Newsmakers Waverly Expands Its Private Fund And Real Estate Strategies With Latest Acquisition Firm Forms New Promus Capital Management Subsidiary After Buying $3.1 Billion Promus Access And Promus Realty Business Lines. By Jeff Berman / 4 Dec 2025
Newsmakers Mercer Strengthens Presence In Baltimore And Washington With $1 Billion Acquisition Mercer’s Purchase Of Glass Jacobson Also Adds More Tax Capabilities By Jeff Berman / 3 Dec 2025
Newsmakers Cresset Picks Up $1.4 Billion Advisor Team From Bernstein The Ex-Bernstein Private Wealth Team Joins Cresset’s Houston Office. By Jeff Berman / 3 Dec 2025
Investment Solutions The Fed’s Employment Conundrum The Old Ways May No Longer Work, And It Pays For The Fed To Be Humble By WSR Newsroom / 3 Dec 2025
Investment Solutions Goldman Sachs To Buy ETF Firm For $2 Billion The Acquisition Is Expected To Add $28 Billion In Assets Under Supervision To Goldman Sachs Asset Management. By Jeff Berman / 2 Dec 2025
Capital Connections RIA M&A In 2026: Five Forces Set To Reshape The Industry Next Year Look For AI, Digital Marketing, Legal Counsel, A Branding Shift, Mergers Of Equals And Accelerating Wirehouse Departures In The RIA M&A Landscape By WSR Newsroom / 2 Dec 2025
Capital Connections The Smartest Question You Can Ask: ‘What Am I Getting Myself Into?’ Tactical, Strategic And Emotional Issues Matter In M&A By WSR Newsroom / 1 Dec 2025
Upmarket What The Burgeoning UHNW Clientele Wants From Advisors Family Office Executives Share 2026 Predictions And Trends In UHNW Client Demands By Thomas Lee / 1 Dec 2025
Newsmakers Cetera Picks Up Advisor Teams From Osaic And LPL Cetera Adds Illinois-Based Callero Capital Management From Osaic And Picks Up CarrThaxton Financial Group In Massachusetts From LPL. By Jeff Berman / 26 Nov 2025
