Stephen Langlois, who served as chief revenue officer and head of business development at eMoney Advisor until he stepped down in January, has been named president of Kestra Financial. James Poer will remain CEO of the parent company, Austin, Texas-based Kestra Financial Inc., the company said in a release.
Langlois will assume responsibility for the Kestra-branded broker-dealer and registered investment adviser platforms, with a focus on delivering technology and platform innovation.
Before his 2½ years at eMoney, Langlois spent more than five years at Fidelity and seven years as an executive vice president at LPL Financial.
Five low-cost index ETFs to anchor Trump Accounts as advisors weigh options against 529 and UTMA plans for clients
A bipartisan proposal aimed at aligning advisor compensation rules with modern business structures is headed to the full House.
Vanilla is extending its estate planning tech to Callan Family Office's ultra-high-net-worth business, while WealthFeed's organic growth engine will now be available to roughly 100 advisors at The Mather Group.
“We are helping families take an important first step toward building a financial foundation for the next generation,” said Franklin Templeton CEO Jenny Johnson
Richard Brothers Financial Advisors joins the fee-only RIA, adding its first Maine office and $240 million in client assets
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
