New model combines advisor independence with enterprise-level support for DFA-centric firms

Taktile, recently named category leader in Decision Management Platforms by G2, is proud to announce the appointment of Jason Mikula as Head of Industry Strategy for Banking and Fintech. Mikula, who is a well-known industry thought leader, publishing his Fintech Business Weekly newsletter, a frequent guest on popular podcasts, and a sought-after speaker and moderator at marquee industry events, will help the company further innovate its product, go-to-market, and communications strategy for the financial services industry. Mikula has...

YCharts, a leading cloud-based investment research and client communications platform, has unveiled its new integration with Broadridge’s Wealth Aggregation platform, a leading provider of solutions-based tools for holistic communication and data aggregation. This collaboration elevates advisor practices by uniting tools designed to enhance investment decision-making and client experiences through comprehensive portfolio management capabilities. By integrating with Broadridge’s Wealth Aggregation platform, YCharts users can now leverage the combined power of both platforms, creating a fully integrated...

Andy Watts to lead Cetera's Tax Channel and the Avantax Community

Geoff Rhizor Joins Technology Group as a Managing Director

LPL Financial LLC announced that financial advisors Christina McConnell, CRC®, ADPA™, Laura Long, CRPC™, AWMA™, MBA, and Jay Tillman, CPWA®, CIMA®, CFP®, RICP®, CLU®, have joined LPL Financial’s supported independence model, LPL Strategic Wealth Services (SW). The team reported having served approximately $375 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Financial Advisors Network (FiNet). Based in Davidson, N.C., just north of Charlotte, 4Point Wealth Management was founded in 2006 with...

Team joins from Merrill Lynch and establishes a third Florida location