Banco Popular de Puerto Rico

A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.

Edward Jones meanwhile reshuffles its leadership ranks amid its push to become a full-service financial planning firm, and Rockefeller picks up big teams from Merrill.

Also this week, Focus Financial ups the responsibilities for some top executives and Advisor Asset Management appoints a new CEO.

Only two out of nine firms included the total amount of money involved in revenue sharing — a practice critics say should be ended entirely — in their disclosures.

With the recent tariff-induced volatility, some advisors have been thinking twice before jumping into bond funds, but for those still interested, knowing the details can help choose the right one.

Also this week, a Dynasty Financial firm picks up a $1.5B team from Morgan Stanley, Wells Fargo recruits from PNC Investments and UBS, and LPL draws from Osaic.

Alvin Carlos, financial planner and managing partner at District Capital Management in Washington, D.C., uses Monday.com for CRM and financial planning.

Also this week, Hightower invests in a large RIA and Bernstein names a new head of wealth management.

Craig Robson, founding principal and managing director of Regent Peak Wealth Advisors in Atlanta, is a Certified Divorce Financial Analyst committed to helping clients through this difficult life transition.

Also this week, Cetera closes on its purchase of Concourse Financial Group, and Raymond James appoints a head of AI.