Need Remains An Open Question. By Thomas Lee / 9 Feb 2026
