Chris Walters, who has been a member of the company's board of directors since 2014, will replace John Clendening as president and CEO of Avantax Wealth Management's parent company.
Bluespring Wealth Partners announced it has acquired Retirement Wealth Specialists.
The Financial Services Institute has secured group health insurance for its advisors after years of attempts.
The firm began rolling out the new service for retail customers today and will continue to do so in the coming weeks.
Edward E. Matthes has agreed to settle the charges that he misappropriated funds from 26 brokerage and investment advisory clients.
The new integration means no more manual data entry for advisors with Redtail CRM that use or want to use Timeline.
The top locations for family offices in the U.S. were New York, California and Texas.
The company's Select and Elite services purport to help firms achieve, maintain and monitor compliance after Reg BI goes into effect at the end of June.
News comes in the wake of very similar announcements from custodial rival Schwab
