Upmarket Success And Growth Through Tech-Driven Scalability More Machines Make The Advisor More – Not Less – Relevant By WSR Newsroom / 16 Sep 2025
Deals & Recruiting MAI Capital Buys $570 Million RIA Summit Financial Advisors The Acquisition Comes Less Than Three Weeks After MAI Announced Its Purchase Of L.A.-Based RIA Evoke. By Jeff Berman / 16 Sep 2025
Newsmakers Ascentix And SurgeONE.ai Host Inaugural WealthLOGIQ Leadership Event Ascentix Plans Ongoing Series Of Private Leadership Events With WSR As Official Media Partner By Julius Buchanan / 15 Sep 2025
Capital Connections Seek Effective Legal Counsel For M&A Deals Finding The Right Lawyers Early In the Process Will Help Avoid Legal Headaches After The Deal Closes By Larry Roth / 15 Sep 2025
Newsmakers Industry Veteran Mark Casady Joins FMG As Executive Chairman The Former LPL CEO’s Appointment Comes As GTCR Completes Its Previously Announced Acquisition Of FMG By Jeff Berman / 12 Sep 2025
Investment Solutions & Gatekeepers Lincoln And Bain Launch Fund Giving Individual Investors Access To Private Credit The Fund Arrives After The Firms Announced Early This Year A Strategic Partnership On Private Market Funds By Jeff Berman / 11 Sep 2025
Newsmakers SEIA To Buy $1.6 Billion California RIA Select Money Management Is SEIA’s Second-Largest Acquisition Ever By Jeff Berman / 10 Sep 2025
Expert Resources Flexible Independence – A Key Advantage Amid Overlooked Opportunities The Great Wealth Transfer Presents Opportunities For Independent Advisors Who Can Adapt And Remain Flexible By WSR Newsroom / 9 Sep 2025
