$2.2B Carnegie Private Wealth Restructures Compensation with Longevity in Mind
Carnegie Private Wealth, which is in LPL’s corporate RIA channel, hired a human resources firm to develop a profit-sharing compensation structure it believes will…
Category: Wealth
Deals & Moves: &Partners Recruits $950M Virginia Team From Wells Fargo
Mariner also acquires a property and casualty insurance provider; Ashton Thomas adds a $460M RIA in its backyard; and Emigrant seeds a family office…
Robinhood Goes Live With Pilot of Advisor Referral Program
Under the Robinhood Advisor Network, which will be launched more broadly in the second quarter, RIAs will pay a portion of the gross revenue…
New York Broker Pleads Guilty To Fraud, Identity Theft
Dean Dellas faces a lengthy prison sentence after pleading guilty to a scheme to defraud a client he met during his time as an…
Celebrity Estates: Rethinking Estate Planning for the Childfree with Dr. Jay Zigmont
Dr. Jay Zigmont explores the estate of Coco Chanel to detail how childfree and permanently childless adults face unique estate and long-term care considerations.
Fidelity: Position Portfolios for Resiliency to Navigate Volatility
Fidelity’s analysis of more than 3,000 advised portfolios at the end of 2025 found a 72% allocation to equities and heavy use of ETFs.
RPAs Face Growing Competition from Wealth Advisors over 401(k) Participants
Convergence of wealth and retirement at work is attracting more financial advisors
Edward Jones Wins FDIC Approval to Open In-House U.S. Bank
The FDIC and Utah regulators approved Edward Jones’s application to launch its own bank and loan company, a project the firm has been pursuing…
Unregulated Private Family Trust Companies Aren’t Just For the Ultra-Wealthy
Popularity is growing among families with net worths as low as $15 million.
Unregulated Private Family Trust Companies Aren’t Just For the Ultra-Wealthy
Popularity is growing among families with net worths as low as $15 million.