Goldman Sachs Advisor Solutions continues to build out its tech stack and overall offering for RIAs, as it comes off its best month ever in terms of asset gathering.

Ross Lehman, assistant investment officer of $773 million AUM Stepp & Rothwell, Inc., still provides a bespoke client experience.

RIAs on the Orion platform with DPL membership now have more flexibility and data feeds around annuities and insurance.

Fiduciaries should expect questions about CBDCs.

Among other developments, ABL Tech will provide the firm’s wealth advisors with mortality data that can help them identify wealth transfers within their client base.

Also, Advzyon and Apex announce integrations and AssetMark boosts it 2024 tech budget by $15 million.

Nick Kochanski, CFO and senior client advisor at $4.5 billion AUM Crescent Grove Advisors, uses advances in technology to look at client and firm data in news ways to drive growth.