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Robert Limmer made the move after less than a year at Gladstone Wealth Group.

Brian McConnell is chief executive officer at InterOptic, a global independent provider of optics technology. InterOptic helps enterprise companies and government institutions meet increasing bandwidth, complexity, and interoperability demands in their modern IT networks

Genstar puts consolidator Mercer Advisors up for sale.

Once selected, the chapters will begin a two-year centralized testing process.

Clients have to increase their risk exposure to ensure they don’t outlive their savings.

Gary DeVicci, CFP, AEP, is owner of CPI Planning in Voorhees, New Jersey. He specializes in custom designed strategies to reduce tax liabilities and increase efficiencies of investment accounts, life insurance and planning. He can be contacted at garyd@cpiplanning.com or (865) 874-1250.

The chairman dismisses criticism as misguided, but leading investor advocates say he is misstating their views and glossing over real regulatory problems.

Even if it's best for the team, it won't be easy.

Shobin Uralil is COO and co-founder of Lively.

The wirehouse’s latest litigation suggests other everyday activities of defectors could come under scrutiny.