Spotswood, who has led day-to-day operations of RFG for the past nine years, succeeds founder Bobby White, who moves into an executive chairman role.

Uptick Partners debuts with an Alabama-based team as its first breakaway. Its goal is to help non-protocol, captive advisors go independent.

Among its new recruits is a team from Goldman Sachs Personal Financial Management.

James agreed to a two-year, $104 million deal with the Los Angeles Lakers, putting his net worth at almost $1.5 billion.

Dan and Olivia Countiss have launched their new practice, Countiss Wealth Management, and join from Edward Jones.

His two daughters accuse their brother of mishandling their late father’s assets

Rianka Dorsainvil has launched YGC Wealth, while Lazetta Braxton has moved on to The Real Wealth Coterie.

The alternative investment manager was among the first to launch an interval fund in 2019, with a focus on private credit.