The wealth tech platforms are expanding their offerings for advisors with new philanthropic and estate planning integrations.
The co-founder of Oracle's net worth is now nearly $400 billion.
Gregory Kadet and Cecily Bolding have been given managing director roles at the firm's private wealth offices in the Rocky Mountains and Dallas, Texas.
From a performance-first mindset to high-touch service and talent development, the inaugural report on top-performing firms shows how top firms achieve significant asset and client growth.
The former Colorado resident allegedly caused private funds his firms advised to make detrimental short-term loans without investors' knowledge, among other fiduciary breaches.
The approved compensation would be on top of an even larger $133 million fair fund set up in a related SEC settlement, according to lawyers for the aggrieved investors.
An ex-Ameriprise duo has also joined LPL in Virginia, while Raymond James welcomes advisors from Edward Jones and Oppenheimer to its network.
From next-gen advisors to firm leaders and CEOs, these professionals are raising their voices and helping to drive change in the wealth industry.
The annual revision, indicating 76,000 fewer jobs added per month across sectors, marks one of the largest negative adjustments in years.
Also, a triple-deal propels Beacon Pointe to reach a $48 billion asset milestone, and Bluespring merges in another Kestra firm.
