The Daily Brief

The firm behind the Black Diamond Wealth Platform announced a host of changes to its Advent lineup.

The payments facilitator built a tool for intermediaries that enables paying of bills on behalf of their clients.

The new feature, called Your Episodes, is Spotify's latest attempt at making the growing universe of podcasts easier to navigate.

John Gallagher and Mark Levin will be aligning with Gladstone Wealth Partners to establish Maverick Partners Wealth Management, which will be based out of Marlton, N.J.

Advisors can earn CE credits for the new program developed in partnership with cybersecurity provider FCI.

The letters are meant to help CFP professionals meet the duties for providing information to clients as required by the board's Code of Ethics and Standards of Conduct.

Private Client Resources and Lobus are teaming up to provide better aggregation on illiquid assets.

Captrust secures its first Colorado location with Shine Wealth Partners acquisition.

Less than a week after its last two acquisition announcements, the Canadian-based firm claims another RIA.

The Investments and Wealth Institute reported 74 scholarships awarded to wealth management professionals of underrepresented backgrounds.