Newsmakers

Sowell Pivoting To High Net Worth With Launch Of Cache River

New Private Wealth Division To Offer ‘Family Office Lite’ Experience

By WSR Newsroom

/ 1 May 2026

Sowell Pivoting To High Net Worth With Launch Of Cache River

Cetera Combines Two Units Into RIA Cetera Planning Partners

The Newly Launched Cetera Planning Partners Merges Avantax Planning Partners With The Retirement Planning Group.

By Jeff Berman

/ 29 Apr 2026

Cetera Combines Two Units Into RIA Cetera Planning Partners

Hightower To Acquire $9.5 Billion RIA The Bahnsen Group

The Purchase Is Expected To Close In The Third Quarter Of 2026, Hightower Says.

By Jeff Berman

/ 24 Apr 2026

Hightower To Acquire $9.5 Billion RIA The Bahnsen Group

$800 Million Team Leaves Merrill For Sanctuary Wealth

California-Based Team Serving HNW Clients Founded Soteris Private Wealth, The Second Merrill Breakaway To Join Sanctuary This Month

By WSR Newsroom

/ 20 Apr 2026

$800 Million Team Leaves Merrill For Sanctuary Wealth

Invest In Others Celebrates 20 Years With A New Phase Of Growth And Innovation

In An Interview With WSR, The Foundation’s President And CEO Discusses Its Founding, How The Industry Views Charitable Giving And How Charitable Giving Is Shaping The Next Generation Of Advisors

By Jeff Berman

/ 15 Apr 2026

LPL To Buy Mariner Advisor Network

In Partnership With LPL, Private Advisor Group Will Acquire Mariner Advisor Network’s Hybrid RIA Business, The Companies Say.

By Jeff Berman

/ 15 Apr 2026

Down Memory Lane: Top 5 Stories For WSR’s First Half Decade

WSR Marks Our Fifth Anniversary This Month With A Look Back At The Top Story For Each Year

By Julius Buchanan

/ 13 Apr 2026

Down Memory Lane: Top 5 Stories For WSR’s First Half Decade

RIA Soltis Acquires Bellevue, Washington, CPA Firm

The Addition Of GDM Private Financial Solutions Strengthens The RIA’s In-House Tax Capabilities, It Says.

By Jeff Berman

/ 9 Apr 2026

RIA Soltis Acquires Bellevue, Washington, CPA Firm

Sanctuary Onboards $260 Million Breakaway From Merrill

Chicago-Area OPT Wealth Management Serves High Net Worth Clientele

By WSR Newsroom

/ 9 Apr 2026

Sanctuary Onboards $260 Million Breakaway From Merrill

Hightower Signature Wealth Acquires $3.2 Billion Massachusetts Firm

Lexington Wealth Management Joins Hightower’s National Direct-To-Consumer Advisory Practice

By Jeff Berman

/ 8 Apr 2026

Hightower Signature Wealth Acquires $3.2 Billion Massachusetts Firm

Prudential Onboards Two Advisors Totaling Over $300 Million

Keith Loegering Joins From RBC And Brian Montalbano Joins From Synovus

By WSR Newsroom

/ 8 Apr 2026

Prudential Onboards Two Advisors Totaling Over $300 Million

Modern Wealth Enters Florida Market With Purchase Of $1.2 Billion Ex-LPL Affiliate

The Firm’s Purchase Of Plantation, Florida-Based Legacy Wealth Management Closed On March 20.

By Jeff Berman

/ 3 Apr 2026

Modern Wealth Enters Florida Market With Purchase Of $1.2 Billion Ex-LPL Affiliate

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