The Daily Brief

'Open,' 'mindful' senior leadership, personal feel and an 'advisor-centric culture,' drew the firm to Raymond James.

A new report predicts massive growth in both users and marketshare before the middle of the decade.

Analytics from FinMason are now directly integrated into AdvisorPeak's trading and rebalancing platform.

Months after Fiserv’s wealth-tech business unit relaunched as Tegra118 under private equity firm Motive Partners, the firm is expanding retirement planning capabilities with RetireUp.

Captrust has added Lakeside Wealth Management to its burgeoning national franchise.

Creative Planning CEO Peter Mallouk said the firm will also create an ongoing financial education program for disenfranchised communities.

The firm's scale and organic growth has impressed investors.

Reinhold and Sam Wigand became the latest advisor team to bolt for Sanctuary Wealth.

The virtual-only two-month financial planning course is a first for the organization.

Broadway Graham Wealth Partners is based in Illinois, and its founders said they'd be joining Private Advisor Group out of a desire for independence and to benefit from the independent b/d's tech options.