adminExperience Wealth, a private wealth advisory practice with Ameriprise Financial in Iowa City, was named to the list of “Best-in-State …
Michael Rubenstein Joins UBS Private Wealth Management in Florida
The responsibilities of Rubenstein, who will be based in Naples, Florida, will include business development, relationship management, trust and estate …
MAI Acquires $662M California Firm
MAI Capital Management, a Cleveland-based registered investment advisor with about $30.3 billion in assets under management and advisement, has acquired …
Key wealth management legal cases to watch in 2025
This year may not bring as many consequential Supreme Court decisions as the last one for financial advisors, but there …
Stephen Langlois stepping down as Kestra Financial bares transition plans
From left: Kestra Financial President Stephen Langlois and John Amore, head of wealth management. With plans to retire, the outgoing …
Kestra Financial Promotes John Amore to President
John V. Amore AUSTIN, Texas–(BUSINESS WIRE)–Kestra Financial, an industry-leading wealth management platform, today announced that John V. Amore, the firm’s …
Raymond James Alleges Former Intern Ran Harassment Campaign
Raymond James is suing a former summer intern who the firm alleges ran a scorched earth campaign of fabricated email …
Perigon Enhances Advisor Support Through Goldman Sachs Partnership
Perigon Wealth Management – a rapidly growing independent wealth management firm with offices nationwide and about $8.7 billion in client …
Focus Financial Partners Rebrands Hub Firms
RIA aggregator Focus Financial Partners has announced a new corporate brand and brand structure for its “hub” firms, giving those …
Top 3 Predictions for 2025 From A Venture Capitalist
Following years of regulatory overhangs, economic pressure and innovation transitioning to other parts of the world, the digital assets market seems …