Tag: advisors
Field Operations
ICG Next Joins Osaic, Eyes Expansion Through Acquisitions
ICG Next joins Osaic, eyeing expansion through acquisitions, bringing $2.3 billion in assets and 21...
21/10/2026
Industry Contracts
Citizens Bank Sues Ameriprise Over Ex-Advisor’s Client Poaching
Citizens Bank sues Ameriprise over ex-advisor's alleged client poaching and trade secret misappropriation.
20/10/2026
Contractor Spotlight
Apella Wealth buys Blue Spark Capital Advisors
Apella Wealth buys Blue Spark Capital Advisors, expanding its presence in the Northeast with its...
19/10/2026
Contractor Spotlight
Wealth management firms hire new advisors
Wealth management firms may hire new advisors to focus on investment strategy and financial planning...
16/10/2026
Industry Contracts
Altruist adds donor advised funds to platform
Altruist adds donor advised funds to platform, allowing advisors to manage charitable vehicles for clients...
06/10/2026