Client Service
Advisor Group Issues Alert for 2021 Vendor Data Breach Affecting Clients
Personal information exfiltrated from RRD’s corporate data system included users’ names, addresses and Social Security numbers.
Deals & People
Advisory M&A
CAPTRUST Financial Advisors acquires Aevitas Wealth Management; Heffernan Financial Services expands with Ascendant Financial Solutions; Commonwealth Financial Network adds Pinnacle Private Wealth; and more.
Products
Adviser Product Partnerships
SMArtX adds 25 strategies to unified managed accounts platform, including from Fidelity and Nuveen; Goalsetter partners with Envestnet; Holistiplan tax planning technology now available to Advisor Group; and more.