The Daily Brief

In the newly created position, former Allstate exec Mary Jane Fortin will lead commercial operations of Thrivent, which provides financial services to Christians.

The CFP Board and California Lutheran University will offer scholarships to financial planning students from underrepresented communities.

FiComm's Advisor Education program will consist of virtual workshops aimed at bringing better marketing, video and podcasting to clients and prospects.

Once the deal closes, Morningstar will own 100% of ESG research and ratings shop Sustainalytics, valued at nearly $185 million.

The robo continues to push the boundaries between banking and wealth management.

Nearly eight in 10 CFP professionals report an increase in the volume of calls from their clients, as the coronavirus pandemic continues to wreak havoc.

Amazon Founder Jeff Bezos is not only the richest man in the world; he’s also the most searched for on Google, a new analysis finds.

Brian Shulstad will build relationships with potential recruits across the country, and work with Triad’s existing advisors on branch expansion and strategic acquisitions.

The orders will be the last in the commission’s Share Class Selection Disclosure Initiative, which returned more than $139 million to investors.

Is Europe cloning U.S. fintechs?