Meanwhile, Osaic has added another former LPL practice on the East Coast, and Carson helps a veteran advisor from Osaic make a succession-focused transition.
The minority capital raise – also featuring Schwab, BlackRock, JPMorgan, and other existing investors – will fuel AI tech, talent development, and other growth efforts for the RIA platform.
Partnership embeds RISR’s capabilities for modeling valuations, exits, and post-liquidity outcomes into Allworth’s national advisor tech platform.
Proposed Virginia tax hikes would put it on par with other high-marginal income tax states including California and New York, says a new Tax Foundation analysis.
Leaders at Axos and Betterment describe how integrated tech, hands‑on transition support, and modern workflows are helping to win over breakaway advisors.
Meanwhile, Jump and Zocks add a tax data provider and an estate planning platform to their still-expanding circle of AI integrations.
New analysis shows out-of-pocket medical bills are steadily chipping away at Social Security and other income sources.
Captrust is integrating a $2.4 billion high-net-worth team in Kansas as Beacon Pointe breaks past $62 billion with a hat trick of acquisitions.
His exit from the Council of Economic Advisers ends a rare dual role that had raised fresh questions about the Fed’s independence and the Trump administration’s grip on monetary policy.
Selloff grips legal tech and software names with investors reassessing software, private credit, and AI‑exposed holdings across public and private markets.
