Sowell Management Launches Estate, Tax Team For Wealthy

Published on September 1, 2026

The new estate, tax and advanced planning team is called Advanced Planning Group.

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Duo Arrested for Impersonating NFL Player and Financial Advisor In Fraud Attempt

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Daejon Love and Taylor Chan were arrested for wire fraud for allegedly using fake identities and romance scams to steal from at least 26 victims.

People Moves: $80B MAI Capital Hires KeyBank, BofA Alum Amy Brady

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Also, Cyndeo Wealth lands a growth officer from partner Dynasty; Merit hires its first CTO; employee-owned Coldstream adds two to leadership; and Live Oak RIA lending division hires from within.