Sequoia Names New President, Chief Growth Officer
By John ManganaroAnnie McCauley will take over from Tom Haught to lead the $30 billion hybrid RIA.
October 15, 2025
Jay Shah, Edelman Financial Engines CEO, Steps DownRalph Haberli, who serves as the firm's president, is taking over as the acting leader.
October 15, 2025
Hightower Rolls Out Branded RIA ChannelAdvisors who join Signature Wealth will get support in operations, marketing, technology and investment management, the firm says.
October 14, 2025
6 Wealth Management M&A Trends to WatchDealmaking is on track to hit another record in 2025, MarshBerry reports.
October 10, 2025
Schwab Advisor Network to Boost Client Asset Minimum to $2M"It’s not just a service adjustment; it’s a structural shift," an advisor said.
October 09, 2025
CAIS Expands Tech Integration With SchwabThe deepened relationship should streamline processes for advisors, the alternative investment platform said.
October 09, 2025
CFA Level II Pass Rate Drops to 44%, Below the Decade AverageAfter factoring in the 54% pass rate from the May test, the decade average ticked up to 46%.
October 07, 2025
RIAs Cautiously Optimistic, See Stock Gains in Year AheadAbout a third have increased equity allocations ahead of expected rate cuts, a new survey finds.