Carson Launches Tax Strategy With Acquisition of $385M RIA
Carson Group is launching a tax strategy program for advisors, seeded through its acquisition of Taylor Financial, a Franklin Lakes, N.J.-based…
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Kestra Names Wealth Management Head as Next President
Kestra Financial’s current Wealth Management Head John Amore will become the firm’s president starting in April. He’ll succeed current president…
Experience Wealth recognized as a Best-in-State Wealth Management Team by Forbes
Experience Wealth, a private wealth advisory practice with Ameriprise Financial in Iowa City, was named to the list of “Best-in-State…
Michael Rubenstein Joins UBS Private Wealth Management in Florida
The responsibilities of Rubenstein, who will be based in Naples, Florida, will include business development, relationship management, trust and estate…
MAI Acquires $662M California Firm
MAI Capital Management, a Cleveland-based registered investment advisor with about $30.3 billion in assets under management and advisement, has acquired…
Key wealth management legal cases to watch in 2025
This year may not bring as many consequential Supreme Court decisions as the last one for financial advisors, but there…
Stephen Langlois stepping down as Kestra Financial bares transition plans
From left: Kestra Financial President Stephen Langlois and John Amore, head of wealth management. With plans to retire, the outgoing…
Kestra Financial Promotes John Amore to President
John V. Amore AUSTIN, Texas–(BUSINESS WIRE)–Kestra Financial, an industry-leading wealth management platform, today announced that John V. Amore, the firm’s…
Wealth Enhancement acquires Ohio RIA Danison & Associates
The deal adds Danison & Associates’ team, including two advisors and two support staff, to Wealth Enhancement. Credit: MMD Creative/Shutterstock.…
Raymond James Alleges Former Intern Ran Harassment Campaign
Raymond James is suing a former summer intern who the firm alleges ran a scorched earth campaign of fabricated email…