JLS Sales Academy

06/07/2026

Pathstone Merges with $12B Mill Creek Capital Advisors https://www.wealthmanagement.com/ria-news/pathstone-merges-with-mill-creek-capital-advisors?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Pathstone merges with Mill Creek Capital Advisors, expanding its Philadelphia presence to $30 billion in assets and 120 employees

06/07/2026

Uyeda Says SEC Focused on RIA Fiduciary Process, Not Product Choice https://www.wealthmanagement.com/regulation-compliance/uyeda-says-sec-focused-on-ria-fiduciary-process-not-product-choice?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

SEC Commissioner Mark Uyeda told a roomful of advisors that this SEC puts trust in RIA professional judgment over a “prescriptive” government prescription.

06/07/2026

There Are 6 Pillars That Support The Achievement Of 7-Figure Wealth. Learn More About These 6 Pillars. Ph:1-833-481-1239 https://www.jlssa.com

06/07/2026

Zephyr's Adjusted for Risk: What You Need to Know About ETF Share Classes https://www.wealthmanagement.com/investment-news/zephyr-s-adjusted-for-risk-what-you-need-to-know-about-etf-share-classes?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Victory Capital's Mannik Dhillon discusses how industry consolidation is driving ETF adoption and what advisors need to know

06/06/2026

AI Vendors, RIAs Struggle With Temptation to 'AI Everything' https://www.wealthmanagement.com/artificial-intelligence/ai-vendors-face-mission-creep-warning-from-firms?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Wealth management tech leaders warn AI providers are straying from core competencies as firms struggle with data integration

06/06/2026

Webull Adds Mutual Funds to IRA Accounts https://www.wealthmanagement.com/mutual-funds/webull-adds-mutual-funds-to-ira-accounts?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

The online investment platform is rolling out professionally managed mutual funds for retirement accounts in beta

06/06/2026

RIA Marketing Leader Tina Powell Passes Away https://www.wealthmanagement.com/ria-news/tina-powell-marketing-leader-dies-after-cancer-battle?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Tina Powell was a partner and chief of community at Intention.ly and a respected voice in wealth management marketing and social media.

06/06/2026

FINAL EXPENSE MASTERY, SHORT-TERM CARE MASTERY, CROSS-SELLING SECRETS are just 3 of the LiveTraining Courses at JLS Sales Academy. Visit Our Website to Learn More About Each Course Today! Ph:1-833-481-1239 https://www.jlssa.com

06/06/2026

Deals & Moves: Sanctuary Lands Father-Son Merrill Breakaway https://www.wealthmanagement.com/ria-news/deals-moves-sanctuary-adds-two-rias-overseeing-645m-combined?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Also, Waverly grows to $35.5B; $14B Soltis adds a Midwest RIA; Mariner deals for entertainment industry-focused RIA; and Osaic’s CW grows in California.

06/05/2026

$1.2B Maridea Brings Tax Prep In-House, Adds Fidelity as Custodian https://www.wealthmanagement.com/ria-news/-1-2b-maridea-brings-tax-prep-in-house-adds-fidelity-as-custodian?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Upstart RIA aggregator Maridea made the moves via advisor acquisitions as it continues to scale in size and services.