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The XYPN co-founder will join the Focus Financial-owned firm as the head of planning strategy to continue to do for financial planning what his new colleague Larry Swedroe has done for investing—advocate for a research-led, evidence-based approach.

A four-person Dallas advisor team joins Raymond James.

CEO and founder Deborah Fox hopes the name change reflects the variety of services advisors can access via the network.

As the coronavirus pandemic spreads, advisors' business continuity plans may need to include much more than video chats and Slack channels.

Prior one heads out on a freeway of love.

Advisors are limiting travel, telling employees to work from home and cancelling events, all while balancing the need to be open and responsive to clients.

A commission spokesperson said that teleworking would not diminish the SEC's capability to continuing monitoring market function and working with other regulators.

Conversant Wealth Management has $255 million in client assets and will be Sanctuary's fourth firm based in California.

Hardwick, who currently serves as chairman of Riskalyze, will lend her expertise in wealth management technology to work closely with Genstar’s financial services investments.

Two teams, one from Wells Fargo Advisors and another from Stifel Financial, have joined Ameriprise.