New Jersey-–based Headquarters Advisory Group, previously affiliated with Avantax's b/d, will join Avantax Planning Partners, the firm's in-house RIA seeded by its acquisition of HK Financial Services.
Dynasty Financial Partners is naming Frank Coates, a former Envestnet executive, as chief technology officer and Taylor Howard as chief digital officer.
Former New Jersey State Attorney General Gurbir S. Grewal proposed a uniform fiduciary standard for that state, indicating a possible 'expansive' interpretation of Reg BI in his new role.
Mark Bruno sits down with Claire O'Keefe, partner and head of corporate development at Cerity Partners. Claire reveals how Cerity Partners was able to become a top RIA and how it fostered long-term, sustainable growth.