Hightower Signature Wealth Adds $1B Synergy Capital Solutions
By Melanie WaddellThe wealth management practice will gain access to expanded operational and investment capabilities.
October 07, 2026
15 Indie RIA Firms With the Most CPAsThe number of firms with 50 or more in-house CPAs has surged since 2021.
October 07, 2026
The Accredited Investor Double Standard: SEC RoundupThe agency has released a plan to broaden who qualifies, yet it's still suing people who would meet those criteria.
October 06, 2026
Aspen Standard Wealth Acquires $1B Louisiana FirmThe addition of Cullen boosts the AUM managed by the RIAs that the aggregator has acquired to $16 billion.
October 05, 2026
How Scammers Use AI to Trick Advisors and ClientsAI makes it far easier to craft believable phishing emails and malicious sites, says Cayla Culver of Schwab Advisor Services.
October 02, 2026
SEC Lays Out Exam Ground RulesA new exam handbook details what to expect, including some new or clarified terms.
October 02, 2026
Wealth Enhancement Acquires $22B RWA Wealth PartnersAfter closing, the independent firm will have over $187.1 billion in client advisory, trust and brokerage assets.
October 01, 2026
Fidelity Sets $100M AUM Minimum for RIAsRIAs with client assets at Fidelity have until June 30 to meet the requirement.