Capital Connections DeVoe: RIA M&A Activity Is Down 19% So Far In Q3 As Of Tuesday, 72 RIA Deals Had Been Announced In Q3, Down 19% From A Year Ago By Jeff Berman / 25 Sep 2026
Newsmakers Prudential Advisors Rebrands As Prudential Wealth Advisors Prudential Says Rebrand Reflects Shift Toward Broader Wealth Management By WSR Newsroom / 25 Sep 2026
Words In Edgewise Jason Roberts On ERISA Compliance And The Retirement Plan Business The Pension Resource Institute Founder And CEO Discusses How Firms Approach ERISA Compliance And Where Retirement Plans Fit In Wealth Management By WSR Newsroom / 24 Sep 2026
Wealthtech Regtech Surge: AI Will Be Controlled As Long As Humans Can Pull The Plug Human Oversight Must Be Qualified, Documented And Repeatable For AI-Enabled Compliance By WSR Newsroom / 24 Sep 2026
Wealthtech Savvy Wealth Launches New RIA Custodial Platform Savvy Custodial Platform Enables Independent RIAs To Onboard Clients In As Little As 90 Seconds And Move Assets In Just A Few Clicks, The Firm Says By Jeff Berman / 24 Sep 2026
On The Rise Women Advisors On The Path To Ownership Women Executives From OpenArc, Steadmont And Cyndeo Discuss Transitioning To Independence By Jeff Berman / 23 Sep 2026
Newsmakers Composition Wealth Hires General Counsel And CCO, Head Of Advisors Gabrielle Glemann Becomes General Counsel And CCO While Joe Salcido Becomes Head Of Advisors By WSR Newsroom / 23 Sep 2026
Upmarket How RIAs Can Build A Podcast That Actually Works Industry Experts Offer Practical Advice On Choosing Hosts And Guests, Creating Compelling Content And Measuring Whether A Podcast Delivers Results. By Thomas Lee / 22 Sep 2026
Upmarket TAG Advisors: Proudly Building On Its OSJ Bona Fides TAG Advisors CEO Gregory Raines Discusses Why The Firm Retains Its OSJ Model And How It Supports Advisors By WSR Newsroom / 22 Sep 2026
