Capital Connections 2026 M&A Outlook: A More Disciplined, More Active Landscape Succession And Scale Are Driving M&A. Valuations Are Holding Steady While Deal Structures Are Changing. Plus Three Steps For Sellers To Maximize Value By WSR Newsroom / 20 Jan 2026
Investment Solutions Cerulli: Asset Managers Face Competing Demands Across Products And Asset Classes The Research Firm Expects Separate Account Strategies To Grow In Use Across Channels While Tax Optimization Importance Increases By Jeff Berman / 20 Jan 2026
Newsmakers Sanctuary Partner Alluvial Adds $190 Million Ohio-Based Advisor Bryan Blackburn To Become Co-Owner Of Alluvial’s Cleveland Business By WSR Newsroom / 20 Jan 2026
Newsmakers Raymond James To Buy Clark Capital The Acquisition Of Philadelphia-Based Clark Capital Will Add Over $46 Billion In Assets To Raymond James, The Firms Say By Jeff Berman / 16 Jan 2026
Beltway & Beyond FSI Names Christine Byrne Board Chair For 2026 First Female Advisor to Lead In Group’s 22-Year History By WSR Newsroom / 15 Jan 2026
Newsmakers Bluespring Buys Kestra-Affiliated Firm Front Porch Financial Front Porch Merges With Existing Bluespring Partner Firm U.S. Financial To Create $1.7 Billion Firm By Jeff Berman / 15 Jan 2026
Upmarket Integrated Service, Not Flashy Investments, Key To Winning Over UHNW Clients Cerity Partners Family Office Co-Founder Justyn Volesko Says Experience Serving Goldman Sachs Partners Sets CPFO Apart From Competitors By Thomas Lee / 15 Jan 2026
Newsmakers World Investment Advisors Hires Osaic’s Tyler Mahoney As CFO Mahoney Will Support The Firm’s Growth And Acquisitions By Michael Madden / 14 Jan 2026
