Judge Scraps United Capital's Poaching Case Against Osaic
By Dinah Wisenberg BrinThe court allowed United Capital the opportunity to amend and refile the complaint.
June 17, 2026
$3.5B Team Leaves UBS; $1.2B Advisor Joins FirmBeacon Coast Partners, which serves UHNW individuals and families, is launching an employee-owned RIA.
June 16, 2026
Cresset Appoints Head of Family Office ServicesMark Tremblay, from Bessemer Trust, says regular advisors can take a page from a family office's holistic approach.
June 15, 2026
Meradia Appoints Head of Applied AISwati Gupta says the technology "is a powerful tool, but it's not a Swiss Army knife."
June 12, 2026
Ensemble Practice Names Catherine Williams COOThe former Dimensional Fund Advisors executive will also lead the consulting firm's advisor development program.
June 10, 2026
Hightower Expands Family OfficeAimed at serving UHNW clients, the enhanced offering builds on relationships with NEPC and the family office firm GTBA.
June 09, 2026
Janney Names Inaugural Chief Strategic Initiatives OfficerIn his newly created role, Frank van Etten will report directly to CEO Tony Miller.
June 08, 2026
Carson Acquires $1.1B Osaic AffiliateMichael Belluomini, a Carson executive, said the firms had been in talks on the deal for almost a year.