The FPA's new content hub and conference series aims to help drive planner's AI excitement into practical tools and implementation for day-to-day work.

Also, LPL has scooped a second-generation high-net-worth practice from Osaic, while Ameriprise welcomes a father-son team from Edward Jones to its financial institutions group.

Meanwhile, Prospera has added its first team in Vermont, while Concurrent gets bigger in Texas with a $385 double acquisition.

Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the Financial Planning Association.

Move would sweep many more RIAs and funds into the “small entity” bucket, potentially reshaping how the federal securities regulator designs new rules.

The Nvidia chief’s support for a one-time levy puts him at odds with fellow tech moguls, some of whom are reportedly exiting the state.

The veteran executive will oversee advisor development and planning infrastructure as the Chicago-based RIA leans harder into tax-driven strategies.

Also, a Rhode Island-based UBS team hops to another wirehouse, and another LPL veteran has defected to Cetera in Connecticut.

The move adds an 11-person ensemble to Wells Fargo’s independent network in Long Island as it continues to court elite advisory teams.

Underwritten by a $350 billion valuation, the potential fresh backing from GIC and Coatue would add to pre-existing commitments from Microsoft and Nvidia to invest in the startup.