Sept 15, 2026, 2:25 pm EDT
Creative Planning is already one of the nation’s largest registered investment advisors serving individual investors. Now, it has ambitions to serve more institutional clients too.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth management professional and would like access to the Barron's Advisor experience, please provide the information below.
If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at advisor.editorsbarrons.com.

#management #please

Sept 03, 2026, 4:50 pm EDT
IRS staff reductions in the 2025 fiscal year coincided with a decrease in the tax revenue the agency brought in via enforcement actions, according to a new
reportExternal link
from the Treasury Department’s inspector general for tax administration. The report warns that recent workforce cuts could undermine the agency’s ability to execute its mission.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth management professional and would like access to the Barron's Advisor experience, please provide the information below.
If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at advisor.editorsbarrons.com.

#management #you 're #sept

Sequoia Financial Group is expanding its presence in Colorado with the acquisition of BSW Wealth Partners, a registered investment advisor firm with $2.3 billion in client ***** ets and offices in Boulder and Denver. The deal, announced Tuesday, closed on Monday.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth management professional and would like access to the Barron's Advisor experience, please provide the information below.
If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at advisor.editorsbarrons.com.

#financial #please #barrons #group

Aug 26, 2026, 2:21 pm EDT
The Vistria Group, a private-equity firm with holdings across the financial services sector, is taking a majority stake in Curi Capital, a Chicago-based registered investment advisor firm with more than $14 billion in client ****** ets under advisement. The deal is expected to close in late September.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth management professional and would like access to the Barron's Advisor experience, please provide the information below.
If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at advisor.editorsbarrons.com.

#advisor #management #please #barrons

Aug 26, 2026, 9:35 am EDT
Asset management giant Vanguard said it has agreed to acquire Altruist, a fintech that provides registered investment advisor firms with a trading platform and technology.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth management professional and would like access to the Barron's Advisor experience, please provide the information below.
If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at advisor.editorsbarrons.com.

#management

The
architect of a massive Ponzi scheme
that bilked more than 2,000 investors out of $380 million has been
sentencedExternal link
to 20 years in prison. A federal court in Georgia on Friday also ordered Todd Burkhalter, 55, CEO of the financial advisory group Drive Planning, to pay $233.8 million in restitution.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth management professional and would like access to the Barron's Advisor experience, please provide the information below.
If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at advisor.editorsbarrons.com.

#advisor #you 're

July 27, 2026, 12:07 pm EDT
Arax Advisory Partners is continuing its
acquisition streak
. Last week, the New York-based company said it agreed to buy Transcend Capital Advisors, a registered investment advisor with more than $3 billion in **** ets under management as of June 30. The deal is expected to close in the third quarter. Transcend will be the seventh firm to join Arax in 2026, which didn’t disclose terms of the transaction.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth management professional and would like access to the Barron's Advisor experience, please provide the information below.
If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at advisor.editorsbarrons.com.

#wealth

Charles Schwab’s second-quarter earnings topped Wall Street’s estimates, and its revenue set a record. The financial services giant also increased its revenue guidance for 2026.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth management professional and would like access to the Barron's Advisor experience, please provide the information below.
If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at advisor.editorsbarrons.com.

#professional #barrons

July 08, 2026, 8:10 am EDT
A Washington woman who posed as an investment advisor has pleaded guilty to fraud for orchestrating a scheme that targeted elderly members of the Korean American community. Jenni Yoon Jeong Lee, 53, entered her plea to three counts of wire fraud and two counts of bank fraud on Thursday.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth management professional and would like access to the Barron's Advisor experience, please provide the information below.
If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at advisor.editorsbarrons.com.

Bitcoin Price Rallies. Why Cryptos Could Climb to Their Highest in Months.

May 01, 2026, 4:55 am EDT
Bitcoin
BTCUSD
-0.35%
and other cryptocurrencies marched higher on Friday, with the largest digital ******* et by market value bouncing back to around its highest level since early February. With market closures and a long weekend across the world, cryptos could continue to benefit from investors itching to trade.
BTCUSD
-0.35%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

https://www.barrons.com/ar...

Bitcoin Price Surges Above $70,000. Ethereum, XRP Jump as Cryptos Rally on Iran Hope.

April 08, 2026, 2:52 am EDT
The price of Bitcoin
BTCUSD
+3.96%
and other cryptocurrencies was rising sharply Wednesday amid relief after the U.S. and Iran agreed a 14-day cease-fire pending negotiations to secure a permanent peace deal.
BTCUSD
+3.96%

https://www.barrons.com/ar...

How the Iran War May Be Stopping a Different Full-Scale Conflict

April 07, 2026, 1:00 am EDT
Conflict in the Middle East has
rattled global markets
and injected a dose of uncertainty into geopolitics over the last month. War is always traumatic but this one may have an unexpected consequence. It might have stopped bloodshed on a different continent.

https://www.barrons.com/ar...

Bitcoin, Ethereum, XRP Fall as Crypto Crisis Deepens. Why It Could Get Even...

Updated Feb 19, 2026, 4:34 pm EST / Original Feb 19, 2026, 4:24 am EST
The price of Bitcoin has wavered as global macroeconomic uncertainty weighs on digital ***** ets.

https://www.barrons.com/ar...

Supreme Court Tariff Decision Looms. Is This the Week?

LIVE
Last Updated: Feb 15, 2026, 12:28 PM EST
53 min ago
By
Liz Moyer

https://www.barrons.com/li...