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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.

With lessons learned from his previous experience running Sanctuary, Dickson's Elevation Point was formed with United Atlantic Capital’s Mark Penske and launches with the acquisition of Mount Yale Capital Group.