Wealthtech Scaling Smart: How RIA Acquirers Are Building Centralized Services In A Digital Era CEOs Discuss Factors Affecting Scale And Tech Integration, Including AI, Proprietary Technologies And Integrated Service Models By WSR Newsroom / 30 Jul 2026
Capital Connections Berkshire Global: Wealth Management M&A Surges Toward Another Record Year Deal Activity Jumped Nearly 40% In The First Half Of 2026 As Firms Pursued Scale, Recapitalizations And Growth. By Thomas Lee / 23 Jul 2026
Capital Connections Beyond Private Equity: What RIA Owners Need To Know As The Buyer Landscape Expands What To Expect As Sovereign Wealth Funds And Insurance Carriers Move Into The RIA Space By WSR Newsroom / 22 Jul 2026
Capital Connections DeVoe: RIA Buyers Predict Valuations Won’t Increase In Second Half Of 2026 The RIA Sector Announced 167 Transactions Through June, Making It The Strongest First Half Ever, The Firm Says. By Jeff Berman / 17 Jul 2026
Capital Connections Guide To Industry Conferences: M&A What You Need To Know About DeVoe & Company’s M&A+ Succession Summit And The ECHELON Partners Deals & Dealmakers Summit By Thomas Lee / 13 Jul 2026
Capital Connections Why Legacy And Vision Should Drive Advisor M&A Selling An Advisory Firm Is About More Than Maximizing Price. Advisors Who Prioritize Legacy, Culture, Clients And Long-Term Continuity Are More Likely To Find A Buyer Who Protects What They Spent A Lifetime Building. By Larry Roth / 7 Jul 2026
Capital Connections Cerulli: Advisors Look To M&A For Scale And To Keep Up With A Changing Industry Consolidation Is Accelerating As The RIA Market Nears $4 Trillion. By Jeff Berman / 11 Jun 2026
Capital Connections Navigating The Emotional Side Of M&A M&A Evokes Issues Of Identity, Client Care, Control Vs. Freedom, Life After The Sale And Personal Clarity. By WSR Newsroom / 20 May 2026
Capital Connections RIA Buyers That Stop Pitching Start Winning Why The Best Deals Aren’t Won On Logic Alone And How Buyers And Sellers Can Use Storytelling To Build Trust, Create Connection And Get Deals Done By WSR Newsroom / 18 May 2026
Capital Connections From Manual To Scalable: How AI Is Reshaping RIA Businesses AI Can Scale RIAs And Increase Valuations Through Scalability, Transferability And Operational Maturity By WSR Newsroom / 11 May 2026
Capital Connections ECHELON: Q1 Was The Most Active Quarter Ever For RIA M&A Deals There Were 142 Transactions Announced In Q1, Surpassing The Previous High Of 125, The Firm Said. By Jeff Berman / 7 May 2026
Capital Connections Bridging Alternative Investments And M&A M&A Opens Doors To Alternatives, Which Firms Can Use To Grow Via A Strategy Including Education, Scale, Quality, Trust And Centralization By WSR Newsroom / 4 May 2026
