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MAY 31, 2018

PEOPLE

Schwab Names New Head of Advisor Tech

Samuel Steinberger

Charles Schwab brings data to the forefront with the promotion of its former global data officer, Andrew Salesky.

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INDUSTRY

Pinnacle Private Wealth Leaves LPL for Triad Advisors

Michael Thrasher

The move by the Boston-based firm overseeing $750 million in client assets was “years in the making.”

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TECHNOLOGY

Principal Financial Group Acquires Digital Advice Platform RobustWealth

Samuel Steinberger

The $670 billion AUM Principal Financial Group has been working with the fintech provider since last year. RobustWealth will continue to license the platform to firms outside Principal.

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