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Kristy Britt will take over from outgoing CFO Jon Frojen, and will be based at Osaic’s headquarters in Scottsdale, Ariz.

Private equity firm Warburg Pincus exits its investment in Kestra after five years, while Stone Point returns as majority owner.

The suits filed in New York’s Southern District were filed the same day Wells Fargo revealed a $128 million loss in net interest income after the firm raised its sweep deposit rates.

PEAK, which has 120 advisors and about $1.2 billion in assets under advisement, will operate as a separate subsidiary of Thurston Springer.

AlTi CEO Michael Tiedemann says his firm raised a “whopping $980,000” going public via SPAC, but it created a permanent path for the business.

Hamers, 58, is an external senior adviser at Arta Finance, a digital-wealth platform leveraging artificial intelligence in an attempt to bring family office-style investing to the masses.

Those advisors in the UHNW space without philanthropic planning services and understanding could be "left behind" by 2030, according to Daylight Advisors CEO Dien Yuen.

Technology enables better human interactions; it does not replace them, writes the head of Axos Clearing.