Advisor Trio Departs Procyon to Launch RIA
Three advisors recently left Dynasty-backed Procyon Partners to set up Third View Private Wealth, an RIA in Westport, Conn.
Category: #Lifestyle
Forfeiture Litigation: Treat It As a Nothing Burger at Your Own Peril
Advisors should avoid the temptation to dismiss the significance of forfeiture lawsuits.
Capturing College Credits Before Freshmen Year Starts
Deals & Moves: Cary Street Acquires $340M RIA; Osaic Affiliate StoneBridge Adds Recruit
In addition, Cetera’s Avantax brings on a tax specialist advisory, and Raymond James adds two new practices from advisors previously at Edward Jones, Janney, and LPL.
Former Florida Advisor Gets 8 Years, Owes $37M for Tax Shelter Scheme
Florida-based Stephen Mellinger helped clients prepare tax returns that bilked the IRS of $37 million and earned him and co-conspirators about $3 million in fees and stolen funds.
Morningstar: ‘Fee War’ Among Asset Managers Plateaus
The firm’s annual fund fee study found average fees dropped only 2 basis points in 2024.
Addepar Valued at $3.25B in Latest Funding Round
The tech platform provider adds $230 million in Series G funding, which it will use primarily to provide liquidity to employee shareholders.
What to Look For (And What to Avoid) in UMAs
Despite increased popularity, the promise of UMAs has only been partially realized.
Sanctuary Wealth Lands $2B Team from UBS
1280 Financial Partners also comes with institutional consulting capabilities it will offer to other Sanctuary partner firms.
Stars Shine at Blush x Daily Front Row’s Sounds of Summer with John Alto & Surf Mesa
Dominic West, Paulina Quiroz and Emma Pill @ Blush x Daily Front Row Sounds of Summer event. Photo Credit:Bobby Rachpoot Invite-only dating app Blush, hosted an intimate cocktails and caviar soiree with The Daily Front Row on May 8, 2025, in the Hollywood Hills. The party was held at an…
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Deals & Moves: Cetera Investors Hires New Head, Citi Wealth Names Capital Markets Lead
Several wealth managers announced hires for key positions, including multi-family offices Parcion and Nordwand.
Rhonda’s Kiss and Global Empowerment Mission Unite In Los Angeles To Support City of Hope Cancer Patients Affected By The LA Wildfires With Partners Anastasia Beverly Hills, Jonah’s Kitchen and J’Adore Les Fleurs
Global Empowerment Mission @ The Kiss That Cares event. Photo Credit: Shutterstock On Tuesday, April 22nd, many came together with a shared purpose—to support cancer patients in need through the Cancer Patient Care Program at City of Hope LA. Rhonda’s Kiss is dedicated to easing the burden of non-medical expenses…
The post Rhonda’s Kiss and Global Empowerment Mission Unite In Los Angeles To Support City of Hope Cancer Patients Affected By The LA Wildfires With Partners Anastasia Beverly Hills, Jonah’s Kitchen and J’Adore Les Fleurs appeared first on Social Life Magazine | Luxury Publication for the Hamptons.
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