RIAs were consolidated and advisor teams shuffled amongst firms, with Wealthspire and Janney making significant noise. FINRA gave its highest honor to a financial education consultant working with Native American tribes, Envestnet will help customers choose health insurance, the North American Securities Administrators Association wants your input on rules that would make it difficult for firms or individuals with unpaid awards to do business, and much more. Scroll through to find what you might have missed this week in financial planning news.
J.P. Morgan, LPL Financial, Stifel, plus augmented reality education, NASAA rule commenting and more
