Dallas-based Fortis Wealth Advisors will use Goldman Sachs for custody.

Daniel Lee and Dylan Kremer join IEQ as managing directors and have roots at First Republic, the bank IEQ’s founders walked out of in 2019.

Chief Digital Officer Pete Clemson and Melissa Lamarche, senior vice president of advisor relations, are leaving the organization.

The seven advisors making up the team are joining Raymond James’ employee advisor channel.

BlackRock will work with GeoWealth to offer private equity and debt funds in customized portfolios for financial advisers across the United States.

The new technology, which launched this year, brings automated data capture and insights to advisors in assessing businesses.

According to the Advisor Sentiment Index, financial advisors are feeling better about the prospects of the stock market, even as their view of the overall economy dims slightly.