A 2018 partnership between Vestwell and BNY Mellon, to bolster retirement plan management solution Sumday, could see implementation in Oregon.
James T. Booth pleaded guilty to securities fraud last year for defrauding clients of nearly $5 million in investments, according to the Department of Justice.
The $503 million in AUM firm joins Advisor Group through SagePoint Financial.
This brings the company to $325 million in total funding since its founding in 2009.
Fee-for-service business models get another boost with AdvicePay facilitating expanded pricing models for Cambridge's associates.