Wallet Share The Most Important Client Interaction Happens Before The First Meeting Referrals Start The Prospect On A Due Diligence Process. Your Firm’s Touchpoints On That Path Can Earn The First Meeting. By WSR Newsroom / 26 Aug 2026
Newsmakers LPL Picks Up $1.6 Billion Team From Cambridge Camp Hill, Pennsylvania-Based Conte Wealth Advisors Joins LPL’s Broker-Dealer And RIA Platform. By Jeff Berman / 25 Aug 2026
Upmarket Sagient Mentorship Program Addresses Advisor Shortage Firm CEO And Program Participants Address Program’s Purpose, Structure And Outcomes By WSR Newsroom / 24 Aug 2026
Newsmakers Wealth Consulting Group Surpasses $12 Billion In Assets Independent Wealth Management Platform Sees 27% Growth Rate Since 2025 By WSR Newsroom / 21 Aug 2026
Investment Solutions CAIS Expands Alts Options For Advisors Nearly 40 Alternative Asset Managers Introduced New Strategies On The CAIS Alts Platform Over The Last 6 Months, It Says. By Jeff Berman / 20 Aug 2026
Newsmakers TAG Advisors’ Asset Management Platform Surpasses $2 Billion The TAG Invest Platform Aims To Provide Portfolio Customization At Scale By WSR Newsroom / 20 Aug 2026
Newsmakers Stratos Buys $400 Million Illinois-Based RPI Financial Life Planners The Deal Is Stratos’ 12th Since SEI Invested In The Firm By WSR Newsroom / 20 Aug 2026
Wealthtech FP Transitions Appoints COO As It Launches New Advisor Benchmarking Tool Former Edelman Financial Engines Exec Tom Kimberly Joins FP Transitions As Chief Operating Officer, A New Role At The Company. By Jeff Berman / 19 Aug 2026
Newsmakers MAI Enters Atlanta Market By Adding $490 Million RIA Waypoint Firm Is MAI’s Fourth Acquisition For 2026. By Jeff Berman / 18 Aug 2026
