Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Why This Ex-Wirehouse and Bank Advisor Prefers the RIA Space
By John ManganaroFee-only fiduciaries can effectively serve multi-generational families and clients with complex needs, says Wealthspire’s Crystal Cox.
June 02, 2025
Hightower Completes CEO Transition, Handing Larry Restieri the ReinsRestieri, a former Goldman partner, takes over from Bob Oros, who held the role since 2019.
May 30, 2025
How to Reshape Financial Services for Female Advisors and ClientsThe industry benefits when both advisors and clients broaden their wealth mindset, CFP Cary Carbonaro maintains.
May 29, 2025
Ex-Envestnet Exec to Head Cetera's RIA Blueprint PlatformAndina Anderson was a managing director at Envestnet and leader of its Tamarac unit.
May 28, 2025
How to Become an MVP for HNW ClientsThe wealthy don’t often realize what they need until a problem arises. That’s where financial advisors come in.
May 27, 2025
Orion Splits Board of Directors, Launches Advisory CouncilThe new advisory council features a number of former Orion executives, including its founder, Eric Clarke.
May 20, 2025
Luminaries 2025 Nominations Are OpenThinkAdvisor is taking nominations for our expanded awards program through Aug. 4. There's no cost to participate.
May 16, 2025
5 Misconceptions About Going IndependentThe move may seem like a leap into the unknown but can create clarity, control and long-term value.