The Daily Brief

Drummond, who served in the role at the CFP Board for nearly a decade and was responsible for its public awareness campaign, will start his own communications firm.

Chris Behrens, the president and CEO of YA, will officially join the Chicago-based wealth management firm on Jan. 1.

The new offering will couple an automated investment management platform, powered by Schwab, with access to a Certified Financial Planner.

American Funds is leading other fund families on digital engagement, and the more advisors engage, the more they invest, according to a new J.D. Power study.

The brother/sister duo are forming High Note Wealth after leaving Northwestern Mutual, where they collectively managed $500 million in client assets.

PIMCO follows others in the industry working to make alternatives more accessible via technology.

As AL Hewitt solidifies its succession plan, Mercer Advisors continues its aggressive growth.

The duo's victims include a 77-year-old retiree who invested about $1.1 million.

While recognizing that security is paramount, the CRM provider is pushing ahead to bring voice capabilities into the workplace.

CUSO Financial Services and Sorrento Pacific Financial have hired Tami Cain to boost their business.