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AssetMark Financial Holdings Inc. agreed with Canandaigua National Corporation to acquire OBS Financial in early 2020.
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RIA in a Box expands its partnership with Riskalyze to launch the Client Suitability Tool.
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Refinitiv announced a strategic partnership with SigFig to deliver financial advice technology solutions.
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Rockfleet and ActiveAllocator agreed to deliver asset allocation and portfolio construction methods to mutual prospects and clients.
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LPL Financial LLC was named a finalist for the 2019 Money Management Institute (MMI)/Barron’s Industry Awards.
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Stash Invest announced Portfolio Builder, a new feature of its mobile application.