GoFundMe Ignores Own Rules by Hosting a Legal-Defense Fund for the ICE Agent Who Killed Renee Good
The fundraiser for the ICE agent in the Renee Good killing has stayed online in seeming breach of GoFundMe’s own terms of service, prompting…
Category: Online News Press
Supreme Court to Review SEC Power to Recoup Illegal Gains
The justices said they will decide whether the SEC must show identifiable investor harm in order to win “disgorgement” from people and firms found…
MacKenzie Scott Donates $45 Million to the Trevor Project
Jeff Bezos’ ex-wife has made a donation to the LGBTQ+ advocacy group that the organization calls “transformational.”
$1B BFG Snags Commonwealth Duo, Opens N.C. Office
BFG Financial of Kestra has brought on a $150 million advisor duo seeking a succession plan; separately, Raymond James recruited a former Commonwealth team…
Cetera Financial Gatekeeper Departs
Matt Fries, head of investment products and partner solutions, has exited Cetera. His departure was not part of any workforce reduction at the IBD.
Beyond the Plan: How Diversified Practices Boost Profitability
Advisors who integrate retirement and wealth management aren’t just growing faster—they’re building more durable, higher-margin businesses in an era of fee pressure.
Talking Trusts & Estates for Advisors: New Developments in Cryptocurrency
Bryn Mawr Trusts' Jamie Hopkins discusses reporting requirements and tax issues regarding cryptocurrencies.
Zephyr’s Adjusted for Risk: Future-Proofing Your Financial Advisory Business
Zephyr's Ryan Nauman and Advisory Services Network's Tom Prescott discuss wealth management M&A trends, selling practices, private equity impact and AI's role in financial…
