A former Focus Financial Partners wealth team that joined Mariner last week in Aliso Viejo, Calif., has been sued by their former firm for alleged trademark infringement. The case centers on the name ...

Denver-based Mercer Global Advisors, an acquisitive RIA with $98 billion under management, has expanded its presence in the Greater Los Angeles market with the acquisition of Eagleson Arndt Financial ...

It’s the summer of vacation roulette, with soaring airfares upending plans and sending people to wherever the best deals take them. Michelle Sutton and her wife scrapped their original vision for a ...

Crypto exchange Coinbase Global Inc. will cut around 14% of its workforce, citing a need to manage costs in volatile markets and technological advances in artificial intelligence. The company plans to ...

Prosperity Capital Advisors has merged five firms under its brand with a combined total of $1.8 billion in assets under management, expanding its national footprint to 13 offices. The five firms—JL ...

Digital trading of municipal bonds hit a record in the first quarter of 2026, an encouraging development for an asset class that has been slower than others in adopting electronic venues. Electronic ...

An advisor duo in Coeur d'Alene, Idaho, has launched a firm on Sanctuary Wealth's platform after leaving UBS Financial Services, where they oversaw $350 million in client assets. The founders of Iron ...

Voters in Dallas just approved a $6.2 billion bond package to tackle aging school facilities. The Dallas Independent School District’s proposal to build 26 new schools, update gym facilities and fund ...

Meanwhile, Hochul and Mamdani have agreed on a potential surcharge for owners of second homes in New York City worth more than $5 million. The New York City comptroller’s office said in an April 30 ...

A Labor Department proposal is setting up a high-stakes clash between the independent broker-dealer industry and state officials—pitting advisor seeking to retain their autonomy against states wanting ...

Colleges and universities may soon have to give students a blunt warning: some of their programs might not pay off. Earlier ...

Here’s how surviving spouses are penalized: • The 2026 standard deduction is $35,500 for joint couples over 65 but drops to $18,150 for a single filer. A lower standard deduction could mean higher ...