UHNW Institute Launches Single-Family Office Leadership Group
By John ManganaroThe Single Family Office Circle's offerings include unbiased content, peer forums, practice development tools and networking resources.
October 01, 2025
UBS Sues 4 Ex-Advisors With $1.4B Over Non-Solicitation AgreementsThe advisors abruptly left to form Loxahatchee Capital and immediately began soliciting UBS clients, the wirehouse alleges.
October 01, 2025
Biggest Quarter Ever for RIA Deals: DeVoePrivate equity-backed consolidators represented the majority of Q3 activity, fueling consolidation, the consulting firm reports.
October 01, 2025
Osaic Secures 'Exclusive License' for Wealth.com's Family Office SuiteThe partnership prioritizes the support of estate planning needs of advisors’ most affluent clients.
October 01, 2025
'This Is Not Shutdown Lite': Impasse Could Last Months, Strategist Warns"No one truly knows how long this shutdown will last," offers Jeff Bush of The Washington Update.
October 01, 2025
RFG Advisory Taps Dynasty Co-Founder as PresidentEd Swenson left the financial firm in 2023 for an interim role at Osaic before landing at RFG.
October 01, 2025
Judge Denies Merrill's Request to Restrain OpenArc Breakaway TeamMerrill sought to bar 12 advisors from soliciting its clients and from encouraging its employees to leave.
September 30, 2025
Advisor AI Platform Zocks Integrates Holistiplan Tax DataThe firms’ partnership seeks to enable advisors to turn every client interaction into a planning opportunity.