TD Bank

Analysts and advisors expressed surprise at the announcement.

Like many financial companies, the brokerage wants to go where customers are. Since that means communicating with them via a third-party platform, it is working through privacy and security issues.

Nine executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Fifth Third, Huntington and J.P. Morgan Chase. Find out who they are and what their new roles entail.

The former Provident Bank wealth executive will be responsible for growing the U.S. wealth business and overseeing the development of the adviser program.