A new board, independent of TIFIN, has been created.

Also, Vinay Mehta was appointed CTO at Smarsh, Archer and Brooklyn Investment Group partner to provide AI-powered custom direct indexing and ReachStack launches AI-powered Advisor Sales Intelligence.

Since January, Atria has lost five recruiters, including Gary Bender, who was brought on in April 2022 as head of recruiting.

The SEC also filed charges against Douglas McKelvey, who was accused of stealing $1.7 million from the Morgan Stanley accounts of his mother and mother-in-law over a period of nearly 10 years.

Franklin Templeton adds more than $1 trillion of assets in its acquisition spree.

The platform, first launched in April 2022, now features digital client onboarding, an updated dashboard and the ability to exclude more individual stocks.

The Wells Fargo Sports and Entertainment Program will enable advisors to brandish the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation, created by the College for Financial Planning.