HeyJaredAlex Ortolani
- Indexed articles, last 90 days
- 134
- Latest publication
- Oct 1, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 6, 2026
Latest articles
Fidelity to Raise Custody Asset Minimum to $100M (opens the original)
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Advisors custodying with Fidelity with less than $100 million in client assets will have to depart by June 30, 2027, according to the firm. Fidelity Investments’ custody business is raising its minimum threshold to $100 million for all RIAs, according to a letter sent to some advisors. Firms on the Fidelity platform that fall below that minimum have until June 30, 2027, to meet the new requirement or start the process of moving off the platform, according to a letter shared on social media by an
Concurrent Makes First RIA Platform Deal With $5.4B Spire (opens the original)
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Concurrent’s RIA platform will gain 30 advisor teams through its deal to acquire Virginia-based Spire Investment Partners. Concurrent Investment Advisors, a Tampa, Fla.-based hybrid registered investment advisor that operates a 1099 independent contractor platform, is significantly boosting its assets under management with its first acquisition of another RIA platform, the $5.4 billion Spire Investment Partners. Concurrent now has $28.6 billion in AUM, up from $16.8 billion at the start of the y
$1.3B UBS Team Departs for Wells Fargo's FiNet (opens the original)
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Advisor attrition continues at UBS in favor of Wells Fargo, with The Cullman/Holt Group joining its FiNet affiliate, Ascend Advisory Group, in Ohio. A UBS team that had been managing $1.3 billion in assets has left for Wells Fargo Advisors Financial Network in yet another poaching win away from the Swiss-based bank’s U.S. wealth division since it restructured its compensation plan in 2025. The seven-person Cullman/Holt Group based in Upper Arlington, Ohio, will join FiNet-affiliated Ascend Advis
Wealth Enhancement Pens Largest Deal to Date With $22B RWA (opens the original)
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The women-led RWA Partners will bring private wealth and family office specialties to Wealth Enhancement, which will grow to more than $187 billion in client assets. Wealth Enhancement, an acquisitive Minneapolis-based registered investment advisor, is set to make its largest acquisition to date by agreeing to acquire RWA Wealth Partners, a Boston-based, women-led RIA with more than $22 billion in client assets. If the deal closes as expected in the fourth quarter, Wealth Enhancement will have m
BNY Pershing Sunsetting Wove Wealth Platform (opens the original)
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BNY has told advisors it is restructuring its multi-custodial wealth management platform to be part of its larger wealth solutions business, led by recently promoted wealth head Adam Vos. BNY Pershing is dismantling its wealth management platform, Wove, to bring its best components into the custodian's larger wealth solutions business, according to the firm and clients familiar with the platform. The effort will see New York-based BNY move away from the branded wealth platform, aiming to offer a
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