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FinancialADVSR

Est. 2026Moves · Money · ManagementNew York

IN Concurrent eyes $3B to $10B RIA platforms after Spire buyFP Ask an Advisor: How do you help child-free clients plan?WM SEC Crypto Custody Proposal Draws Divisive ReactionsFP SEC seeks to ease advisors' custody burdens with discretionary tradingKC Weekend Reading For Financial Planners (October 3–4)IN Merrill to pay $39 million in cash sweep settlementWM How Far Can AI Overlays Really Go?WM Financial Wellness Tools Must Connect the DotsRB Fidelity's move to kick sub-$100-million RIAs off its platform is 'bizarre,' Kitces says; it’s likely to backfire, Chalekian says; yet, the Fidelity-Savvy deal last week may soften any blowWM Deals & Moves: HB Wealth Adds Family Trio, Hightower Signature Acquires Externally

Original coverage

The Newsroom

Financial ADVSR’s own reporting on the moves, deals and rulings shaping the advisor business, with every source credited and linked.

  1. Moves

    HB Wealth enters Texas with physician advisory team

    An Atlanta-based RIA opens in Austin as a father-daughter advisory team brings roughly $700 million in assets.

    Grant WhitmoreMoves Correspondent

  2. Enforcement

    SEC accuses fund advisor of defrauding SpaceX, OpenAI investors

    The Securities and Exchange Commission alleged that investor money was diverted to personal expenses including strip clubs and exotic cars.

    Theo MarshRegulation Correspondent

  3. Moves

    Savant expands to Southern California; Procyon gains New Jersey foothold

    Savant acquired a $213 million Thousand Oaks planning firm while Procyon added $415 million in New Jersey assets.

    Grant WhitmoreMoves Correspondent