Strategic Retirement Plans becomes at least the fifth former Commonwealth practice to leave for Merit Financial Advisors since Commonwealth's sale to LPL last year.
Vitals AI, spun out of Csenge Advisory Group, is closing after running into the technical and financial burden of integrating with the fragmented advisor tech stack landscape.
The lawsuit comes amid a string of recent cyberattacks against wealth firms including Mercer Advisors, Edelman Financial Engines, Beacon Pointe, CW Advisors, Betterment, Pathstone, EP Wealth, Cetera and Ameriprise.
As Michael Jordan's 23XI Racing drives Robinhood-sponsored cars to the top of the NASCAR standings, fans can also use Robinhood's app to wager on race outcomes and other sporting events.
After bringing in The Carlyle Group as majority owner, MAI CEO Rick Buoncore expects the $73 billion RIA to target another wave of Evoke Advisors-scale deals as it expands into new markets.
Hamilton Capital CIO Alonso Munoz says athletes lack mechanisms to defer NIL income and suggests allowing them to participate in university-style retirement plans.
Iranian attacks are disrupting Dubai’s financial operations, prompting advisors to assist with client exit planning. “We faced a client wanting to move out of Dubai with physical assets such as gold, which became effectively immobile,” says Wealthspire’s Joshua Shoshan.
WealthReach’s Attract monitors an RIA's website to produce automated content and landing pages designed to boost a firm's visibility on Google, ChatGPT and other AI platforms.
Ally Invest marketed its robo-advisor accounts as a no-fee offering, but relied on a 30% cash allocation on client portfolios to generate revenue for its bank and broker-dealer affiliates for nearly six years, according to the SEC.
Edward Jones reduced home-office staff by 4.5% in 2025 while using India-based contractors for digital and operations support, part of the industry's broader offshoring trend as LPL Financial opened its tech support center in India earlier this year.
