On the heels of a brand refresh and updated name, Steward says it welcomed a “fleet” of advisors in January and February.

Jim Cahn is also moving into a new role, while Dan Stampf was brought in from Empower to head up a new products team.

It was a remarkable week in the already indefatigable RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.

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

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.