Deals & Moves: Savant Wealth Plants Flag In Maine, Cerity Expands to Oregon

Published on July 2, 2026

Also, broker/dealer giants Osaic and LPL Financial both lure advisor teams to their W-2 employee channels.

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Why Technology Is Becoming the Real Record Keeper Differentiator

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Fidelity Debuts Its First ETF Share Classes

July 2, 2026
It’s been a long time coming for the asset management world, but ETF share classes are now a reality. Fidelity Investments has joined that movement, with the launch of its first ETF share classes for some of its mutual funds.