The Daily Brief

Michelle Rudd will join the firm from Wells Fargo, where she managed $500 million in client assets.

Patrick Foy and Chris Willis will join LPL Financial from Raymond James Financial Services, citing the firm's platform and resources that can help streamline client services.

The Ritholtz robo is getting a reboot and dropping Envestnet's Upside.

The private equity firm has hired Raymond James to advise, according to published reports.

In integrating with First Rate, HiddenLevers will provide bank-based wealth management professionals with expanded capabilities.

The rebranding and change of fee structure have given Schwab Intelligent Portfolios Premium a boost.

The new tool will bring automated investing to retail wealth management clients, with support from human advisors.

Advisors at the Medford, N.Y.-based Suffolk Wealth Management will be joining LPL from CUNA Brokerage Services.

Advisors in Dynasty's network now have access to sustainable investments via Ethic, an automated investment platform backed by Justin Rockefeller.

The final plan details the purpose and functions of the OneFPA Advisory Council as well as the key performance indicators for the organization and its chapters.