Upmarket Cerulli: Younger Investors Expect To Lean On 401(k)s For Retirement Just 5% Of Gen Z And 16% Of Millennials Expect Social Security Will Be Their Main Source Of Retirement Income. By Jeff Berman / 17 Oct 2025
Wealthtech Report: North American Family Offices Increasingly Embrace AI And Innovation RBC And Campden Wealth Report Says Three Times More Family Offices Are Leveraging AI To Improve Operations This Year Than In 2024 By Jeff Berman / 16 Oct 2025
Newsmakers NorthRock Buys $2.7 Billion California Advisor Team The Firm’s Purchase Of WGG Wealth Partners Strengthens NorthRock’s California Presence And Expands The Reach Of Its Personal Office Model. By Jeff Berman / 15 Oct 2025
Newsmakers Prudential Advisors Establishes New Offices In New York And New Jersey New Offices In Rockefeller Center And Bell Works Intended To Attract New Advisors By Michael Madden / 15 Oct 2025
Newsmakers Hightower Launches Its First National Direct-To-Consumer Advisory Practice The Firm’s Frontier Investment Management Practice Is The First To Join Its New Hightower Signature Wealth Brand. By Jeff Berman / 15 Oct 2025
Newsmakers VestGen Wealth Partners Acquired Six Practices Totaling $1.5 Billion This Second Phase Of Expansion Is Expected To Bring VestGen To $7 Billion In Client Assets By Michael Madden / 14 Oct 2025
Capital Connections Betting Big On Minority Stakes Investments Stan Gregor Of Summit Financial Holdings; Jeff Nash Of Bridgemark Strategies, Louis Diamond Of Diamond Consultants And David Reynolds Of Berkshire Global Advisors Share Insights On The Ins And Outs Of Minority Stakes Investments. By Chris Latham / 14 Oct 2025
Upmarket WSR Honors M&A 5 – Top Wealth Management M&A Professionals WSR’s M&A 5 – Top Wealth Management M&A Professionals Recognizes Leaders From Beacon Pointe, Sanctuary, Green Sail And EP Wealth. By Thomas Lee / 14 Oct 2025
Newsmakers MAI Names Former Focus Financial Exec As Its CMO The Appointment Of Kathleen Alcorn As CMO Is The Latest Step In MAI’s Growth Strategy And Follows Its Recently Announced Purchase Of Evoke Advisors. By Jeff Berman / 9 Oct 2025
