Linda Pardini and Douglas Wulbrecht, who were previously with Wells Fargo Advisors, will report to the complex headed by Nathan Clakley.
Katrina Sherrerd is being promoted from COO to president and CEO.
The move is the latest in the commoditization of investing, pushing advisors to prove their worth and earn their fees in areas other than portfolio management.
Adam Nash has been hired by Dropbox as VP of Product.
A number of factors are holding people in place.
Laura Thurow has been promoted to Director of Baird’s Wealth Solutions and Operations of the Private Wealth Business.
Advisors will now have the ability to initiate and execute paperless retirement account rollovers for their clients.
A NerdWallet study revealed that 44 percent of clients who were charged fees made changes to their account.
The latest integration between MoneyGuidePro and WealthAccess includes a single sign-on.
