OneSeven Adds Three Senior Leaders as AUM Surges to $8.6B

Published on January 30, 2026

The Cleveland RIA platform brought on a new CFO, CCO and advisor advocate as it targets $20 billion in managed assets by 2027, following rapid expansion.

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Long Island Advisor Sentenced to Six Years for Defrauding California Couple

January 30, 2026
According to the Justice Department, Jeffrey Slothower used the victims’ funds for personal expenses and lied when he tried to refinance his mortgage, claiming the illicit proceeds were from the sale of his wine collection.

Raymond James Lands $1B, Four-Advisor Team from Merrill

January 30, 2026
A Maryland-based team from Merrill Lynch has joined Raymond James’ employee-advisor channel as the firm continues its recruiting push.