Samantha Trebesch, who will continue in her role as head of sustainable investing, replaces Renee Baker, who stepped down this month to take a 'voluntary career sabbatical.'

The issue over who owns 401(k) and 403(b) participant data and whether it is a plan asset is one of the hottest debates in the defined contribution industry.

In a turbulent economic landscape, advisors are prioritizing risk management and increasingly worried about client longevity, according to exclusive research from Wealth Management IQ.

Under the Gateway Growth Partnership, the OSJ will take a 15%-20% revenue stake in the advisor’s practice, in exchange for cash and equity in the firm's holding company.

Digital asset custody and trading services from Fidelity Digital Assets will be accessible within Wealthscape.

Geller moved into West Palm Beach, Waverly Advisors moved into Austin, and NewEdge Wealth moved into the Bay Area this week, as more than $10 billion in assets was transacted.

Also, contrary to popular belief that investment management has become commoditized, there was more demand for those services in 2022, while interest in financial planning dropped, according to a new study by the IAA and COMPLY.

StoneStreet is the latest addition to OneDigital’s growing institutional retirement and wealth management divisions.