People

Pivotal Planning Group serves high-net-worth families and employer retirement plans for small businesses.

The wealth management firm born from the Rockefeller & Co. family office continues to hire and expand, eyeing $100 billion in assets.

Allen Parker, the general counsel who took temporary control of the fourth-largest U.S. bank this year, is signaling willingness and even interest in staying on.

Drew DiMarino joins Riskalyze as EVP of sales.

In a newsletter post, the Ellevest co-founder and CEO criticizes fellow robo advisor Betterment for a lack of diversity on its investment committee.

The Female Advisor Network's "Invest in You" conference will offer opportunities for female advisors to work on long-term professional development ambitions.