Ex-Advisor Sentenced to Nearly 6 Years for Wire Fraud, Identity Theft
By Dinah Wisenberg BrinDean Dellas defrauded a 61-year-old man and his 91-year-old mother, according to a parallel civil complaint.
August 27, 2026
Wells Fargo Steps Up Wealth Hiring After $1.5B RevampAfter a five-year effort, the wirehouse's latest recruiting push is focused on attracting independent advisors.
August 26, 2026
Prudential Individual Life Sales Climb 18%At the top 20 issuers, increased interest in annuities' siblings may have contributed to a 10% increase in the number of policies sold.
August 26, 2026
LPL Lands $1.6B Team From CambridgeConte Wealth selected LPL for its technology capabilities, advisor support resources and ability to help the firm scale.
August 26, 2026
Wells Fargo Joins Morgan Stanley in Halting Use of Forbes, Shook Research RankingsOn Tuesday, Shook Research and Forbes announced they had suspended all rankings and events until 2027.
August 26, 2026
SEC Sends Custody Rule Changes to White House for ReviewThe SEC plan would modernize the regulations around custody of advisor assets, including crypto assets, the filing at OMB says.
August 26, 2026
PRO
This Trust Shields Client Assets From Lawsuits, but Is It Worth It?High-net-worth clients may find Cook Islands Trusts attractive, but there are high costs and domestic alternatives.
August 26, 2026
Vanguard to Buy Wealth Platform Altruist as It Expands in AdviceVanguard, known mostly for its low-fee index funds, will add Altruist's wealth technology and custody platform.