Insurance policies the ultra rich should look into, Advisor Group names a new head of acquisitions and Janney partners with Advicent for DOL compliance.
Some say millennials need to be saving more for retirement, Focus Financial adds Crestwood Advisors and Citizens Bank hires Patrick Jancsy to lead its private wealth group.
Robo newcomers bring little innovation, the Fed releases research on education and stock market participation, and Shannon Pike is named 2017 FPA president.