Citizens Snags $800M California Duo In Ongoing Wealth Push

Published on November 19, 2025

Citizens continues to notch recruiting wins, particularly in Southern California, in an effort to bolster its private wealth and bank businesses.

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LPL Takes Minority Stake in Private Advisor Group

November 19, 2025
LPL joins Merchant Investment Management as a minority owner of the financial services firm, alongside legacy shareholders.      Related StoriesVanguard Makes, Then Corrects, Fee Errors in New ETF Filing: ReportFidelity, Centene sued Over Alleged Excessive 401(k) Fees, Misuse of Forfeited AssetsBarred Advisor Gets 3-Year Sentence for Bilking Friends, Relatives Out of $3M

GTCR to Acquire Fiduciary Trust Company

November 19, 2025
The wealth manager is entering its 14th decade in operation with a new private equity owner.