The Daily Brief

Advisors with a digital marketing strategy should be aware of the Instagram updates.

RGT Wealth’s $4.7 billion in client assets increases CI Financial’s AUM to $21 billion.

While Google may not swallow financial services in one gulp, Big Tech's appetite remains.

Verus Capital Partners currently includes 30 financial advisors and is hoping to expand its reach throughout the country with the help of the independent broker/dealer.

Pershing will be offering the new UMA through its Lockwood Advisors affiliate.

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.