Wells Fargo has also extended its reach in Alabama with another UBS defection, while Cetera welcomes a breakaway advisor from the wirehouse.
The digital-first family office is doubling down on legal, compliance, and content leadership after crossing $4 billion in assets.
With a goal of hitting $250 billion in assets by 2035, the wealth platform is betting on leadership steeped in advisor transitions and full-service wealth management.
The order for a ban follows guilty plea to wire and investment adviser fraud, with more than $3 million taken from five clients in a multiyear scheme.
Early 2027 estimate points to a 2.8% adjustment to Social Security benefits, which have lagged senior Americans' lived experience on Medicare premiums and uncovered health costs
PE–backed platforms, serial acquirers, and a deeper buyer bench drove record a record 466 wealth management merger deals last year, according to the M&A consultancy firm's latest tally.
Meanwhile, Composition Wealth adds a Hightower leader to its C-suite, and a veteran executive from Osaic comes to bolster Lenox Advisors' planning capabilities.
New 9.9% levy on income above $1 million would layer onto capital gains and payroll taxes, reshaping Washington’s appeal for tech workers and business owners.
Also, Raymond James onboards another Commonwealth team in Wisconsin, while an experienced duo from Ameriprise hops to LPL.
LIMRA data show 2025 annuity sales topping $460 billion as RILAs, FIAs, and fixed-rate deferred products drive growth.
