XYPN registration pipeline hits 110 firms as rollup advisors join
The network says it added more than 370 advisors in 2026 and now reports 2,400 members, 300 of them SEC-registered practices.
Brown Advisory files $5.4M DCVC-linked fund in Form D batch from $80K to $227M
The October 6 notices give offering sizes and first-sale dates, and none of the fees, marks or liquidity terms an advisor needs before a client allocation.
Schwab agrees to sell Forge Trust self-directed IRA custodian to Alto
Advisors with clients in Forge Trust self-directed IRAs could face a custodian move to Alto, a Nashville custodian and marketplace for private-market retirement investing.
Ewen Harris says AI should buy time for client conversation, not replace it
Janus Henderson found 79% of investors would see undisclosed AI use as a problem.
Merrill's Form ADV prices manager access at up to $860,000 plus 0.1% of revenue
The Bank of America wirehouse says it will have a financial incentive to recommend managers that pay for data analytics, effective Jan. 1, 2027.