A three-adviser team managing $421 million at Oppenheimer in New York, has formed Oxler Private Wealth, a registered investment adviser that will use Pershing as its custodian.
A family-run business, Oxler’s principals are Jonathan Nadler, his daughter, Jessica Demler, and her brother-in-law, Masahiro Yamazaki.
TruClarity Management Solutions assisted in the move.
Last week's layoffs totaled at least 130 Cetera employees, according to a senior industry executive.
Four of the Magnificent Seven will report this week.
Easing anxiety has seen the haven asset slide from record high.
Uncertainty remains challenging for Treasuries traders.
Move will raise concerns of inflationary impact of tariffs.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
