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Schwab Charitable says its donors increased their giving by more than $5 billion during its 2023 fiscal year, despite the rocky market.

Seattle-Based Coldstream, Paracle Combine to Create $5.7B RIA The merger of Coldstream Wealth Management and Paracle Advisors was done without private equity or outside equity capital and preserves its employee ownership structure. Two Seattle-area registered investment advisors are coming together to create a $5.7 billion wealth management firm. Seattle-based Coldstream Wealth Management, with $4.3 billion in client assets, announced it will merge with Mercer Island, Wash.–based Paracle Advisors, an RIA with about $1.4 billion in client assets, under the Coldstream brand. The deal wa...