People

Plan-It, a financial literacy app, wins judges' approval and $50,000 from TD Ameritrade Institutional.

Timothy O’Hara will be president of the Rockefeller multifamily office and part of the firm's executive team.

Gross, 74, announced his retirement Monday from his post at Janus Henderson Group Plc, the investment firm he joined in late 2014 after suddenly leaving Pacific Investment Management Co. that year.

David Frame will become chief of U.S. Wealth Management for JPMorgan Chase.

The organization also added new independent advisors to replace two leaving.