Vestmark Set to Distribute Capital Group Model Portfolios

Published on October 31, 2025

RIAs will be able to access a customizable platform through their preferred custodian.

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&Partners Adds Two More Wells Fargo Teams

October 31, 2025
David Kowach’s &Partners has recruited Gerardi Wealth Management and Arrowhead Private Wealth, with a combined $1.5 billion in pre-hire AUM, from his former firm.

LPL Reports 80% Commonwealth Retention So Far, Sticks to Higher Target

October 31, 2025
The firm also said it's reducing fees and simplifying the pricing structure across its advisory platforms.