Dynasty CTO Eric Castillo and CIO Joseph Dursi step down from their roles, while Joe D’Agostino gets promoted to head of investment platform and product strategy. The firm hopes to fill the roles in St. Petersburg, Fla.
Wealth Enhancement Group acquired Hoover Financial Advisors to round out its team of Philadelphia-based firms.
Sutton, Mass.–based advisor James Couture was charged with wire fraud and aggravated identity theft and was accused of using client funds for his own personal and business expenses.
Alexandra Armstrong discusses her journey through the past 40 years in the financial services industry.
Kurt Miscinski discusses with Louis Diamond how he and Howard Milstein built Cerity Partners from a startup to a $31 billion behemoth RIA.
SmartAsset is partnering with LPL Financial to offer discounted lead-generation tools to the independent broker/dealer's advisors.
Now that it's time to start venturing back to the office, what have we learned?
