Thursday, November 12, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Estate planning provider Luminary raises $22MFED Federal Reserve announces revised tentative schedule of Federal Open Market Committee meetings in 2027WM Daily Upside Founder Launches RIA with Former Mercer AdvisorWM Sergey Brin Knew What Elon Musk Didn’t About PoliticsWM A Grandparent's Guide To 529 Plan OwnershipIN Tax-aware long-short finds new channel as Vise adds Interactive BrokersWM The Diamond Podcast for Financial Advisors: How an Ex-Goldman Advisor Quietly Built an $8.5B RIAWM I Was Amused by Muse. Wealth Managers Shouldn’t BeWSR Foundation Source’s Joe Mrak Discusses PhilTech As A Growth Engine For Wealth ManagementWSR Omani Carson On Building Carson Group And Leading With Purpose

Regulation

Zoe Financial to strike Tamp integration with TradePMR

Citywire RIA ·

Chief executive Andres Garcia-Amaya discussed his firm's multi-custodial push and the interplay between its referrals program and outsourced investing business in the wake of an SEC penalty.

Summary as published by Citywire RIA
Read the full story at Citywire RIA →Citywire RIA may require a subscription.

Financial ADVSR links to reporting from across the industry. This story was reported by Citywire RIA. Financial ADVSR is not affiliated with Citywire RIA. Updated every 10 minutes.

The full wire →