LPL Financial CFO Matt Audette presented at the Credit Suisse 19th Annual Financial Services Forum held at The Ritz-Carlton Key Biscayne in Miami on Feb. 13.

Wilmington Trust recently named Chris Mone president of its U.S. markets.

First Republic has received the top overall award for private banking from Private Asset Management magazine, marking eight years in a row that it has attained such recognition.

Planadviser chose awardees based on retirement plan assets and number of plans.

Nearly three out of four investors believe recent tax reform in the U.S. will make business ownership more attractive, according to the quarterly Investor Watch report recently released by UBS Wealth Management USA.

He will succeed Skip Spriggs in his new role on March 1.

The recognition marks Nationwide's fourth consecutive year on the list.

Brandi Casavant brings more than five years of banking experience to the position.

Forbes recently recognized 248 advisers from financial services firm UBS on the first “Best-in-State Wealth Advisers” list.

Investments & Wealth Institute will hold a conference on investment and wealth management from May 6-9 at the Music City Center in Nashville, Tennessee.

Cornerstone Bank in Watford City, which is owned by Cornerstone Holding Co., recently promoted three employees.

Sammons Financial Group, a parent company of Midland National, has launched a redesign of its website branded "With You for Every Moment" and designed to focus on its member companies' products, financial services and investor information, among other areas.

Co-publishing with London Business School faculty, the Credit Suisse Research Institute recently released its 2018 edition of the Credit Suisse Global Investment Returns Yearbook, providing data for nearly two dozen nationwide stock and bond markets.

Credit Suisse Asset Management recently reported that despite a difficult winter sparking changes in the commodities sector, the Bloomberg Commodity Index Total Return performance marked a positive result for January 2018.

Retirement savings advisory firm Security Benefit Life Insurance Co. of Topeka, Kansas recently unveiled its RateTrack Plus, a floating rate annuity with benefits engineered to buffer clients in a variable interest rate market.

Advising small business owners not to let a false sense of immunity compromise cyber security, Cornerstone Bank is preparing for seminars to enhance entrepreneurial protection at multiple locations in North and South Dakota on March 21.

After full regulatory approval, Principal Financial Group recently culminated its acquisition of MetLife Afore, a pension fund management enterprise based in Mexico City, poising Principal as Mexico’s fifth-largest Afore entity.

Prudential Financial Inc. recently called for American employers to embrace benefits inclusive of financial wellness in recognition of two specially designated time periods over the past month.

Baird, a global wealth management firm with offices in three continents, recently brought on Richard Bingaman as SVP and financial advisor to its Elgin, Illinois office, along with client assistant Barbara Marshall.

The free financial education program is in over 200 locations, including an online financial wellness platform.