Jerry Garcia previously helped lead JPMorgan’s private bank for Latin America.

Also, Advisor360 announces several client portal and platform updates and Modern Life debuts its generative AI chatbot, which the company claims has passed the life insurance licensing exam.

F2 Strategy's co-founder and CEO provides his take on the most important wealthtech news of the last month.

The deal means a return to Homrich Berg, where Calvary’s founder Bill Cleveland worked early on in his career.

The Oregon quartet specialized in retirement planning manages around $230 million in client assets.

In a new risk alert, SEC examiners stressed that firms have appropriate staffing to comply with AML regulations, especially after the wave of sanctions following Russia’s invasion of Ukraine.

Mercer is expanding its footprint in California and Texas and bolstering its estate planning capabilities with two deals announced this week.

Rothschild Investment Corporation said it plans to continue in the M&A market, adding up to $1 billion in AUM annually.