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.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
