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Newsmakers

Breaking news across the wealth management industry

LPL Picks Up $1.1 Billion Team From Wells Fargo

Alpharetta, Georgia-Based Praxis Financial Partners Joins LPL’s Broker-Dealer And RIA Platform

By Jeff Berman

/ 6 Oct 2026

LPL Picks Up $1.1 Billion Team From Wells Fargo

Trilogy Financial Launches Trilogy Tax & Consulting

New Affiliate Will Provide Tax Preparation, Identify Tax Planning Opportunities And Integrate Tax Mitigation Strategies

By WSR Newsroom

/ 2 Oct 2026

Trilogy Financial Launches Trilogy Tax & Consulting

Larry Roth Joins WealthStream Strategic Advisory Board

The Industry Veteran Will Help Guide Enterprise Strategy And Partnerships For WealthStream, The Firm Says

By Jeff Berman

/ 1 Oct 2026

Larry Roth Joins WealthStream Strategic Advisory Board

Prudential Advisors Rebrands As Prudential Wealth Advisors

Prudential Says Rebrand Reflects Shift Toward Broader Wealth Management

By WSR Newsroom

/ 25 Sep 2026

Prudential Advisors Rebrands As Prudential Wealth Advisors

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

Composition Wealth Hires General Counsel And CCO, Head Of Advisors

Invest In Others Honors Advisors For Philanthropy On Its 20th Anniversary

In Its First Two Decades, The Foundation Has Provided More Than $10 Million In Grants And Recognized Over 1,000 Advisors

By Jeff Berman

/ 21 Sep 2026

Apella Adds Over $900 Million In Client Assets With Two Acquisitions

Apella Acquired Longview Financial Advisors In California And Morris Financial Concepts In South Carolina

By Jeff Berman

/ 18 Sep 2026

Apella Adds Over $900 Million In Client Assets With Two Acquisitions

Sanctuary Wealth Expands Leadership Team With Three Hires

Appointments Span Estate Planning, M&A And Advisor Marketing

By Thomas Lee

/ 18 Sep 2026

Sanctuary Wealth Expands Leadership Team With Three Hires

Prudential Advisors’ Brandon Wellman Named U.S. Country Chair Of MDRT Committee

Financial Advisor To Lead MDRT Membership Communications Committee In 2027

By WSR Newsroom

/ 15 Sep 2026

Prudential Advisors’ Brandon Wellman Named U.S. Country Chair Of MDRT Committee

RFG Supports WFA, Volare Merger To Form $750 Million Firm

The Merger Of WFA And Volare Wealth Advisors Creates A 16-Person Team With Offices In Multiple Markets.

By Jeff Berman

/ 10 Sep 2026

RFG Supports WFA, Volare Merger To Form $750 Million Firm

BridgePort Hires Former Osaic M&A Executive Tina Decker

Tina Decker Will Lead The Fee-Only RIA’s M&A Strategy And Execution

By WSR Newsroom

/ 10 Sep 2026

BridgePort Hires Former Osaic M&A Executive Tina Decker

CogniCor Launches New Advisory Board

Six Industry Leaders Join Shannon Eusey On Board As CogniCor Targets RIA Growth

By WSR Newsroom

/ 9 Sep 2026

CogniCor Launches New Advisory Board