Aspen Standard Wealth's 10th Acquisition Is for $1B Louisiana RIA

Published on October 6, 2026

$16 billion RIA holding company Aspen Standard Wealth has added Cullen Investment Group, a Lafayette-based RIA.

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14 Investment Must Reads for This Week (Oct. 6, 2026)

October 6, 2026
It was a big week on the regulatory front, with the industry attempting to make sense of new SEC proposals on retail alternatives and the IRS’s proposed tax changes to popular 351 ETF conversions. These are among the investment must reads for financial advisors this week.

Custodians, RIA Platforms Target Fidelity Clients on Heels of $100M Minimum

October 6, 2026
RIA custodians such as Schwab, Axos and Betterment, as well as some RIA platforms, are reaching out to those advisors who may need to shift some or all of their assets off Fidelity by June 2027.