Bill Advancing in Congress Creates Senior Fraud Task Force at SEC

Published on June 4, 2025

The Senior Security Act passed the House Financial Services Committee and would help strengthen protections against financial predators.

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$1T RIA Aggregator Captrust Names New Head of M&A

June 4, 2025
Mike Wunderli joins Captrust from Echelon partners, where he served as a managing director since 2016.      Related StoriesHouse SALT Deal Will Have to Change, Senate Leader SaysWells Fargo's Asset Cap Lifted by FedBlackRock Escapes Texas Oil-Boycott Blacklist After ESG Retreat

Q&A: Should Advisors Jump on Public/Private Fund Offerings?

June 4, 2025
According to a Morningstar analyst, the value of these vehicles for investors is yet to be determined.