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Est. 2026The front page of wealth managementNew York

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WM Avoiding Family Discord Over Vacation HomesWM Creditor-Protected Assets Remain Exempt When Payable to Revocable TrustWM Should Your Firm Adopt an AI and Cybersecurity Policy Statement?IN Modera Wealth plants West Coast flag with $750M RS Crum dealWM Creative Planning Acquires Syracuse-Based RIA Overseeing $2.2BSEC SEC Adopts Amendments to Update Definitions of Small Entity for Investment Companies and Investment AdvisersIN Integrated Private Wealth adds four to leadership, advisory benchWM Stock-Market Gains Are Weakest After Midterm Results Like TheseIN UBS breakaway Cleros Wealth launches $3.61B RIA with Elevation PointFP Rising living costs put retirement security under pressure

Deals

Modera Wealth plants West Coast flag with $750M RS Crum deal

InvestmentNews ·

Image: InvestmentNews

Fee-only RIA welcomes a 50-year-old Southern California firm as its agentic AI platform, becomes part of the pitch to selling advisors

Summary as published by InvestmentNews
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