Ex-Ameriprise Client Files Class Action Over Data Incident
By Dinah Wisenberg BrinA lawsuit contends that a cybercriminal group compromised clients' sensitive information.
March 30, 2026
Carson Group Rolls Out New AI Tool for AdvisorsClient Intelligence gives advisors instant visibility into what is happening within a client household, the firm says.
March 30, 2026
Creative Planning to Acquire $5B London RIAThe international acquisition follows a deal for a firm based in Switzerland earlier this year.
March 24, 2026
Sex Workers as Advice Clients: Nontraditional Livelihoods, Familiar Financial NeedsWith Stripper Financial Planning, Lindsey Swanson serves a market niche that skews younger and faces inherent challenges.
March 24, 2026
Mercer Preps Over 10,000 Tax ReturnsThe RIA doubled its tax team last year via M&As to 120 tax professionals, expanding its filing capacity.
March 24, 2026
CFP Board Forms Panel to Study Bachelor's Degree RequirementThe planner group announced changes to its education requirements in January.
March 24, 2026
Hightower Reports Data BreachThe unauthorized access to the firm's systems affected more than 131,400 people.
March 23, 2026
Flourish Launches Mortgage Lending Platform for RIAsThe offering supports home refinancing, cash-out refinancing and new purchase loans of up to $10 million.