Former Marcum Wealth managing director Wendy Eldridge alleged gender bias and shareholder oppression, with claims also tied to earlier Hightower acquisition talks before Marcum was sold to Wealth Enhancement last year.
Nicholas Wealth says the ETF can isolate Bitcoin’s overnight alpha while reducing exposure to global market volatility during trading hours.
Goldman’s shifting approach to wealth management has included reorganizations, the United Capital buy-and-sell, a short-lived robo-advisor and frustrating client constraints, as described by Farther's new family office head Ben Seidenstein.
The investment marks the latest move by the New York-based capital partner, which now backs more than 20 wealth management firms.
Investors sue private mortgage fund, allege $74M funneled to insiders
The deal marks Corient's second acquisition of 2026 as the mega-RIA pushes toward $450 billion in combined assets.
Brighton Jones' Kaycee LeCong breaks down why domicile changes are harder than most clients expect — and why the real planning work has to begin well before 2028.
Eric Franklin, who started Prospero Wealth after a career at Amazon, says Washington's new millionaire tax has clients discussing moves and could eventually push his own RIA to relocate.
Paul Bodnar takes the helm at CM Wealth after a decade-long succession plan, while Perigon brings on its first chief people officer as the firm scales past $11 billion in client assets.
Naples-based firm backed by Goldman custody, Dynasty platform after $2.4B team exit.
Lexington Wealth Management becomes the second external acquisition for HTSW, pushing the mega-RIA's W-2 advisory platform past $29 billion in assets.
Strategic Retirement Plans becomes at least the fifth former Commonwealth practice to leave for Merit Financial Advisors since Commonwealth's sale to LPL last year.
Breakaway move underscores rising demand for control, ownership, and scalable advisory models.
No PII has reportedly been breached, but advisors and wealth tech execs say it should raise tough questions about data security and AI vendor risk management.
Firms continue to attract advisor talent to expand market presence and reach.
Deal expands the firm’s presence in Michigan and follows multi-billion-dollar additions in March.
Capital infusion and strategic support aim to boost growth while preserving independence.
The lawsuit comes amid a string of recent cyberattacks against wealth firms including Mercer Advisors, Edelman Financial Engines, Beacon Pointe, CW Advisors, Betterment, Pathstone, EP Wealth, Cetera and Ameriprise.
Elsewhere, Carson Group bolstered its presence in Washington while Integrated adds a $600 million Ameriprise team in Denver.
Internal veteran will take interim control of the $93B wealth manager.
