The firm has welcomed a team from Walnut Creek, California, that was previously with Cetera Advisors.
The platform automates processes such as new account onboarding, portfolio recommendations, and personalized financial planning.
HighVista Strategies is acquiring the US private markets business of abrdn Inc.
A family of three advisors has joined the firm, its second expansion in the region in the past two months at the expense of Edward Jones.
With personal finances under strain for millions of Americans, most are wishing they had done things differently.
Investor sentiment is rising along with expectation of the Fed navigating a soft landing.
Duo joins the employee advisor channel, while another $250M team chooses LPL’s platforms.
Cirrus Wealth Management has $387 million in assets and a team of 12 led by a 30-year veteran of the industry.
Eliyahu Weinstein of Lakewood, New Jersey, and five others are charged with defrauding investors in health care-related deals.
The firm has given its support to the National LGBT Chamber of Commerce and the LGBTQ+ advisor business community.
