Shane Cummings, an advisor and director of technology and cybersecurity, has helped keep the $3 billion AUM firm efficient, flexible and focused on security.

Monthly subscription fees for financial planning were up 6% from 2022, according to a new AdvicePay study.

According to J.D. Power’s annual survey on self-directed investors, Fidelity took the top marks for DIY investors seeking guidance, with Charles Schwab following closely behind.

Michelle McIntyre will step in to oversee national business development, and Michael Goldfader will manage the West Coast.

Stacy Coffey, a former senior vice president of wealth strategies at Wealth Enhancement Group, will lead advisor partnerships at Rise Growth Partners.

The RIA platform partnered with Griffin Distribution to offer annuities, life, disability and long-term care insurance.

With a background in managing complex real estate portfolios, David Gottlieb joins Savvy for back-office support and improved services.