Less than a year after selling a stake to PE firm The Vistria Group, compensation at $14bn RIA Mather Group changed in multiple ways, from the removal of cost-of-living adjustments, to a new equity incentive plan, per sources. My latest for Citywire: citywire.com/ria/news/it-pi…

Wirehouse giant UBS Financial Services has been hit with its second cash sweep program-related lawsuit in the span of less than a month. citywire.com/ria/news/ubs-f…

No one: The woman in the grocery store getting irate that someone keeps downing all the English muffins

Sanctuary has revealed its largest recruiting deal to date, with the addition of a $2.2bn team from Snowden Lane. citywire.com/ria/news/sanct…

Investing startup Vise has brought former Edelman CEO Larry Raffone onto its board, as the company pivots to serving RIA aggregators. citywire.com/ria/news/larry…

$3bn Idaho RIA settles with SEC over faith-based investing method: citywire.com/ria/news/3bn-i…

A $2.2bn RIA platform is suing Envestnet, accusing the tech provider of failing to fix a faulty billing software after a couple years of wrangling and over $216,000 in payments. citywire.com/ria/news/2-2bn…

Wall Street firms are facing lawsuits and SEC scrutiny for their cash sweep policies. Yet smaller RIAs can face liabilities too, according to some legal observers. citywire.com/ria/news/legal…

401(k) management platform Pontera has conducted an outreach campaign to state securities regulators this year, in response to recent scrutiny about its data security practices. citywire.com/ria/news/ponte…

Scoop for Citywire RIA — TPG, one of the largest private equity firms in the world, has agreed to invest in $17bn Atlanta RIA Homrich Berg, according to sources with knowledge of the situation: citywire.com/ria/news/tpg-a…

Merchant Investment Management, a serial minority investor in wealth managers, has staked Republic Capital Group, an investment bank that provides buy-side and sell-side advice to wealth managers. citywire.com/ria/news/ria-i…

BW Forsyth, the private investment arm of manufacturing firm Barry-Wehmiller, has entered the wealth space, staking the $6bn Matter Family Office. citywire.com/ria/news/bw-fo…

Garfield. North Evaline Street. Caller says she got out of the shower and unexpectedly a man in his 50s wearing a Steelers jersey was sitting in her living room. #HereWeGo

Savant reorganizes exec team, promotes new wealth head: citywire.com/ria/news/savan…

$1.5bn MFO Legacy Knight eyes $20m capital raise: citywire.com/ria/news/1-5bn…

Strategic acquirer Beacon Pointe has revealed a billion-dollar RIA deal in Minnesota. citywire.com/ria/news/beaco…

An Indiana judge has ruled that RIA platform Sanctuary Wealth is in breach of its contract with breakaway RIA EverNest. EverNest exercised a call right to leave the Sanctuary partnership late last year. citywire.com/ria/news/judge…

Chicago RIA The Mather Group sold to private equity for a lofty 10x revenue multiple, sources said. About a year later, employees were offered an incentive plan, with some shares set up to vest only if the company achieved a 2x return on capital. citywire.com/ria/news/14bn-…

Two Focus partner firms in Connecticut, with over $4bn in combined assets, are in talks to merge, sources say. citywire.com/ria/news/2-8bn…

I search far and wide for a better taco than Pittsburgh's Las Palmas. Only to find one just as good on the other side of town in Los Cabos. #Pittsburgh