CFP Board Starts Search for New CEO

Published on July 24, 2025

Executive recruitment firm Spencer Stuart has started an immediate search for Kevin Keller's replacement.

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New Jersey Team Leaves Ameriprise to Start Own RIA

July 24, 2025
Laurel Oak Wealth Management launches with support from tru Independence and Goldman Sachs for custody.

Texas Offers Guidance on Advisors Using Fintech Tools to Access Held-Away Accounts

July 24, 2025
The guidance strikes a more platform-friendly tone than prior alerts out of Ohio and Missouri, but stressed that advisors must use the tools to meet “legal and regulatory obligations.”