Saltus-backed Advies acquires £100m AUA Nicholas Trayford
Intense Life Desires Advies website Saltus-backed wealth manager and Financial Planning firm Advies Private Clients has acquired Financial...
Expense Tracking
How EBITDA multiples are misleading RIA sellers in wealth
Marc Schechter says it was right about the time the RIA he ran hit $1...
Nucleus poaches new CFO from FNZ
Andrew Ring, new Nucleus CFO Platform group Nucleus Financial Platforms has appointed FNZ chief financial...
Ahead of LPL’s Commonwealth deal, nearly 110 advisors depart
When Adam Spiegelman learned in March that Commonwealth Financial Network would be acquired by LPL...
Nitrogen Launches Its Own AI Notetaker (And More Of The Latest In Financial #AdvisorTech – August 2025)
Welcome to the August 2025 issue of the Latest News in Financial #AdvisorTech – where...
Hoxton Wealth acquires £225m AUM expat specialist firm
Trevor Keidan of Infinity and Chris Ball of Hoxton Wealth Fast-growing international Financial Planning firm...
Wyden probes IRS failure to investigate Jeffrey Epstein’s tax planning
Sen. Ron Wyden, D-Oregon, the top Democrat on the Senate Finance Committee, has written a...
Wells Fargo to name Scharf chairman
Wells Fargo announced late Thursday it plans to appoint President and CEO Charlie Scharf chairman...
LPL CEO not surprised by Commonwealth departures
Just a day before his firm’s completed purchase of Commonwealth Financial Network, LPL CEO Rich...
Estate planning strategies and tools for financial advisors
Enjoy complimentary access to top ideas and insights — selected by our editors. Financial advisors...