Chief Revenue Officer Mike Goss will replace Wetzel at the end of next week.

Advisor Eric Franklin discusses how the $39 million AUM firm gets the most out of Advyzon while keeping an eye on its competitors.

Also, a new F2 Strategy study suggests firms must be responsive to digitally native affluent millennial clients to keep their business and MyVest expands tax-aware portfolio transitions for its Strategic Portfolio System.

The money is flowing to the managers offering lower fees.

Before joining Avantax, acquired by Cetera last year, Michael Molnar spent time as a strategy consultant, equity analyst, successful investor, CPA and dealmaker.

Astoria believes emerging markets will continue to struggle if the dollar strengthens and rates are held.

Lynch Retirement Investment Group brings WEG to almost $82 billion and adds a fourth Maryland office.