Wealth Management is the digital resource of all things wealth management for financial advisors and estate planning.https://bsky.app/profile/wealthmanagement1.bsky.socialhttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvt64u3n2c25Two customers claim the firm prioritized profits by keeping sweep account interest rates artificially low. It's the latest in a line of cash sweep suits brought against industry firms. http://spr.ly/63325BGXRJR18 Sep 2026 22:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvt64u3n2c25https://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvt2rl4wig2lThe debt offering included a $250 million delayed draw term loan, which will go toward funding acquisitions and other investments. http://spr.ly/63327BGXRHX18 Sep 2026 21:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvt2rl4wig2lhttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvsu2ydqbc2vCerity Partners, a New York-based registered investment advisor with more than $160 billion in client assets, has penned an agreement to acquire Gilbert & Cook, a West Des Moines, Iowa-based wealth management firm with about $2 billion in client assets. http://spr.ly/63322BGX89u18 Sep 2026 19:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvsu2ydqbc2vhttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvsqppx7452gDeals & Moves 🤝 Apella Wealth Grows AUM $928M Via Two Deals + Savant adds two CPA firms while rebranding its tax division, Carson brings on its 50th office, and LPL recruits a team from Wells Fargo’s FiNet. http://spr.ly/63324BGnfx218 Sep 2026 18:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvsqppx7452ghttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvsnegwve22vWealthStack Roundup Envestnet brings AI widgets and interactive dashboards; Amplify adds account-level risk tools; Zeplyn launches Agent Studio; and other advisory tech news. http://spr.ly/63325BGnscZ18 Sep 2026 17:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvsnegwve22vhttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvsgntszfb2dWhat’s In My #WealthStack Pete Engelken explains how $40 billion Allworth’s early move to manage its data has set it up to leverage a list of AI-driven vendors from Jump to Anthropic. http://spr.ly/63321BGnlkL18 Sep 2026 15:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvsgntszfb2dhttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvsdesmkpt23The deal aims to streamline tech integration for banks, credit unions, RIAs and broker/dealers seeking to modernize wealth management products. http://spr.ly/63326BGn9tI18 Sep 2026 14:01 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvsdesmkpt23https://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvsbnwdx3a2hMerit Financial Advisors, an Atlanta-based registered investment advisor with $30.1 billion in assets, has brought on financial advisor Tim Brennan and his team, marking the firm’s 11th partnership in 2026 and its 62nd acquisition to date. http://spr.ly/63324BGn9UY18 Sep 2026 13:30 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvsbnwdx3a2hhttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvqnnwqpxl2aSiddharth Jawahar used client money for private jets, luxury hotels and fancy restaurants while lying to investors about their returns. He was sentenced to 11 years in prison. http://spr.ly/63328BGV5Fn17 Sep 2026 22:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvqnnwqpxl2ahttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvqkco5coq2gJohn Plansky, executive vice president and head of State Street Wealth Services, recently spoke with Wealth Management about the launch and what he and the team have been building over the last couple of years. http://spr.ly/63323BGV5t917 Sep 2026 21:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvqkco5coq2ghttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvqiadzwjo25Michael Stark, a former pilot and financial advisor to Delta employees, has agreed to join $50 billion Steward Partners. http://spr.ly/63321BGV5cL17 Sep 2026 20:22 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvqiadzwjo25https://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvqaariwzi2lWhen parents or relatives need care, the financial, professional and personal costs often fall on daughters. http://spr.ly/63321BGVyal17 Sep 2026 18:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvqaariwzi2lhttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvq4viwv4l2dScale is what you build. Specificity is what gets you found. http://spr.ly/63327BGV13P17 Sep 2026 17:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvq4viwv4l2dhttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvq2dtoryh2gMost RIAs waste hundreds of hours executing investment ideas because teams stop at the recommendation instead of building clear implementation frameworks. http://spr.ly/63324BGV1yq17 Sep 2026 16:14 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvq2dtoryh2ghttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvpqrtpyo32dNew York Knicks point guard Jalen Brunson has launched a new brand advisory firm, Thirty Third Management Group, with his family to manage his off-court business. Focus Financial Partners