The Daily Brief

The bidirectional integrations make setting up clients on AdvicePay simple for advisors using PreciseFP.

The center will be offering nearly $500,000 across 100 scholarships, 48 of which are new. That is a record number since the program was started in 2016.

The acquisition of SVA Financial Group gives Wealth Enhancement Group trust services.

Symmetry spent 26 years at Securian Financial Services before moving to Securities America.

The fine pertained to excessive and unauthorized trading and overcharged commissions, and the harmed investor was former Gov. Craig Benson, according to CNBC.

Mahoney transitions from interim CEO to a permanent position, taking the reins after former CEO's abrupt departure.

Rosemont Financial Group sought a new home with "enhanced technology."

After 15 years with Wells Fargo, the team, led by Lawrence and Lloyd Glazer and Steven Dimitriou, has started its own RIA.

Connectus, the offspring of Focus Financial, is aggressively acquiring its own wealth management firms domestically and abroad.

The pre-seed funding round included Brian McLaughlin, Ron Carson, Jason Wenk, and Steve Lockshin.