Vanguard To Buy Fintech Custodian Altruist, Founder Of Hazel Tax Tool

Published on August 26, 2026

Hazel's launch in March was seen as a game-changer in advisors' AI adoption, and a threat to legacy players.

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Curi Capital To Sell Majority Stake To Private Equity Firm Vistria

August 26, 2026
Existing Curi management will remain in place to pursue growth opportunities through strategic M&A, the companies said.

Forget Florida. Boomers Are Flooding Delaware Looking For Low Taxes And Sandy Beaches

August 26, 2026
While Florida's cost of living now exceeds the national average, Delaware remains slightly cheaper.