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The experience as a service (EAS) platform uses Advyzon as the foundation and Lumiant will support the behavioral finance aspect.

Planner Pamela Perskie's advisory practice, which serves musicians, NBA players and real estate and private equity executives, left Mariner to start its own firm.

Seven Mile Advisory, based in NYC, has left Mariner Platform Solutions for tru Independence.

november. but there's also defiance within the gop. party leaders are keeping a close eye on today's senate race in delaware. tara mergener is in washington this morning with more. tara, good morning to you. >> reporter: good morning, terrell. well, this primary is definitely causing some anxiety. party officials fear a tea party win will complicate efforts to take back the senate. the tea party has its sights set on delaware. >> not celebrating yet. encouraged and hopeful, but not celebrating yet. >> reporter: two weeks ago republican christine o'donnell was a long shot. a former ma...

causing some anxiety. party officials fear a tea party win will complicate efforts to take back the senate. the tea party has its sights set on delaware. >> not celebrating yet. encouraged and hopeful, but not celebrating yet. >> reporter: two weeks ago republican christine o'donnell was a long shot. a former marketing consultant up against long thyme congressman. but then the tea party express came to town with a quarter million dollar check for o'donnell. now polls show it's anyone's race. the republican establishment acted quickly, pouring money at political muscle behind castle, ...