Conquest Planning's Mark Evans Stepping Down as CEO

Published on December 2, 2025

Chief Revenue Officer Brad Joudrie will move into the CEO role as Evans takes on executive chairmanship.

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9 Investment Must Reads for This Week (Dec. 2, 2025)

December 2, 2025
Morningstar looked at where tax-loss harvesting might still exist in portfolios. Vanguard reversed course and is now allowing trading of crypto ETFs on its platform. These are among the investment must-reads we found this week for financial advisors.

Top Thrivent Wealth Management Executive Departs

December 2, 2025
Thrivent has confirmed that Christopher Osborne, vice president of wealth management, has left the Minneapolis-based financial services firm, but declined to provide a reason.