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The new platform will merge Omni and Relius, incorporating AI and enabling easier integration of third-party apps for 68 million participants.

And how advisors can encourage these difficult conversations.

Merchant’s investment will fund Sowell’s new Advisor Partnership Program, providing equity and growth capital.

JL Smith Holistic Wealth Management, Alison Wealth Management, OneTeam Financial, Hammer Financial Group and FSC Wealth Advisors come together in a deal that adds…

John Toman said he chose to break away from FiNet with custodian Fidelity to gain greater control over the client experience and technology moves,…

Tamer Çetin is suing FINRA, alleging the agency terminated him for "unacceptable conduct" in 2025. The firing came several months after he'd taken three…

If you’re an advisor without a well-constructed exit plan, firms are going to buy your life’s work for cheap.

Allspring’s Derrick Irwin discusses what the Iran war did to investor appetite for emerging markets, and where he sees opportunities despite the chaos.

According to Massachusetts Commonwealth Secretary William Galvin, the firm failed to protect customer data during the breach in which private information for thousands of…