Focus Partners Acquires $9.4B RIA Firm in L.A.
By John ManganaroChurchill Management is the first external firm that the aggregator has added since its rebrand.
May 28, 2025
Ritholtz Wealth Opens New Chicago OfficeThe new location hosts 13 full-time employees, with plans to expand soon.
May 28, 2025
Two Client Couples Sue Advisor Over Risky StrategiesThe advisor recommended triple-leveraged ETFs and let an algorithm panic-sell clients' stocks, the suit alleges.
May 27, 2025
FSI Launches Next-Gen Career WebsiteFinancialCareers.org is an online career center that connects qualified job seekers with firms.
May 22, 2025
Advisor Gets 10 Years in Prison for Stealing $2M From Elderly ClientsJulie Anne Darrah convinced clients "she would take care of them in their older years like a daughter," authorities said.
May 22, 2025
Hightower Stakes $2B Aviation-Focused Wealth GroupThe 34-member practice is based in Dallas.
May 21, 2025
Osaic Taps Community Capital Tech for Loan, Banking ServicesThe advisor network is integrating CCT’s proprietary banking platform and national loan origination network.
May 20, 2025
Schwab Debuts Program to Help Advisors Start Their Own RIAsSchwab Advisor ProDirect, opening in July, aims to help advisors go independent and grow their firms quickly.