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Omyen, which is based in Westwood, Mass., specializes in developing technologies for comprehensive financial planning and client education. The technology will be added to the FPA Practitioner Resource Guide, which is a directory of solutions and benefits to help FPA members build their business.

Delaware Valley, which is based in King of Prussia, Pa., has 24 advisors and $500 million in client assets under management.

Viniar, whose 12 years in the role make him the longest- serving CFO on Wall Street, will be succeeded by Harvey M. Schwartz, 48, one of three global co-heads from the sales and trading division, the New York-based bank said in a statement yesterday. Goldman Sachs will add Viniar, 57, as well as some independent directors to the 10-member board, the firm said.

The Securities and Exchange Commission on Tuesday charged a Chicago-based investment advisory firm with misleading investors in connection with a pair of private-equity offerings.

Fidelity Investments seems to be not-so-secretly building its long-awaited foray into the exchange-traded fund market out West, after hiring an executive and creating a new division in Denver.

Nationwide Funds has launched a new inflation-protected mutual fund, the Nationwide Inflation-Protected Securities Fund (NIFAX/NIFIX), which will primarily bets on U.S. Treasury-issued Inflation Protected Securities.

A greater number of Americans believe that their personal finances and the economy are in better shape than they were a year ago, according to a new survey from a unit of JPMorgan Chase.

Palmer Square Capital Management this week added a merger arbitrage manager to its growing stable of alternative funds.

The Alternative Strategies Mutual Fund, a series of Northern Lights Fund Trust II, has bid farewell to a quartet of subadvisors, according to a Securities and Exchange Commission filing.

What are mainstream media publications writing about the wealth management industry: A look at tax hikes (and tax cuts); college savings; the Fed's attempt to boost the economy; what should entrepreneurs know about estate planning; and how good are your planner's credentials?