MassMutual makes Flourish Cash available to its advisor network
MassMutual said Sept. 2 it had offloaded its controlling stake in Flourish to Aquiline, retaining a minority interest.
Pathstone plans 77 client events in 2026 as assets reach $200 billion
The firm credits the events for referrals, while acquisitions account for much of the asset growth.
Indivisible, launched by former Merrill executives, adds $1.1 billion RBC team in Baltimore
The group, operating as Rosenwald Private Wealth, is at least the ninth practice to join Indivisible since its early-2025 launch.
Carlyle took a minority stake in Prime Capital Financial, where 170 advisors own equity
The $52 billion firm says 95% of its assets are managed by advisors who hold equity, and prior investor Abry Partners exited in the recapitalization.
Treasury auto-opens about 60 million Trump Accounts and allows foundation stock gifts
Auto Accounts hold the $1,000 federal contribution and tax-exempt gifts; a parent must claim the Auto Account before individual or employer money can go in.