JPMorgan Says Ex-Advisor Defied Court Order In $1.85B Breakaway Fight

Published on August 26, 2026

A court filing says Christopher J. Lee kept emailing clients about Morgan Stanley after a judge told him to stop.

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Tax, Wealth Firm HBK Sells Stake to External Investor H.I.G.

August 26, 2026
The investment, which includes $7.7 billion HBKS Wealth Advisors, is one of three stakes that a wealth practice has sold this week to an outside investor.

Managing the Next Generation Can Require a Thoughtful Approach

August 26, 2026
Set expectations and offer guidance if you want to get different results. Remember, this is a generation that largely grew up not speaking to other people and definitely not calling anyone.