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The Wall Street giant's biggest restructuring comes as prepares to welcome Andy Sieg to oversee its ambitions with high net worth clients.

Ira Robbins is the CEO and chairman of Valley Bank.

Building on advances in financial data aggregation, the behind-the-curtain technology is helping financial planners drive better outcomes for clients.

Swapping spreadsheets for sunblock, thousands in wealth management descended on SoCal for big ideas and for big fun — but mostly for business. Plus, what you need to know about the smaller Future Proof event coming next March.

Cat Auer is the managing editor for Financial Planning magazine, an Arizent title.

Brian Costello is the head of data aggregation strategy at ByAllAccounts, Morningstar Wealth.

He is a founding member of the Financial Data & Technology Association, the Financial Data Exchange, and the API Ratings Agency, as well as a frequent speaker, author and panelist.

Arax Partners, a firm led by a former Aex. Brown executive, makes its publicized acquisition of a wealth management company.

Leaders from the wealthtech firm hit the Future Proof stage to bring AI and BeFi together in a new solution for advisors

The SEC accused the firm of raising a sixth round of funding even though red flags were popping up left and right.

Upgrades include tweaks to the user experience, client portal, trading capabilities and the Envestnet Insights Engine.