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 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
Newsmakers Sanctuary Recruits Lincoln Advisor Through Enterprise Partner Program Richard LeSavoy Joins Firm’s Network Through Centeras Private Wealth By James Miller / 9 Sep 2025
Newsmakers Cerity To Buy $4.5 Billion Albany Advisory Firm Graypoint Graypoint Serves Over 60 Nonprofits In The Albany Area And Beyond By Jeff Berman / 9 Sep 2025
