Teams Break Away From Morgan Stanley, Merrill Lynch to Form $2B Firm

Published on August 26, 2025

Six veteran advisors come together from competing wirehouses to create Longleaf Capital Group on the Arkadios Capital platform.

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Nicholas Wealth Management: Playing It Safe, with a Twist

August 26, 2025
The Atlanta-based RIA serves retirees, so it relies on a traditional 60/40 portfolio. But it has turned to some innovative strategies to increase its yields without taking on a lot of risk.

Gifting QSBS Stock: What To Do and Not To Do

August 26, 2025
If you’ve got QSBS stock, you probably know it can save you a fortune in taxes. What you might not know is that gifting it can either multiply that benefit for your family… or blow it up completely.Some moves can lock in the QSBS tax break and keep more money in your circle. Others can cause the IRS to swoop in, tack on extra taxes, or erase the exclusion entirely.Before you start moving shares to