A proposed annual surtax on second homes worth $5 million or more has drawn sharp resistance from Griffin's firms — and raises unresolved questions about implementation.
The wealth tech platform's four new hires, including one Holistiplan alum, are expected to scale its vision to connect data, workflows, and execution for wealth firms adopting AI.
The DRAM ETF launched with no seed investors and little fanfare, but a supply crunch in AI memory chips has investors pouring money in at a record clip.
The mega-RIA is acquiring one of its flagship affiliated practices, which has grown from $600 million to nearly $10 billion in assets since joining from Morgan Stanley in 2015.
Selected through a nationwide nomination process, here are the standout US financial planners who embody excellence, integrity, and a strong commitment to helping clients meet their financial goals.
Separately, UBS strengthens its Manhattan presence with a defector from Deutsche Bank, while Cetera welcomes a father-daughter tandem from Osaic.
The appointment gives the private equity-backed firm dedicated merger and acquisition leadership as it works to expand its family office footprint nationwide.
Integrations with FIDx and Luma Financial Technologies extend the firm's digital distribution, including a first-of-its-kind update for the life insurance business.
The Oregon-domiciled RIA brings $11 billion in assets to Fiducient's growing institutional platform, marking the second acquisition by Wealthspire's advisory unit this month.
A new F2 Strategy survey finds that most wealth management firms plan to overhaul their operating models — and one California-based RIA offers a ground-level view of what that actually costs.
