Agency veteran returns to helm 1,000+ staff as regulator sharpens focus on investor harm.

Report reveals wealth managers expect growth of wine within portfolios.

Record tips and whistleblower payouts highlight SEC’s intensified enforcement push.

But inflation and supply chain risks are still dominating underlying market sentiment.

Consultancy flags rapid shift toward software, data and AI-driven industrial value creation

Firms continue talent push with experienced advisors and multigenerational teams.

Naples-based firm backed by Goldman custody, Dynasty platform after $2.4B team exit.

Meanwhile a $1.5B deal sees Fool Wealth formally join Apollon Wealth Management.

Firm continues recruiting push as experienced advisors seek flexibility, support, and growth.

Breakaway move underscores rising demand for control, ownership, and scalable advisory models.