The platform helps advisors from initial data collection to comparisons, quotes and sales of insurance products.

Financial Design Group is joining LPL from Securian Financial Services, and comes after teams with $1.45 billion collective assets joined the firm’s Strategic Wealth Services division this month.

The saving and investing apps anticipate that together they will serve nearly 6 million subscribers.

CIPW Trust, chartered in South Dakota, will make corporate trustee services available to all clients.

Shares of the firm have plunged 34% in March, set to be their biggest drop since October 1987.

Launched in 2019, the firm encountered challenges landing enough customers and additional capital.

Also, PureFacts acquires Xtiva Financial Systems, Elements offers a money-back guarantee, Lion Street partners with Pontera and Luminant announces a $3.5M seed funding round.

The OCIO for financial advisors, which launched in November 2022, built the new feature to source investment options.

The longtime executive will lead Citigroup's wealth management unit; Lindsay Hans and Eric Schimpf will co-lead Merrill Lynch Wealth Management, reporting to Bank of America's CEO.

The SEC chair testified before a House Appropriations subcommittee on the commission’s FY24 budget request.