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Thematic funds also come out ahead; Bob Doll joins faith-based asset manager; State Street CIO retires; and Nuveen adds portfolio managers on both coasts.

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.

SmartAsset is partnering with LPL Financial to offer discounted lead-generation tools to the independent broker/dealer's advisors.