Advisor Robert Moon, who managed $500 million at Merrill Lynch’s Private Banking and Investment Group, joins Rockefeller's Global Family Office.

The new United Capital has $20 billion in total assets, 125 advisors, its own ADV and a management team pulled from both Creative Planning and Goldman Sachs.

The upcoming service will focus on investors who do not currently meet the asset minimums at most firms.

Christopher Fineburg and Teresa Armel have left Rockefeller Global Family Office, which has become one of the most sought-after options for UHNW advisors, to join Next Capital Management.

Sequoia Sentinel represents about 55% of the firm’s assets and serves clients with a minimum of $20 million.

Effective later this year, FCASH will be the only sweep account option for all new, non-retirement brokerage accounts opened by custody clients.

The deal is the latest example of Choreo partnering with a CPA firm that owns an RIA.  

The nation's largest custodian by AUM has cut more employees after concluding TD merger.

The deal adds over 350 retirement plans and about $13 billion in assets to Creative Planning’s existing retirement plan services team.

Allworth’s outgoing CEO Scott Hanson discusses the future of the firm, the custodial landscape and why it was important to find a CEO who was not only well-liked, but who had experience creating value.