Commercial banking

Also this week, the tech-driven RIA Farther boosts its AUM total to over $13 billion with a recruiting blitz, Mercer adds an RIA with more than $1 billion in assets and Cresset fills out its C-suite.

CEO Rich Steinmeier reiterated LPL's goal to retain 90% of Commonwealth's assets and headcount while listing reasons why advisors might think twice about leaving to start their own RIAs.

Kevin Roche, a partner in Orrick's New York office, is a member of its public finance department.

Lorraine McGowen, a partner at Orrick, is a leading bankruptcy and restructuring attorney.

Jenna Magan is co-head of Orrick's Public Finance Group and is a partner in the Sacramento office.

Emanuel "Manny" Grillo is a partner in the restructuring practice at Orrick, Herrington & Sutcliffe in New York.

The decision to rejoin the CEO and chairman roles comes roughly two months after regulators removed an asset cap that had stunted the San Francisco-based company's growth for seven years.

The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.

The top Democrat on the Senate Finance Committee wants information about whether the IRS has done any audits or investigations of Epstein's tax planning work.

Jeff Wilcoxon is the Senior Strategy and Corporate Development Principal for VIU by HUB. He drives broader enterprise-level strategic partnerships for VIU, helps source and drive acquisition prospects that align with the VIU strategy, and develops strategies that help further position VIU to enhance its value proposition as a modern digital broker.

Prior to VIU by HUB, Jeff held leadership roles in corporate strategy and strategic partnerships at Nationwide Insurance. Other experience includes leading global consumer insights on the connected car strategy team at General Motors, strategy and operations consulting at Accenture, and various other roles in banking and consulting. Jeff is also an entrepreneur and co-owner of a fifth-generation family ice cream business where he assists with strategy, marketing, and financial planning in his spare time.

If brands want to be remembered fondly by event attendees, experts say items with long-term usefulness outweigh cheap throwaways every time.

Pavlo Boyko is accounting and tax solutions architect at TMF Group.

Bob Fraser is the co-founder, CFO and chief macro strategist at Aspen Funds. An author, entrepreneur and podcast host, he is passionate about expanding access to institutional-caliber opportunities traditionally reserved for family offices and ultrawealthy investors.

Rodrigo Tumaián is co-founder and co-CEO of Prometeo, the largest open banking platform in Latin America.

Jay Venkateswaran is head of banking and financial services at WNS.

Nearly 110 other advisors have left the boutique Commonwealth since April for firms including Raymond James, Purshe Kaplan Sterling, Cambridge Investment Research and Kestra.

The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.