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.

In the past few weeks, dozens of former First Republic advisors have fled, landing at Morgan Stanley, UBS, JPMorgan and Rockefeller.

Leverage in the financial system is a systematic precursor to crises.

The series D round brings the custodian’s total funding to more than $290 million; investors include PE firm Adams Street and RIA leaders Ron Carson and Marty Bicknell.

Cresset Real Estate Partners sources private market real estate investment opportunities for high-net-worth investors and family offices. It was a separate company until a partnership was formalized in 2021.