Hightower Signature Wealth Selects Dispatch for Client Data Management
By Rob BurgessDispatch is helping the fast-growing wealth platform optimize critical workflows, co-founder Madalyn Armijo says.
September 04, 2026
83-Year-Old Pleads Guilty in $11M Ponzi SchemeThe scam by Barbara A. Hirshfield spanned years and involved over 200 victims, prosecutors said.
September 04, 2026
RIAs Using AI Boosted Hiring, Productivity: StudyMost practices are using the technology for operations, not investment decisions, new Astraeus research finds.
September 04, 2026
Carson Strategist's X Account Locked After Sharing Morgan Stanley ChartRyan Detrick and Nicholas Brown, a financial reporter with Stock Trader Network, had their access temporarily suspended.
September 04, 2026
Envestnet Plans $35M 'Surge' Investment in Tamarac RIA PlatformReport Studio, AI tools, Custom Model Solutions and MoneyGuide integration are among the new capabilities.
September 03, 2026
Pontera Expands Platform to Support Non-Discretionary Retirement AdviceThe announcement comes amid an ongoing dispute over held-away account access.
September 03, 2026
New Bill Requires SEC to Create Life Insurance, Annuity Registration FormsThe CLEAR Forms Act calls for forms tailored to registered non-variable insurance contracts.
September 03, 2026
Sequoia Financial Acquires $2.3B Colorado RIAThe firm's chief acquisitions officer, Kevin Tichnell, said the deal builds on its expanded footprint west of the Mississippi.