Deals & Moves: Wealth Enhancement, Allworth Add $400M-Plus RIAs

Published on December 5, 2025

In addition, Sequioa acquires its first office in California, and Citizens’ wealth division adds two 401(k) advisors to build a new unit.

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Bank of America Broadens Access to Crypto Funds

December 5, 2025
Merrill Lynch is the latest to allow advisors to recommend crypto ETPs, and follows a move earlier this week by Vanguard to lift its ban on crypto funds.

Invesco's QQQ Close to Getting a Modern Makeover

December 5, 2025
The Invesco QQQ ETF (QQQ) is now close to modernization as it seeks proxy votes from shareholders to approve a reclassification.