Sarah Martinson

The promotion comes as wealth management firms accelerate efforts to roll out digital advice platforms.

While most of the wealth management industry migrates to the higher net worth clients, CUNA sticks with its credit union base. In fact, it’s looking to expand its footprint.

The wirehouse announces another huge hire weeks after saying it would be cutting back on recruiting.

The two advisers generated $7 million in annual revenue, according to their new employer.

The wirehouse's latest hire has 21 years of industry experience.

The advisers say they want provide better services to female clients.