Innovayte, headed by Catherine “Cat” Davies, will seek to work with “entrepreneurial” independent RIAs and broker/dealers with between $100 million and $800 million in AUM.

The $270 billion firm is also getting more active in its Entrepreneurial Capital program, including helping advisors with M&A.

The Labor Department's latest attempt at amending its fiduciary definition is currently under consideration by the White House’s Budget Department and is expected to be released for comment soon.

One advisor said some colleagues who left never signed Goldman's non-compete contracts.

The Foundation for Financial Planning and the College for Financial Planning presented their Pro Bono Volunteer Training at the virtual eMoney Summit.

The Reed Finney team from Bleakley Financial and Private Capital Management expand Beacon Pointe’s presence in New Jersey and California's Bay Area.

A survivor of the Wall Street brokerage culture of the 1990s, the Ellevest co-founder said success in financial services today is found in diversity and collaboration.