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Fidelity and Envestnet said they are relaunching a more integrated Fidelity Managed Account Xchange platform to give clients a more streamlined experience.

Like its Wall Street rival Morgan Stanley, Citi sees a path to trillions in client assets in its workplace division.

Peter Spiegel is the founder and CEO of Ideal Living, a company whose mission is to ensure everyone has access to affordable clean air and pure water, and a solid foundation for wellness. Peter is a pioneer in direct-to-consumer marketing and an avid wellness advocate. His innovative wellness products — that include AirDoctor, AquaTru and AromaTru — have over $3 billion in sales, and have become best sellers in major retailers, such as Walmart, Target and Costco.

Data crunched by SmartAsset suggests some areas enjoyed the largest increases in median annual compensation. The No. 1 metro area saw a 101% hike in pay.

Ted McRae is the director of marketing at MakersHub.ai.

Working in teams can boost productivity, make succession easier and allow advisors to move upmarket, new research suggests.

The latest tech can boost productivity, but growth-fueling referrals depend on human interactions that make clients feel safe, smart and valued.

Tanya Krochta is EVP, COO, and Acting CEO of ACORD, the global insurance standards development association. She has over 25 years of experience in human resources and operations, and is a certified Chief Association Executive (CAE).

The deal comes as a Raymond James executive questions if advisors who choose to go with private owners won't regret their decisions in three to five years.

Christopher Buchanan is a reporter at American Banker. He is a rising senior at UCLA majoring in English literature and minoring in professional writing. He is a senior reporter at the Daily Bruin, UCLA's student newspaper.