Baird partners with Bernard Health to provide advisors access to healthcare planning.

The Colorado advisor entered a consent order with state regulators after putting client money into an unlicensed Blockchain investment fund.

The Financial Planning Department, an all-women team with $180 million in assets, is the second Cetera team to jump to LPL in as many weeks.

Employees from Northern Trust, Morgan Stanley and BMO Harris are joining Gary Hirschberg’s new Chicago firm, Aaron Wealth Advisors.

Financial Services Institute plans to launch an Association Health Plan next year.

Envestnet still expects to launch the offering before 2019.

The advisors in Wisconsin and North Carolina were managing an aggregate of $235 million.

Unexpected withdrawal can be financially catastrophic.

Square already processes payments, extends small business loans and has a debit card offering via its Cash App.

iCapital will be managing behind-the-scenes operations for certain Merrill Lynch and U.S. Trust accounts.