Stephen Langlois, who served as chief revenue officer and head of business development at eMoney Advisor until he stepped down in January, has been named president of Kestra Financial. James Poer will remain CEO of the parent company, Austin, Texas-based Kestra Financial Inc., the company said in a release.
Langlois will assume responsibility for the Kestra-branded broker-dealer and registered investment adviser platforms, with a focus on delivering technology and platform innovation.
Before his 2½ years at eMoney, Langlois spent more than five years at Fidelity and seven years as an executive vice president at LPL Financial.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
