Texas
Get the latest news and insights on financial regulations, enforcement actions and litigation in Texas.
Bluespring Acquires $920M Ohio Firm
By Rob BurgessWhitaker-Myers Wealth Managers will join Bluespring's River Valley platform, representing $2.4 billion in client assets.
October 19, 2026
Janney Adds $3.5B Houston OfficeThe advisors who joined the wealth management firm were all previously affiliated with Raymond James.
October 16, 2026
Wells Fargo Adds 3 TeamsThese advisors, with a combined $900 million in AUM, joined the employee channel from Truist, Santander and Raymond James.
October 13, 2026
Bluespring Wealth Acquires Family Wealth CounselingThe subsequent merger of Family Wealth with KDI Wealth made sense, Bluespring Wealth President Pradeep Jayaraman says.
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 02, 2026
What Still Scares Retired Clients? SpendingAdvisors share ideas about how to help the timid.
September 29, 2026
15 Best Value Public Universities: 2027The Princeton Review's study focused on academic rigor, affordability and career outcomes for graduates, among other criteria.
September 24, 2026
12 States Where $250K Lasts Longest for Long-Term CareAging Americans face distinct challenges planning for such care no matter where they live, CareScout finds.