The reveal of 10 agent templates for banks, asset managers, and insurers comes just after its announced $1.5 billion joint venture with Blackstone, Goldman Sachs, and other Wall Street heavy-hitters.
Elsewhere, a multigenerational team overseeing $650 million strengthens Apollon's Midwest presence, and Merit plants another stake in the Pacific Northwest.
UBS is also expanding its Manhattan complex with a trio of defectors from Morgan Stanley, and Wells Fargo's billion dollar-team binge continues with an ultra-high-net-worth practice in Texas.
Meanwhile, Rise-backed OnePoint BFG brings on a NorthRock alum as its new chief strategy officer, and Bogart Wealth adds its first-ever director of corporate development.
The penalty, a steep discount from what the SEC originally demanded, resolves claims that Musk's late filing let him purchase shares at artificially low prices before his $44 billion takeover.
With three-quarters of wealthy clients now favoring advisors who know philanthropy, a new study maps where the knowledge gaps – and the openings – actually lie.
Among other benefits, CEO Daryl Seaton says the Merchant partnership gives the $6.5 billion RIA capital for its advisor partnership program and compete for M&A targets.
A new survey finds CFP certificants lead the pack on earnings gains, client growth, and career satisfaction — but other designations are close behind.
PE-linked deals accounted for nearly three-quarters of all activity, while US firms accelerated their international push into European and Australian markets.
Meanwhile, a $350 million UBS group launches their own firm with Sanctuary, while advisor-owned hybrid Ameriflex targets succession continuity with a national single-source platform.
