People

Advisors Tammy Mogilski and Brian Bedford run Legacy Financial Planning, managing more than $285 million in assets.

Bridget Grimes realized professional women needed better financial advice, but most firms are failing to bring it to them.

Out with the old. The new board now includes some Genstar executives, as well as folks who sit on boards of other firm properties.

To escape the damaged reputation of his employer, one of Wells Fargo's top brokers decided to start his own advisory firm. Thanks to a chance introduction to a like-minded soul, it turns out he didn’t have to.

The states can do what they will, but the association of state securities regulators is focused on making its position clear on Regulation Best Interest.

By nearly every measure, nothing has improved under the CEO.

Douglas Dubiel, a former Merrill advisor, will build out Rockefeller’s West Palm Beach, Fla. office.

The group’s new president-elect, a millennial, discusses the FPA’s stance on state regulation, his plans in the new role and the perspective of young planners.

The founder of the $22 billion Edelman Financial Services will also be an advisor to the firm.

The Mather Group’s acquisition of $1 billion Berman Investment Advisors closed on Oct. 1.