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Modera Wealth reached $2 billion in AUM with its latest RIA acquisition.

Regional directors are “sorry to see Doug go," a Cetera adviser says. Tom Taylor, now COO, will take his place.

Executives also estimate how much of their advisory force will quit in the wake of the DoL rule.

Frank Negro is the global practice leader for NTT DATA Healthcare Services.

The firm is preparing for the fiduciary rule and contesting a lawsuit alleging that Raymond James allowed a $350 million fraud to be perpetuated.

On Wall Street's annual ranking of successful young planners.

As a Managing Director, Beth leads the development of tools to help providers incorporate the Compass Principles quality framework into their product design and delivery. With her career background focused on expanding opportunities for underserved communities, Beth is excited about the potential for well-designed products and services to improve people's financial health. A native Midwesterner and forever a cheesehead at heart, Beth currently lives and works in New York City. Beth holds an M.B.A. from the Yale School of Management and a B.A. in Sociology from the University of Wisconsin-Madison.�

Jennifer Tescher is the founder and CEO of the Financial Health Network.

Daniel John Roddy is specialist leader with Deloitte Consulting LLP’s Human Capital practice.

Michael Gretczko is principal with Deloitte Consulting LLP’s Human Capital practice.