The Daily Brief

The wealth management firm has acquired Starfire Investment Advisers, a Southfield, Mich.-based RIA with about $530 million in assets under management.

John Pierce, who was placed on garden leave at Stifel earlier this year, takes over as head of business development at Cetera.

While many advisors expect to gain new clients over the next year, few have the time for prospecting, as they focus on meeting or communicating with current clients, according to a Natixis survey.

Family office consultant Tapestry Associates partners with EstateSpace to bring the fintech's physical asset management platform to its clients.

A recent study by J.D. Power found that unless 401(k) plan providers improve customer satisfaction quickly, they may end up losing large numbers of clients.

The Northern Trust Institute will focus on helping clients dealing with retirement, small business ownership, multigenerational families and major life changes such as divorce or a spouse's death.

The Market Street Group, with about $500 million in client assets, moves over from Morgan Stanley.

The fixed income–focused tech company has automated the processing of client transactions.

The eQuipt Dashboard provides features to assist advisors with new compliance provisions.

SMArtX Advisory Solutions is adding an alternative investment option from Deal Book.