Career moves

In addition to the major robo-advisory deal, this week's recap features new partnerships for Vestwell and Riskalyze, and a new leader at Advisor360°.

Following Don Plaus's retirement announcement last week, Merrill is moving around longtime veteran insiders to fill his role.

Don Plaus, a Merrill veteran who oversaw the Private Wealth advisors' expansion in Florida, came from a "modest background" but over a long career, rose to lead teams advising many of the world's richest people.

The founders of the Financial Professionals Coalition contend that most industry groups back firms and big players. They plan to stand up for the little guy.

Merrill Video Pro wants to transform planners into their clients' most clickable content creators

Nathan Stibbs will be the midsize independent firm's first director of corporate strategy after it picked up more than a dozen teams in 2022.

The case of fired broker Cory Clem, who accused former Edward Jones colleagues of betraying him and stealing his valuable client relationships, illustrates how things can go wrong during transitions. Here's what advisors can learn about making a clean break.

The pandemic changed work, and the colloquial terms and phrases that go with it.

Joe Duran, the former head of United Capital, the RIA that Goldman bought in 2019, is stepping back from his role as a bank partner but will continue as a consultant. Here's what that change and others mean for advisors.

The certifying group says a change in its tax-exempt status will let it communicate to the public everything financial planning, from advisor salaries to the profession's accommodating hours.