UBS loses $1.6B advisor team to LPL Financial

UBS advisors keep heading to the exits following the firm’s recent compensation changes, with a prominent…

SmartGold, Chintai Tokenize $1.6B in IRA Gold, Add DeFi Yield for U.S. Investors

SmartGold, a gold-backed individual retirement account (IRA) provider, has partnered with tokenization platform Chintai Nexus to…

KPMG Sees Strong Second Half for Canadian Fintechs After Crypto, AI Raked in $1.6B Funding

Canadian fintech companies raised $1.62 billion in the first half of 2025, with digital assets and…

Hub Lands $1.6B Minority Stake from T. Rowe-Led Investors

Hub International, an insurance brokerage and financial services firm based in Chicago, has secured an agreement for a…

$1.6B Houston RIA Adds 8 Partners in Succession Move

Financial Synergies Wealth Advisors, a Houston-based registered investment advisor with $1.6 billion in client assets, has…