Deals & Moves: NFP’s Wealthspire Makes First '25 Acquisition; Raymond James Snags Commonwealth Duo

Published on August 27, 2025

In addition, Fortis Capital adds a $210 million RIA, Osaic snags a $170M broker/dealer, and Raymond James lands another Commonwealth team.

Continue reading on website
Other news

IRS to Leave Interest Rates Flat in Q4

August 26, 2025
For individuals, the rate for overpayments and underpayments will be 7% per year, compounded daily.      Related StoriesNorthern Trust Sues Ex-Employee, Saying He Stole From a ClientHNW Client Segment to Hit $30T by 2028: CerulliRep Violated Reg BI With Excessive Trades: FINRA

Interactive Brokers to Join S&P 500, Replacing Walgreens

August 27, 2025
The changes will take place prior to the opening of trading on Thursday, according to S&P Dow Jones Indices.