Hightower Adds 3 Practices With $5B to Signature Wealth Channel
By Michael S. FischerThe branded RIA unit has grown to $35 billion in AUM since its launch in March 2025.
June 29, 2026
Supreme Court Rejects Bid to Review SEC's Rescinded 'Gag Rule'The now-rescinded SEC policy forced people and companies settling enforcement cases to never publicly criticize or contest SEC claims.
June 26, 2026
Judge Scraps United Capital's Poaching Case Against OsaicThe court allowed United Capital the opportunity to amend and refile the complaint.
June 24, 2026
Commonwealth Hit With Class-Action Suit Over Cash SweepsThe complaint claims breach of fiduciary duty, breach of contract, violations of consumer protection statutes and unjust enrichment.
June 24, 2026
Edward Jones Partners With Fraud Alert PlatformCarefull helps monitor client accounts for warning signs such as suspicious transactions.
June 23, 2026
Why Early Retirement Can Be a Smart Tax MoveW-2 earnings, planner Sean Mullaney argues, carry a much higher tax burden than drawing on assets.
June 23, 2026
Mercer Global Advisors Exceeds $100B in Client AssetsThe client assets represent over 42,000 families.
June 22, 2026
New Planners Are Being Shut Out of RIAs Despite Advisor ShortageIt's not just because of AI, New Planner Recruiting co-founder Caleb Brown tells ThinkAdvisor.