Digital estate planning developer Vanilla added a new CEO, CTO, and former Addepar executive to its leadership team.

MAI Managing Partner Rick Buoncore discusses the deals, as well as his plans to build out new trust services and 401(k) verticals at his firm.

New study shows BIPOC need for financial advisors.

The 15-year lease is for roughly 400,000 square feet at Park Avenue Plaza, at 55 E. 52nd St.

The firm has offices in Chicago and Downers Grove, Ill., serves more than 800 clients around the country, and is the latest example of large, $1 billion-plus RIAs coming into the market as acquisition targets.

Bruton, who left Kingswood U.S. in June, will lead Gladstone Group’s strategic growth consulting division.

The agreement would resolve claims over two security breaches that compromised personal information of 15 million current and former clients.

The team joined Private Wealth Asset Management several weeks after two other advisors left Wells Fargo to head a new division at the RIA specializing in clients’ real estate and energy needs.