Deals & Moves: Wells Fargo FiNet, RIA Credent Wealth Add Advisors
In addition, Rothschild Wealth makes a deal for a Chicago-area RIA, Apollon Wealth adds a $200 million firm, and a Bluespring partner firm bulks…
DOJ Seeks to Recover $200K in Tinder Crypto Fraud
Federal prosecutors filed a civil forfeiture action this week to reclaim Tether tokens from an alleged pig butchering operation that defrauded a Massachusetts investor…
People Moves: LPL Appoints New Heads of Supervision, Service
Nationwide promotes leaders in its retirement plans and financial services businesses; AssetMark’s Erin Wood and MarketCounsel’s Brian Hamburger join the FinServ Foundation board; and…
Millions of SAVErs Face College Repayment Choices
The short yet turbulent existence of the federal Saving for a Valuable Education program.
AdvizorPro: More Advisors Left the Industry Than Joined in 2025
“With more and more to be retiring and leaving the industry, we’ve got to backfill a ton, quickly,” said AdvizorPro co-founder and Chief Product…
DOL, White House Near Release of Proposed 401(k) Alts Rule
The proposed Labor Department rule entitled “Fiduciary Duties in Selecting Designated Investment Alternatives” was submitted to the Office of Management and Budget this week.
Mariner Independent Snags Northwestern Mutual Team in Baton Rouge
Alinity Wealth of Baton Rouge made the jump to Mariner’s 1099 channel with an eye toward adding capabilities while maintaining “ownership, autonomy and long-term…
WealthStack Roundup: TaxStatus Launches Tax Tools
Two new tax prep tools launched from TaxStatus, new CTO at Docupace and Alpaca is a unicorn.
In Betterment’s Recent Social Engineering Incident, a Reminder To Be Cyber Prepared
Our technology columnist spoke to cybersecurity experts about how advisors can best avoid similar situations.
Snag a Feature-Packed Gaming Headset for Under $100
Corsair's updated Void Wireless sports Dolby Atmos and a lightweight, breathable fit.