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The firm's wealth-management juggernaut has lifted Andy Saperstein from a long-shot candidate to a serious contender to replace James Gorman.

Beacon Pointe Advisors closes its largest acquisition of year in New York City and Bridgehampton, N.Y.

OneDigital acquired Huntington National Bank’s 401(k) and retirement plan business this week, while Clearstead Advisors picked up local firm CLS Consulting. The Mather Group and NewEdge Wealth both announced key hires.

The four who registered with Cynosure this week join a growing number of SVB advisors who have departed the beleaguered bank.

Harris also stakes in the NBA’s Philadelphia 76ers, the NHL’s New Jersey Devils and Crystal Palace FC of the English Premier League. 

Mack led Wells Fargo Advisors from 2014 until mid-2016.

The private market investment group's advisory council includes well-known figures like Luminary CEO David Barnard, Ritholtz Wealth Management's Michael Batnick and AdvicePeriod CEO Steve Lockshin.

Atlanta-based Christopher Burns went missing in September 2020 while being investigated by the SEC for allegedly defrauding dozens of clients, and he remains on the run.

A Mississippi woman claimed Morgan Stanley erred when accepting her removal as a beneficiary to her dementia-stricken, de facto mother's estate—as well as ignoring her challenges as they distributed the deceased woman's funds.