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Deals & Recruiting

WSRIA Roundup: Carlyle, LPL, Mercer, Savant And More

Acquisitions By Carlyle, Modern Wealth, Mercer, Savant, Emigrant Partners, Corient And LPL; M&A Report From DeVoe; Recruiting By Sanctuary Wealth; Launches By Prairie View And Kintra; And An Appointment By Hightower

By WSR Newsroom

/ 5 May 2026

WSRIA Roundup: Carlyle, LPL, Mercer, Savant And More

Deals & Recruiting

Deals & Recruiting Roundup: Merchant, RFG, Corient, iCapital And More

Acquisitions By Waverly And iAltA. RFG Stakes Zocks. Business Launches By Cetera, Corient And Sowell. Merchant Partnering With Emerge. Recruiting By Osaic, Mariner And Raymond James. iCapital Working With Anthropic. Appointment By Accelerated Wealth.

By Thomas Lee

/ 5 May 2026

Deals & Recruiting Roundup: Merchant, RFG, Corient, iCapital And More

Letters From Larry

Advisor Retention, The Legal Side Of M&A And Regtech Success

Plus Our Deals & Recruiting Roundup, Alignment For Clients, The Next Generation Of Platforms, Sanctuary’s Breakaway Recruit, Hightower’s Purchase, Fiduciary Vs. Suitability Standards And Financial Literacy

By Larry Roth

/ 29 Apr 2026

Advisor Retention, The Legal Side Of M&A And Regtech Success

Deals & Recruiting

Deals & Recruiting Roundup: Hightower, Modern Wealth, Sanctuary And More

Acquisitions By F2 Strategy, Hightower, Wealthspire, Modern Wealth And GTCR; Recruiting By Sanctuary Wealth, Baird, Osaic And Cetera; Kintra And Prairie View Launch; And Appointments By Mercer Advisors

By WSR Newsroom

/ 28 Apr 2026

Deals & Recruiting Roundup: Hightower, Modern Wealth, Sanctuary And More

Letters From Larry

Regulatory Conferences, 20 Years Of Charity And Modernizing Commissions

Plus Our Wealthtech And Deals & Recruiting Roundups, Our Guide To Compliance And Regulatory Conferences, Hue Partners: M&A Confidential, Research By DeVoe And F2, LPL Buying Mariner Advisor Network And More

By Larry Roth

/ 22 Apr 2026

Regulatory Conferences, 20 Years Of Charity And Modernizing Commissions

Wealthtech

Wealthtech Roundup: Jump, Vanguard, BetaNXT And More

News Featuring Jump, Axtella, Lido Advisors, Carson Group, Cambridge, Vestmark, BetaNXT, InvestSuite, Vanguard, FINNY, Wealth.com And TIFIN

By WSR Newsroom

/ 21 Apr 2026

Wealthtech Roundup: Jump, Vanguard, BetaNXT And More

Deals & Recruiting

Deals & Recruiting Roundup: LPL, Corient, Caprock, Osaic And More

Acquisitions By LPL, OnePoint BFG, Wealth Enhancement And Corient; DeVoe’s Report On M&A; Wealth.com’s Capital Raise; Integrated’s Recruiting; Caprock’s Expansion; And Appointments By Docupace, Hightower, Osaic And Oppenheimer

By WSR Newsroom

/ 21 Apr 2026

Deals & Recruiting Roundup: LPL, Corient, Caprock, Osaic And More

Letters From Larry

Celebrating Five Years And Increasing Valuations Through Marketing

Plus Our Investments And Deals & Recruiting Roundups; Insurance Firms In Wealth Management; Modern’s, Soltis’ And Hightower’s Acquisitions; Sanctuary’s And Prudential’s Recruits; BetaNXT’s Enhancements And WealthReach’s Consulting Move

By Larry Roth

/ 15 Apr 2026

Celebrating Five Years And Increasing Valuations Through Marketing

Investment Solutions

Investments Roundup: AssetMark, iCapital, Janus And More

News Featuring AssetMark, iCapital, HFR, InspereX, Morningstar, Goldman Sachs, Canoe, State Street, Harbor Group, Janus Henderson, YCharts And RBC Global Asset Management

By WSR Newsroom

/ 14 Apr 2026

Investments Roundup: AssetMark, iCapital, Janus And More

Deals & Recruiting

Deals & Recruiting Roundup: Emigrant, Merit, Corient And More

Minority Stakes By Emigrant; Acquisitions By Hightower, Wealthspire, Soltis, Corient And Merit; Evertern Wealth Launches; Recruiting By Prudential, Sanctuary And RFG; And Perigon Appoints In The C-Suite

By WSR Newsroom

/ 14 Apr 2026

Deals & Recruiting Roundup: Emigrant, Merit, Corient And More

Letters From Larry

Honoring Top CFOs And Recruiting Solo And Duo Teams

Plus Hue Partners: M&A Confidential, Our WSRIA And Deals & Recruiting Roundups, A New Advice Column, Mercer’s And NorthRock’s Acquisitions, Carlyle Buys MAI, Cambridge’s AI Move, Socium Merges With Amplify Wealth And More

By Larry Roth

/ 8 Apr 2026

Honoring Top CFOs And Recruiting Solo And Duo Teams

Deals & Recruiting

WSRIA Roundup: Savant, Wealth Enhancement, Altruist And More

Acquisitions By Savant, Wealth Enhancement, Aspen Standard And Creative Planning; Investments By Constellation, Rise Growth, Summit, WPCG And HGGC; NewEdge Partners With Stonegate; Gerber Kawasaki Partners With Altruist; Mercer Launching Its Women & Wealth Practice

By WSR Newsroom

/ 7 Apr 2026

WSRIA Roundup: Savant, Wealth Enhancement, Altruist And More

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