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.

'The relevance of the CFP Board, to consumers, has been substantially diminished,' read a letter from the Committee for the Fiduciary Standard.

Failing Teachers

'As the only remaining custodian that does not compete with advisors for retail assets, we are setting a standard for transparency and how custodians should engage with advisory firms,' CEO Jim Crowley said.

In a report released Thursday, Democratic lawmakers criticized not just Wells Fargo but its regulators' responses to the megabank's predatory practices.

The three agreements nearly double DPL's RIA membership.

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

Outgoing Pershing Advisor Solutions CEO Mark Tibergien still plans to do some consulting and coaching, and says his decision to retire had nothing to do with competitor Schwab’s upcoming merger with TD Ameritrade.