Captrust Adds $1.25B Stillwater Capital Advisors
By Rob BurgessMike Wunderli, a leader of the North Carolina-based financial services firm, says Pennsylvania is an increasingly attractive market.
May 20, 2026
Fisher Investments Wins Temporary Block on Two Copycat Domain NamesThe RIA alleges the sites are diluting its trademark in an attempt to trick visitors into entering their data.
May 19, 2026
Orion, Flourish Expand Integration for Held-Away Cash VisibilityThe move supports advisor-client conversations around cash-flow planning, distributions, excess cash management, Orion exec Trent Mumma says.
May 15, 2026
SEC to Remain 'Active' in Pursuing Advisor CasesThe agency will also focus on retail investor fraud, according to its new enforcement chief, David Woodcock.
May 15, 2026
Generative AI Is a Powerful Tool for Advisors, With LimitsThe firms that succeed in using AI agents will be the ones that prioritize effective governance.
May 15, 2026
Why Everyone is Suing the SEC Now — SEC RoundupMarket participants are abandoning the decades-old "settle-and-move-on" playbook, a Vanderbilt Law professor explains.
May 14, 2026
Corient Acquires $7.8B Capital AdvisorsThe firm's principals will become Corient partners upon closing, expected later this quarter.
May 13, 2026
Ex-LPL RIA Employee Sentenced to Life in Prison for Murdering Co-Worker, RoommateRamy Hany Mounir's Fahim's sentence includes no possibility of parole.