Lenders to RIAs are scrambling to make sense of the requirements as advisory firms have an opportunity to take advantage of a forgivable loan program designed to help them meet payroll during the economic fallout.

Clients who changed their relationship with financial advisors during the financial crisis of 2008 hold a clue to what they are looking for during the current one.

The Financial Planning Association said Daniel Moisand has held the position since March 13 and will oversee Journal staff and create original content for the publication in his new role.

Despite the market rout and economic uncertainty that hit just after the closing of the acquisition of Ladenburg Thalmann, Advisor Group CEO Jamie Price has put together a new executive team and promises more investment in the company, not less.

Horizons Financial Group will be joining from Triad Advisors and specializes in values-based financial planning services.

Dynasty Financial Partners has hired Harris Baltch to head its Capital Strategies unit.

President of the firm since 2002, Bill Crager has long been one of Envestnet's chief architects since its founding.