TD Bank Names New Sales Chief for Wealth Group
Jim Nesci joins the the firm from Provident Bank; he has more than 25 years in the industry.
Envestnet Announces Its First Essential Advisor Awards
The awards coincide with the launch of its Essential Advisor Certification program.
RBC, Amerprise Add Wirehouse Reps: Recruiting Roundup
Meanwhile, Raymond James grabs a Morgan Stanley executive; CapTrust brings InTrust into its network.
How to Discuss Impact Investing With Your Clients
It's a conversation most women and millennials want to have — and one robo-advisors can't initiate, says Envestnet's Zachary Karabell.
Raymond James Taps Popular UBS Exec for Private Client Post
After Raymond James announced that Kim Jenson would be COO of the group, coming from UBS, fan mail poured in, group head Tash Elwyn said.
Dan Arnold: Rising to the Top at LPL Financial – The 2017 IA 25
Stepping into the shoes of IBD leader Mark Casady requires fortitude, focus and humility.
Senate Confirms Jay Clayton as SEC Chairman
Groups press Clayton to prioritize uniform fiduciary rule for brokers and advisors.
Morningstar to Offer Advisors a New Tool to Evaluate Risk: Portfolio Products
In other product news, Ivy enters the passive world with five new index funds.
Frontrunners: The 2017 IA 25
Whatever is happening in the markets or in Washington, there will always be thought leaders and advocates working on advisors’ behalf.
The 2017 IA 25 Readers’ Choice
This year, we asked readers to weigh in on the most influential people in the advisory industry.