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The cryptocurrency ecosystem has seen an influx of high-profile technical analysts since its boom, each bringing their own brand of expertise and distinct perspectives to the market. Their credibility and consistency have not only helped them gain a large following but have also placed them on multiple lists of the best crypto signals providers compiled…
Carson Revamps with Dedicated W-2 and Independent RIA Teams
Carson Group, the registered investment advisor aggregator with roots as a 1099-affiliated platform, has grown large enough in its integrated W-2 employee channel to create two separate business lines, according to CEO Burt White. In practice, that means Carson has split its sales and recruiting teams into two divisions to serve the different channels. As…
‘They cut off online access’: My mother’s bank balance plummeted after her death. What’s going on?
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Drake Expands End-to-End Professional Services with Launch of Drake Audit Defense™
New post-filing audit defense service extends Drake Software’s support beyond tax preparation, helping firms save time while delivering greater value to clients. FRANKLIN, N.C., July 16, 2026 /PRNewswire/ — Drake Software, a leader in professional tax preparation solutions, today announced the launch of Drake Audit Defense™, a new post-filing audit defense service designed to help…
Regional bank M&A seems poised to accelerate, but when?
Key insight: Now that there’s more certainty around the Iran war, larger bank M&A could pick up, since banks want to make deals under the current Trump administration, experts say. What’s at stake: More regional banks may pursue merger opportunities in order to address scale and technology challenges. Expert quote: “I do think the next…
LPL Financial Adds $2.4B HighWater Wealth From U.S. Bank
LPL Financial has added HighWater Wealth, a San Diego-based firm with $2.4 billion in advisory assets focused on high-net-worth investors, from U.S. Bank. The team has joined Quotient Advisor Partners, an office of supervisory jurisdiction of LPL. The HighWater team includes Kristian Forster, Mike Rookus, Falko Hörnicke, Tim Davidson and Brian Rissman. They focus on…
