The firms the industry press wrote about most this week, ranked by number of stories.
| 01 | SEC
|
9 stories |
| 02 | Fidelity
|
6 stories |
| 03 | LPL Financial
|
3 stories |
| 04 | Hightower
|
3 stories |
| 05 | Cerity Partners
|
3 stories |
| 06 | Altruist
|
3 stories |
| 07 | Merrill
|
3 stories |
| 08 | Wells Fargo
|
3 stories |
| 09 | UBS
|
2 stories |
| 10 | Concurrent
|
2 stories |
THIS WEEK FROM THE NEWSROOM
Fidelity tells RIAs under $100 million to find another custodian by mid-2027
Fidelity is extending its $100 million custody minimum to existing RIA clients, giving smaller firms until June 30, 2027, according to AdvisorHub and other outlets.
Nora Kessler, Practice & Technology Correspondent
Northern Trust hires Citi and BNY private bankers as senior managing directors in Northeast
Beth Emswiler, from Citi Private Bank in New York, and Andrew Borner, from BNY in Connecticut, join Northern Trust Wealth Management as it pursues ultra-high-net-worth clients.
Grant Whitmore, Moves Correspondent
Merrill lands Morgan Stanley and Wells Fargo teams with $770 million combined
Two advisor teams, one from Morgan Stanley in Manhattan and one from Wells Fargo in Boca Raton, joined Merrill, InvestmentNews reported in its latest advisor moves roundup.
Grant Whitmore, Moves Correspondent
Verifact Markets launches trading on disputed facts about events that have already happened
A new platform backed by a Chicago family office lets traders bet on whether contested claims are true or false, reversing the forward-looking model used by Kalshi and Polymarket.
Nora Kessler, Practice & Technology Correspondent
Morningstar survey finds advisors more worried about geopolitics and inflation, and slightly more active in private markets
Morningstar's 2026 Investor Perspectives survey shows half of advisors citing geopolitical tensions as a top concern, while private market offerings edged higher.
Nora Kessler, Practice & Technology Correspondent