Paul Simons created his new RIA on the Dynasty Financial Partners platform.

Authentic advisors will resonate and stand out as AI and social media grows.

After leaving BNY Mellon | Pershing over the summer, Crafford and colleague Morgan McGovern have landed at Karl Heckenberg’s new RIA investment company.

Associated RIA and CPA firms add seven new employees and an office in Clinton, South Carolina.

F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.

Abacus Life is betting big on its longevity- and lifespan-based approach to financial planning.

Savvy snaps up Schwab advisor, LaSalle St. adds former Atria OSJ, Perigon Wealth buys Vegas shop and other news from Modern Wealth, Freestone Capital and Thurston Springer.

While the technology will be used to identify patterns in large data sets, it will not be used to automatically initiate any trading on its own.

California-based accounting firm Windes will leverage Integrated Partners’ platform to provide more comprehensive services for complex clients through a new wealth management practice.

The newest additions are the second and third teams to jump to Snowden Lane Partners from within the independent channel.