is serving as financial advisor to Brunson, his family and the new firm. http://spr.ly/63322BGpxvs17 Sep 2026 13:23 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvpqrtpyo32dhttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvoakclezb2sThe SEC claimed Haywood USA failed to file required suspicious activity reports and didn't investigate red flags tied to accounts involving a convicted criminal and a banker. http://spr.ly/63324BGTI5016 Sep 2026 23:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvoakclezb2shttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvo56zkmyr2gSuzanne Siracuse, the discussion’s moderator and CEO of Suzanne Siracuse Consulting, asked the firm leaders if they had in-house AI-enabled role-playing agents to train new advisors. Most said they did not—though they were interested and a few had made tentative steps in that direction. http://spr.ly/63320BGTWlK16 Sep 2026 22:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvo56zkmyr2ghttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvnztqbljc2gEjiroghene Okuma embezzled funds from an elderly client’s accounts while working at Edward Jones and Equitable, using the money to buy a mansion and a country club membership. http://spr.ly/63324BGT92216 Sep 2026 21:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvnztqbljc2ghttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvnt55osjl2yHelp match complexity with a client’s goals, concerns and ability to follow. http://spr.ly/63320BGTgIq16 Sep 2026 19:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvnt55osjl2yhttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvnprvy2ck25The move by Raymond James follows a trend of wealth managers offering their advisors an in-house small-business retirement plan for clients. http://spr.ly/63320BGTgSu16 Sep 2026 18:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvnprvy2ck25https://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvnmglgwgk25Ridgeline, an artificial intelligence-native investment management platform, has raised $250 million in a Series E round led by founder and Chairman Dave Duffield. http://spr.ly/63324BGTkDq16 Sep 2026 17:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvnmglgwgk25https://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvnmfkqe5d2yAn overview of the legal landscape surrounding embryo ownership, use and disposition. http://spr.ly/63320BGT59I16 Sep 2026 16:59 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvnmfkqe5d2yhttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvnahhqnos2gOpen, honest and candid discussion about ADP’s partnership with EFE, the number of DC plans, apps vs. 401(k) websites, Wealthies winners, IBDs focused on convergence and more. http://spr.ly/63324BGTzb416 Sep 2026 13:25 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvnahhqnos2ghttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvlq3fao3v2dDemocrats citing continued concerns over ethics provisions meant to address President Donald Trump’s crypto business interests. http://spr.ly/63323BGrrwb15 Sep 2026 23:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvlq3fao3v2dhttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvlmq3lhgh2lTwenty-eight advisors managing $825 million chose Gateway Financial Partners over following Sierra Ridge to Cetera, citing partnership culture and platform continuity. http://spr.ly/63324BGrrZe15 Sep 2026 22:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvlmq3lhgh2lhttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvlfzjci3m2qIssuers continue to be aggressive with ETF launches, but increasingly new products seeking to find a niche are based on leverage or riskier assets. The rancor in bond markets is pushing investors to seek alternative paths for income. http://spr.ly/63324BGr88C15 Sep 2026 20:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvlfzjci3m2qhttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvlcoap3ul2gGrayscale Investments has launched Grayscale Model Portfolios, a suite of models that provide suggested allocations across digital assets. http://spr.ly/63325BGrBCx15 Sep 2026 19:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvlcoap3ul2ghttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvl7cww2io23With the move, Creative Planning would expand its institutional investment capabilities and join other large RIAs that have entered the space through acquisitions. http://spr.ly/63329BGrB4z15 Sep 2026 18:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvl7cww2io23https://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvl3xna34x2dShafer Block Wealth Management departs the wirehouse after 20 years to join the UHNW division of NewEdge Capital Group. http://spr.ly/63324BGR7vC15 Sep 2026 17:00 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvl3xna34x2dhttps://bsky.app/profile/wealthmanagement1.bsky.social/post/3mvkz5yzirh2lIndustry experts welcome the AI tool's potential but question whether it can deliver the workflow specificity financial advisors require across diverse practice models. http://spr.ly/63327BGRA3115 Sep 2026 16:09 +0000at://did:plc:p6scclmscui5brym46s7ehkm/app.bsky.feed.post/3mvkz5yzirh2l