RIA Platform Uptick Partners to Surpass $1B With Latest Additions

Published on November 3, 2025

Uptick supports the launch of Coppertree Financial Planning, a $100 million practice out of Edward Jones, and a team of breakaways from an RIA in Kansas City, with $275 million.

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First Trust Portfolios to Pay $10M Over Excessive Gifts to Reps

November 3, 2025
First Trust preconditioned gifts on reps of client frms achieving sales targets, FINRA said.

Get Ready for 2026 with this Year-End Practice Checklist

November 3, 2025
Your clients get the benefit of a year-end review. This year let's make sure your business does too. It's important to look back at the goals you set, hurdles you encountered, understand how you adjusted course, and what your goals are for 2026.      Related StoriesFrom Siloed to Intelligent: Building the Foundation for AI-Driven GrowthRetirement, Reimagined with Distributing Ladder ETFsBeyond the