Osaic Exec Disputes Details of Multibillion-Dollar AmeriFlex Split
By John ManganaroReports of a surprise $12 billion exodus are inaccurate, Osaic wealth exec Greg Cornick says.
June 30, 2025
SEC in Talks to Raise AUM Threshold for Advisor RegistrationDiscussions are happening between the SEC and the states, sources say.
June 30, 2025
10 Fastest-Growing ETFs Among RIAsLesser known, specialty ETFs have caught more RIAs' attention, according to new data from AdvizorPro.
June 27, 2025
LPL Cutting 70 Jobs in San DiegoThe layoffs will affect mostly senior and management positions, a local paper reported.
June 27, 2025
SEC Denies Requests to Alter More Texting SettlementsPerella Weinberg Partners and Kroll Bond Rating Agency asked the SEC to “equalize” certain settlement undertakings.
June 26, 2025
Mercer Hits Employee Ownership ‘Milestone’More than half of its roughly 1,300 employees are now equity owners in the $72 billion RIA.
June 26, 2025
Public, Private or PE? Commonwealth Advisors (and Others) Have Decisions to MakeMike Durbin of Cetera talks to ThinkAdvisor about AI, advisor recruiting and why private equity gets a bad rap.
June 26, 2025
Envestnet to Sell Yodlee to PE FirmFinancial advisors will still have access to Yodlee data aggregation technology, the firms said.