Merrill loses $1.8 billion advisor team to Wells Fargo, hires $805 million team from UBS

Going in the other direction was an 11-person team that oversaw more than $1.8 billion in assets. The Melville, N.Y.-based ...
InvestmentNews

$1.8B Merrill team hops to Wells Fargo's FiNet

The move adds an 11-person ensemble to Wells Fargo’s independent network in Long Island as it continues to court elite ...

AstraBit Registers As A U.S. Broker-Dealer, One of The First Firms To Be Granted FINRA Membership For Digital Assets

AstraBit was granted membership by the Financial Industry Regulatory Authority (FINRA) on December 16, 2025, registering as a broker-dealer in the United States. Broker-dealer registration is publicly ...
Financial Planning

Retail investor knowledge gap opens door to advisor opportunities

Fewer U.S. adults have non-retirement investment accounts than three years earlier, and many retail investors struggle with ...