Sequoia Financial Group is adding a team specializing in special needs families, while Wealth Enhancement Group announced its 10th acquisition of the year, a CPA practice has returned to Cetera and Kestra onboarded $1.6 billion in the second...

Following a conviction last year, Keith Todd Ashley was sentenced this week to life in prison in a fraud scheme that ended in his client's murder.

The acquisition will allow RIAs to offer their clients alternative asset classes including private equity, private credit, secondaries, real estate and more through the Onramp Invest dashboard.

Also, Altruist introduces a multiple account opening feature, more hires at TIFIN and CreativeOne partners with RISA.

The company will administer an auto-IRA program for both Colorado and Maine. The intent is for up to 40% of private-sector employees in Maine to be able to access retirement features.

Digital fraud is a growing threat to advisors, who are on their own when it comes to buying coverage for the risk.

Industry veteran and current president and COO Jonathan Pincus moves into the CEO role.