Focus "hub” firm Kovitz is buying a partner affiliate in Chicago, while Creative Planning scoops up a Texas team.

With the deal, EP grows its assets by nearly $1.2 billion in Central California.

Vincita Investment Partners is the latest firm to join Sanctuary’s “partnered independence” model.

The wirehouse filed a suit against Gregory Chevrier, claiming he was draining revenue going to the widow of a Morgan Stanley advisor by luring clients away.

After passing $7 billion AUM in 2024, ASN adds two teams and another $135 million in assets.

In a gender-based look at retirement savings, the bank found some signs of improvement amid ongoing challenges faced by women.

Christopher Turean used the money he embezzled from an unnamed client to gamble and pay down a home equity loan, according to the Department of Justice.

Plus multiple enhancements at Interactive Brokers; FP Alpha and PreciseFP partner, and EagleBrook, Franklin Templeton expand their relationship.

Investing in venture capital funds targeting tech start-ups carries high risks and requires a tolerance for decades of illiquidity. But all it takes is one outperforming company to make it worth it.