WealthManagement Edge

This will likely become a much larger relationship for the clearing and custody firm as Arax continues to acquire and scale its wealth management business.

A report from insurance broker Golsan Scruggs shows large increases in claims involving both the suitability standard and wire fraud in 2023.

This marks Focus’s second intra-partnership merger as part of its new 'hub' strategy, and it will create a $31.5 billion RIA.

Goldman Sachs Advisor Solutions continues to build out its tech stack and overall offering for RIAs, as it comes off its best month ever in terms of asset gathering.