SEC Streamlines French Advisor Registration
By Melanie WaddellThe pathway allows the agency to process new and pending applications received by the French securities commission.
October 15, 2026
Trust & Will Forms Fiduciary Trust CompanyThe unit handles administration, distributions, taxes and recordkeeping while advisors keep managing the investments.
October 14, 2026
Cresset Appoints Joe Zidle as Chief Market StrategistPreviously, he held strategy roles at Blackstone Private Wealth, Richard Bernstein Advisors and Merrill.
October 09, 2026
MassMutual Offers Flourish Cash Through Its Financial ProsIts 6,000 financial professionals can help clients access a high-yield interest rate on held-away cash.
October 09, 2026
RIAs Short of Fidelity's $100M Minimum Have 3 Options: Will TroutEventually, all the big custodians will raise the bar for smaller RIAs, the wealth management strategist predicts.
October 09, 2026
Ascentis Adds 4 Raymond James Firms With Combined $1B AUMCapital Waypoint, Citrus Wealth Management, Impact Financial Strategies and Rooted Wealth Management have been a unified branch since 2022.
October 08, 2026
Smaller RIAs and the New Price of IndependenceFidelity requiring a $100 million AUM level for new and legacy relationships threatens to disrupt advisors' operating strategies.
October 08, 2026
Merit Acquires $1B Commonwealth Team in New YorkMoldenhauer & Associates is the 10th firm formerly affiliated with Commonwealth to join Merit since the LPL acquisition.