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The addition is CW Advisors’ second since being acquired by Osaic, which also announced that two affiliated advisors had combined to make a $500M firm in Missouri.
Arax has purchased GFP Private Wealth, expanding its Midwest presence, from its previous owner, 4100 Group Financial Services.
The broker/dealer advocacy group FSI said helping pass a new independent contractor rule that is favorable to independent advisors is one of its key agenda items for 2026.
The Clarius Group expands Clearstead’s family office services and its presence in the Pacific Northwest.
The CAZ GP Stakes Fund will take stakes in private-asset managers in exchange for a share of management fees, profits and revenue from co-investments.