Serving as interim division head since 2022, Price will oversee organic growth and an accelerated acquisition strategy at the $10 billion firm.

Plaus, who announced his retirement from Merrill Lynch last February, will lead Citi Private Bank North America. He succeeds Halé Behzadi, who will be retiring at the end of March.

In addition to SmartAsset’s news, Advzyon has hired a Morningstar and Schwab veteran and F2 has acquired a marketing firm.

Beltz Ianni & Associates left LPL to become the sixth firm acquired by the independent RIA since its April 2023 debut.

Lance and Gideon Drucker, who had been with Hornor, Townsend & Kent for over 40 years, will use Fidelity and Altruist for custody, and PKS for brokerage business.

Use of interval funds, BDCs, non-traded REITs and tender offer funds by the wealth channel has significantly increased in the past decade.

But for now, the law remains in effect for everyone except the plaintiffs in this case.

Casady’s venture capital firm, Vestigo Ventures, has invested in Foundation Source.