$3B Former Wells Fargo FiNet Team Launches Own RIA

Published on May 20, 2026

The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.

Continue reading on website
Other news

Tax Increase Trend Should Inform Planning

May 20, 2026
Martin M. Shenkman and Joy Matak report on the legislative trend to increase taxes and recommend that practitioners discuss with clients this evolving estate-planning environment.

Envestnet CEO Todd Says Firm is 40% Through 2026 Hiring Push

May 20, 2026
The Envestnet head also said the firm is working toward a rebrand of its Tamarac platform with the aim of simplifying its branding for the broader market.