The Minneapolis-based hybrid RIA opens its first office outside the Midwest as advisor Jennifer McDonald departs Morgan Stanley.
"There's a commitment contractually for not only the brand, but the service model of Commonwealth. It's more than a verbal commitment,” Alex Bartholomew says of LPL's plans for Commonwealth as his $6 billion firm shifts to a hybrid RIA model.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
XYPN's corporate RIA arm hires Andrea Istwan as director of advisor experience as it surpasses $1 billion assets without taking private equity investment.
CEO Ryan Parker says the program supports EP in the industry's "war for talent."
The former Cleveland first baseman says youth sports has become an "arms race" as Congress proposed a bill to restrict private equity in youth sports
The RIA plans to expand its footprint across the U.S. while using AI to free advisors from back-office tasks
The company aims to bring Quicken's budgeting and investment tool tracking to its 20,000-plus advisor network
Top advisors and firms traded spreadsheets for trophies as the financial services industry gathered for a red carpet celebration at the Edison Ballroom in Times Square
Robinhood's World Cup sweepstakes and prediction market discounts are the fintech's latest push to grow its 4.3 million Gold subscribers.
