Wealthtech Guide To Industry Conferences: Wealthtech Our 2026 Guide To Leading Wealthtech Conferences Covers Orion Ascent, The T3 Technology Conference, WealthStack, Future Proof, Nitrogen’s Fearless Investing Summit And Envestnet Elevation. By Thomas Lee / 26 Jan 2026
Newsmakers Cetera Adds $1.9 Billion With Purchase Of Darnall Sikes Wealth Management Business The Darnall Sikes Advisor Team Joins Avantax Planning Partners Within Cetera’s RIA Model. By Jeff Berman / 23 Jan 2026
Newsmakers Kestra Strengthens Advanced Planning Capabilities With Executive Hire And RightCapital Deal Christine E. Brown Has Been Named Head of Advanced Planning, While The RightCapital Pact Gives Advisors Access To More Planning Solutions By Jeff Berman / 22 Jan 2026
Upmarket The Future Of Independence Is Being Shaped Today Independence Is No Longer Simply Defined, And The Industry Must Adapt By WSR Newsroom / 22 Jan 2026
Wealthtech Prudential Announces AI Upgrades For Advisor Leads Programs The Firm Embedded AI Into Its Leads Platform To Improve Lead Quality And Increase Conversion Rates By WSR Newsroom / 22 Jan 2026
Capital Connections Choreo To Acquire $1.3 Billion Pennsylvania-Based RIAs Six Advisors And Six Staff Will Make The Move To Choreo By WSR Newsroom / 22 Jan 2026
Newsmakers Ascentis Holdings Launches With $2 Billion In Assets Three Constituent Firms Offer Asset Management And Multiple Advisor Affiliation Models By WSR Newsroom / 21 Jan 2026
Capital Connections DeVoe: 2025 Was The Most Active RIA M&A Year Ever, But The Number Of Buyers Shrank First-Time Buyers Made Up 8% Of Transactions Last Year, The Lowest Ever Recorded, David DeVoe Says By Jeff Berman / 21 Jan 2026
Investment Solutions CIOs Explain Pros, Cons And Uses Of Private Markets Investments Last Year’s CIO 5 Winners From GeoWealth, Morningstar, Composition Wealth And RFG Address The Rise Of Private Markets By Thomas Lee / 20 Jan 2026
Investment Solutions WSR Honors The CIO 5: Top Wealth Management CIOs Veterans From World Investment Advisors, Edelman Financial Engines, Choreo, Caprock And Mariner Comprise WSR’s Group Of Recognized CIOs For 2026 By Thomas Lee / 20 Jan 2026
