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.

Saubio's Promo Tools
Continue Reading


Forfeiture Litigation: Treat It As a Nothing Burger at Your Own Peril

Advisors should avoid the temptation to dismiss the significance of forfeiture lawsuits.

Saubio's Promo Tools
Continue Reading


Capturing College Credits Before Freshmen Year Starts

The pros and cons of dual enrollment, AP classes and IB programs.

Saubio's Promo Tools
Continue Reading


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.

Saubio's Promo Tools
Continue Reading


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.

Saubio's Promo Tools
Continue Reading


Morningstar: ‘Fee War’ Among Asset Managers Plateaus

The firm’s annual fund fee study found average fees dropped only 2 basis points in 2024.

Saubio's Promo Tools
Continue Reading


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.

Saubio's Promo Tools
Continue Reading


What to Look For (And What to Avoid) in UMAs

Despite increased popularity, the promise of UMAs has only been partially realized.

Saubio's Promo Tools
Continue Reading


Sanctuary Wealth Lands $2B Team from UBS

1280 Financial Partners also comes with institutional consulting capabilities it will offer to other Sanctuary partner firms.

Saubio's Promo Tools
Continue Reading


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…

The post Stars Shine at Blush x Daily Front Row’s Sounds of Summer with John Alto & Surf Mesa appeared first on Social Life Magazine | Luxury Publication for the Hamptons.

Saubio's Promo Tools
Continue Reading


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.

Saubio's Promo Tools
Continue Reading


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.

Saubio's Promo Tools
Continue Reading

Saubio's Recommended Products