Third party marketers

These wealth management execs, among the best in the channel, oversee their teams in the midst of major industry changes brought on by technology, demographics and smaller branches.

CUSO and Infinex plan to not only lower minimums and adjust pricing on advisory accounts but also partner with digital advice providers in a bid to serve a wide range of customers.

In a surprise move on Wednesday, the company went public with its plans to prepare its advisors and financial institutions for the coming regulatory changes.

Fee business took hits from both the market and digital advice providers that caused banks to lower fees.

Industry observers hail the combination, noting that Infinex focuses on small banks while Essex deals with larger institutions.

The Spokane, Wash.-based credit union will look to CUSO to rebuild its investment program and integrate it into its core offerings and services.

Raymond James, Stifel, Baird and a dozen other "Main Street" firms are behind the newly created American Securities Association.

The community bank will be looking to Raymond James to help it grow its investment services program, which currently has nearly $100 million in AUM.

The virtual credit union was attracted to Cetera's "rep on demand" and other virtual advising services.

The Scranton, Pa.-based bank will look to LPL to help grow its wealth management business, which the bank has identified as a core strategy for 2016 and beyond.

The Iowa locally owned bank moved to Raymond James after a 20-year run with another broker-dealer.

The institution employs four advisors who have $112 million in AUM.

One of the 10 largest credit unions chooses Raymond James after an 11-year run with another broker-dealer.

The Short Hills, N.J., bank chose Invest Financial for its home office resources, scale and technology.

The community bank saw Raymond James' financial services and resources as fitting well with its customer-focused strategy.

First National Bank of Bemidji in Minnesota is looking to add advisors and clients.

The Syracuse, N.Y.-based credit union chose CUSO from among five third-party broker-dealers for its technology, reporting capabilities and specialization in financial institutions.

The nation's seventh largest credit union moved its investment program to CUSO Financial Services drawn in part by its technology systems and accessibility.

The Wayne, N.J.-based bank chose Cetera Financial Institutions because it believed the firm could help the bank expand its service offerings into the mass-affluent market.

The community bank says that LPL's compliance resources and technology were major factors in its decision.