A team of five advisors in Zanesville, Ohio, have launched Attain Wealth Partners under Kestra's Private Wealth Services division.

BlackRock, Fidelity Investments, Franklin Templeton and State Street will work with the firm to "personalize" investment portfolios.

With licenses from FINRA and the SEC, Prometheum hopes to remove barriers preventing RIAs from recommending digital assets. It’s hired Marc Nichols to lead the effort.

The new features include a one-stop client portal, cloud data platform, consolidated APIs and portfolio management suite.

Dawn Nordberg will lead a new program to strengthen ties between Citi's banking and wealth divisions, among other responsibilities, according to Andy Sieg.

SAM INSIGHTS, Ask SAM and SAM Score are the latest iterations of the Canadian firm’s AI-based planning platform.

Michelle Gruber and Alex Markowitz are co-founding Alteri Wealth, operating out of Westlake Village. The firm will custody with Schwab.