James McDonald was taken into custody in Port Orchard, Wash. and will face federal charges in Los Angeles. He is accused of losing millions in client funds and fled an SEC subpoena in 2021.

The report shows advisor interest in alternative investments even as some struggle with implementation, according to CAIA Managing Director Aaron Filbeck.

Stonebridge Financial Partners, a Michigan-based team of 18, has joined NewEdge from Carson.

The addition of Del Monte Group represents Allworth’s 18th California location, its fifth deal this year and 36th acquisition since 2018.

Schwab is the fifth-largest issuer of exchange-traded funds in the US, with its nearly $350 billion suite having more than doubled since 2019.

Cox, a former investment analyst at eToro, will be Ritholtz Wealth Management’s first market expert fully dedicated to its advisors.

Requiring greater collaboration, cutting edge technology and enabled workers and partners.