New York, New York--(Newsfile Corp. - February 20, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Wealthfront Corporation (NASDAQ: WLTH) for potential violations of the federal securities laws. If you invested in Wealthfront, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/wealthfront-corporation-class-action.Why is Wealthfront Being Investigated for Violations of the Federal Securities Laws? Wealthfront is an onl ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Financial advisors are increasingly able to convert defined contribution (DC) plan participants they counsel into wealth clients, according to a new report from the FUSE Research Network. The trend is more prevalent among advisors managing over $500 million in assets, but advisors with lower AUMs are making inroads as well.  According to FUSE’s online survey of over 500 financial advisors ...

Raymond James Recruits Another Big Ex-Commonwealth Team - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.---# Raymond James Recruits Another Big Ex-Commonwealth Team## The firm's latest recruits managed approximately $682 million in client ass ...

New York, New York--(Newsfile Corp. - February 18, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Wealthfront Corporation (NASDAQ: WLTH) for potential violations of the federal securities laws. If you invested in Wealthfront, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/wealthfront-corporation-class-action.Why is Wealthfront Being Investigated for Violations of the Federal Securities Laws? Wealthfront is an onl ...

Core Viewpoint - Wealthfront Corporation is under investigation for potential violations of federal securities laws, particularly concerning misleading statements made during its IPO process [1][3]. Group 1: Company Overview - Wealthfront is an online financial advisor that utilizes automated tools to provide investment and financial advice [2]. - The company completed its initial public offering (IPO) on December 12, 2025, offering over 34 million shares at a price of $14.00 per share [2]. Group 2: Investigation Details - The investigation by Bleichmar Fonti & Auld LLP focuses on whether Wealthfront made false and misleading statements to investors, especially in the IPO offering materials [3]. - The investigation is prompted by significant changes in the company's financial performance following its IPO [3]. Group 3: Financial Performance - On January 12, 2026, Wealthfront reported its first quarterly results as a public company, revealing net deposit outflows of $208 million, a drastic decline from the $874 million in inflows during the same period the previous year [4]. - CEO David Fortunato attributed the outflows to falling interest rates and highlighted the strategic importance of Wealthfront's new home-lending business [4]. - Following the earnings report, Wealthfront's stock price dropped by $2.12 per share, nearly 17%, from $12.59 to $10.47 [4].

Core Viewpoint - Wealthfront Corporation is under investigation for potential violations of federal securities laws, particularly concerning misleading statements made during its IPO process [1][3]. Company Overview - Wealthfront is an online financial advisor that utilizes automated tools to provide investment and financial advice [2]. IPO Details - Wealthfront completed its initial public offering on December 12, 2025, offering over 34 million shares at a price of $14.00 per share [2]. Financial Performance - The company reported net deposit outflows of $208 million in its first quarterly results as a public company, a significant decline from the $874 million in inflows during the same period the previous year [4]. - Following the earnings report, Wealthfront's stock price dropped by $2.12 per share, nearly 17%, from $12.59 to $10.47 [4]. Management Insights - CEO David Fortunato attributed the decline in deposits to falling interest rates and highlighted the strategic importance of Wealthfront's new home-lending business [4]. - Fortunato disclosed that he owns a 95.1% stake in the home-lending business and mentioned the possibility of revisiting the ownership structure [4].

Core Insights - LPL Financial LLC has welcomed financial advisors Curt Pederson and Britt Saylor from Sound Wealth, who manage approximately $420 million in advisory, brokerage, and retirement plan assets [1][2] Group 1: Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 32,000 financial advisors and approximately 1,200 financial institutions [6] - The firm services and custodies around $2.4 trillion in brokerage and advisory assets for approximately 8 million Americans [6] - LPL offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services, allowing advisors to choose the business model and technology resources they need [6] Group 2: Advisor Background - Pederson and Saylor have a combined experience of 40 years and are based in Seattle and Phoenix [2] - The team specializes in serving high-net-worth individuals, families, and multigenerational households with complex financial planning needs, including inheritance planning and advanced executive compensation planning [2] Group 3: Reasons for Transition - Sound Wealth chose LPL for its support of a highly customized service model, open architecture, and commitment to innovation, including advancements in AI and expanded investment solutions [3][4] - The advisors were impressed by LPL's leadership in technology and the flexibility to tailor strategies uniquely for each client [4]

NEW YORK, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Wealthfront Corporation (NASDAQ: WLTH) for potential violations of the federal securities laws. If you invested in Wealthfront, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/wealthfront-corporation-class-action. Why is Wealthfront Being Investigated for Violations of the Federal Securities Laws? Wealthfront is an online financial ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. A Wisconsin-based five-advisor team from Commonwealth is joining Raymond James’ independent advisor channel, marking the latest departure from the LPL Financial-acquired firm. The team operated as Financial Consulting Services, and included Russell Olson, Christopher Lamal, Raymond Krusic and daughter Nicole Krusic, Ryan Spiering and Brian Craig. Together, the team managed about $730 million from ...

Core Insights - The recent sharp decline in the crypto market has significantly impacted the valuations of Bitcoin, Ethereum, and other cryptocurrencies, yet financial advisors have managed to remain insulated from this volatility due to their cautious approach to crypto allocation [1][2]. Group 1: Market Trends - Advisors primarily utilize ETFs for crypto allocations, with a notable increase in trading volume during the recent market crash; for instance, BlackRock's spot bitcoin ETF, IBIT, recorded nearly 300 million shares traded, amounting to over $10 billion in notional value [2]. - Despite Bitcoin's value stabilizing around $70,000 after a drop from a peak of approximately $100,000, the market sentiment remains bearish regarding a recovery, with Bitcoin perpetual futures indicating ongoing warning signs [2]. Group 2: Advisor Allocation Insights - According to FUSE Research, only 25% of surveyed financial advisors allocate to crypto, with Registered Investment Advisors (RIAs) and wirehouses showing higher allocations compared to Independent Broker-Dealers (IBDs); an additional 15% of advisors plan to incorporate crypto within the next two years [3]. - Analysis of 13-F filings reveals that only 4% of practicing RIAs hold any crypto ETFs, and among those allocating to crypto ETFs, the majority have less than 1% of Assets Under Management (AUM) invested in them, with a few firms exceeding 5% [4]. Group 3: Risk Management and Client Profiles - Studies suggest that crypto allocations exceeding 2% in traditional portfolios can lead to significant concentration of risk, which aligns with the current allocation trends among advisors [5]. - The small number of firms with crypto allocations above 5% tend to be smaller RIAs with a high concentration of high-net-worth clients, indicating that these clients possess the financial capacity and risk tolerance to make substantial investments in crypto [6].