It is the latest of several popular PFM apps to close down in recent weeks.

The microinvesting site, which now has over 2 million accounts, allied itself with Clarity Money.

The new complex manager will oversee 43 advisers at the regional brokerage.

The deciding factor might be ruthlessness.

Tech tools can make planning more efficient and show the value of the service, experts say.

It might seem unusual for an Old National Bancorp to lure away a regional executive from the much larger Fifth Third, but not in wealth management, where competitiveness can be as much about emphasis as size.

They play a critical role in recruiting and supporting advisers. See who made the cut for this year's honoree list.

The regional firm has been trying to recruit more advisers, particularly those from wirehouses.

On Wall Street annually spotlights the work of the industry's elite leaders.

"We're not going to proscribe any way for clients to access us," says Mark Jordahl, president of U.S. Bank's wealth management group.