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
Newsmakers IFG Adds Maryland-Based Advisors From Commonwealth The Baltimore Area Recruits Have A History Of Collaboration By James Miller / 9 Oct 2025
Upmarket Behavioral Finance: A Bridge To Better Connect Advisors And Clients Experts Discuss Behavioral Finance And Its Benefits To Advisors And Clients By Janeesa Hollingshead / 9 Oct 2025
Newsmakers Cetera Recruits $1.1 Billion New Jersey Advisor Team From Commonwealth King Financial Network, A 14-Person Team In Manalapan, New Jersey, Joins Cetera’s Summit Financial Networks. By Jeff Berman / 8 Oct 2025
Newsmakers Edelman Financial Engines Buys $300 Million Wisconsin RIA The Acquisition Of Hasenberg Financial Group Expands EFE’s Midwest Footprint And Strengthens Its Estate Planning Services. By Jeff Berman / 7 Oct 2025
