Bluespring Wealth Launches RIA
By Rob BurgessBluespring Wealth Management is intended to be a centralized model to handle compliance and other functions, Pradeep Jayaraman says.
May 26, 2026
LPL Financial Adds $1B Cebert WealthThe advisory firm primarily serves residents of The Villages, the central Florida retirement community.
May 22, 2026
Captrust Adds $1.25B Stillwater Capital AdvisorsMike Wunderli, a leader of the North Carolina-based financial services firm, says Pennsylvania is an increasingly attractive market.
May 22, 2026
$3B Wells Fargo Team Launches RIA Gryphon WealthThe Florida-based firm works with TradePMR, led by Robb Baldwin, and will use the BD's Fusion platform.
May 20, 2026
Altruist Prepping Turnkey RIA ModelAltruist CEO Jason Wenk calls the model a "low-cost, simple path to independence."
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.