Former iShares managing director Josh Warren to replace long-tenured Pete D’Arrigo as finance chief at Envestnet.

The Garden State is the seventh to partner with Vestwell for its state retirement program.

Data is not a byproduct of an RIA’s work. It is an asset to be cultivated and protected.

Carson Group replaced its chief technology officer with a four-person technology team as the firm moves to embrace AI-enabled efficiencies.

The inaugural--and free--two-hour BeFi Summit is set for Friday, Nov. 3.

Also, DPL Financial Partners acquired AnnuityFix and SMArtX Advisory Solutions will launch SMArtY platform with Russell Investments’ model portfolios.

That gives the firm’s RIA custody clients free access to performance reporting, fee billing, portfolio rebalancing, a client portal and portfolio accounting software.

Rashawn Russell faces up to 30 years in prison after pleading guilty to his role in a scheme that defrauded nearly 30 investors out of approximately $1.5 million.

From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.