Adviser duo managing $400 million exit Fieldpoint Private for Treasury Partners

With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.

Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.

Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.

The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.

The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.