The Daily Brief

With the June 30 Reg BI compliance deadline only months away, Fi360 releases new training.

EP Wealth acquired its 11th firm since 2017, supplanting itself in the Texas market.

Farberov joins Miracle Mile from IDB Capital.

OneDigital's acquisition of Resources Investment Advisors brings health and wealth under one roof.

IDX has added its model portfolios and customizable direct indexing solutions to the platform.

Riskalyze is rolling out its risk metrics to a 'range' of professionals at Farm Bureau Financial Services.

Norman and Michael Robbins are based in Boca Raton and have $234 million in managed assets.

Advisor and OSJ manager Salvatore Dispenziere III will bring over the three advisors in his office as well as three other individual practices he supervises.

Advocates like As You Sow, Green America and Americans for Financial Reform gathered more than 18,000 signatures in opposition to an SEC proposal that would make it harder for owners to put petitions on corporate proxies.

Michael Boardman has 30 years of industry experience and has previously held senior leadership roles at Chase Wealth Management, U.S. Bank and Charles Schwab