The wirehouse-focused aggregator's rollout to more than 100 advisors lands as financial advisors race to add tax and estate planning tools.

Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.

Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.

Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.

Pre-Labor Day payroll numbers surged past forecasts, but muted wage growth keeps strategists split on a mid-September rate hike from the Fed.

Citigroup rounds out its AIMS and private bank leadership as wealth revenue climbs for a ninth straight quarter

Astraeus finds AI-adopting RIAs grew headcount and productivity faster, though compliance concerns around AI oversight persist.

The Minneapolis-based consolidator's addition of a $345 million Anchorage RIA comes as small sellers navigate a volatile 2026 deal market.

The new $10 million minimum marks Schwab's third tightening this year, following Fidelity's earlier pause on new long-short SMA enrollments.

Governor Waller says continued disinflation could justify keeping rates steady at the Fed's September meeting, seemingly in contrast with Chair Warsh's Jackson Hole tone.