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.
Caitlin Douglas, the head of transition services at Dynasty, details what advisors need to know about the supported independence model, tips on preparing for a move, key milestones and more.
The deal means a return to Homrich Berg, where Calvary’s founder Bill Cleveland worked early on in his career.