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.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
