Compound eclipsed $5 billion in AUM and added a Head of Wealth Management, Director of Advisor Recruiting, Director of Tax, ...

Also, Rossby Financial hires a business development and advisor transition lead, and Ascensus snags a new president of ...

Compound Planning, a $1.45 billion tech-centered RIA created via acquisition last year, has added more recruits in the first two months of 2024 than in all of 2023. With 15 new advisors this year, ...

NEW YORK--(BUSINESS WIRE)--Compound Planning, the digital family office reimagining wealth management, makes tax season easier with fully integrated tax filing and planning services. Powered by april, ...

Activity Monitor uses AI to automatically analyze every client relationship for a financial advisor, providing a centralized hub of milestones, reminders, and actionable insights that boost ...

Choreo has filed a lawsuit against four former employees and their new employer, alleging violations of trade secret laws, breach of contract, and improper solicitation of clients. The case, filed in ...

Compound Planning has added six new advisors, bringing its total to 25. New York-based Compound Planning was born out of a merger between RIA firm Alternativ Wealth and tech firm Compound late last ...

Compound Planning is kicking off 2026 with a slate of senior hires and a fresh wave of advisor additions as the digital-first family office pushes deeper into tech-enabled wealth management for ...

RIA firm Alternativ Wealth and tech firm Compound have merged and created a new entity called Compound Planning, a move that brings the firms' technology and wealth management services together on one ...

After standout growth and platform expansion in 2025, Compound strengthens leadership and operational depth with key additions while sustaining advisor‑growth momentum Compound Planning, a leading ...