Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Aaron Klein’s New Venture Aims to ‘Kill Broken Meetings’
By John ManganaroThe ex-Nitrogen CEO says AI note-takers are actually making meetings worse for financial advisors.
June 20, 2025
Mariner Nabs Integrated Partners Exec to Lead Indie ChannelThe wealth firm aims to expand Mariner Independent, which supports about 1,100 advisors with $40 billion of assets.
June 16, 2025
Athene Holding, Biggest U.S. Individual Annuity Seller, Names CEOGrant Kvalheim is set to take the reins from Jim Belardi, a company co-founder, on July 1.
June 12, 2025
Cetera Adds 'RIA and Branches' ChannelJen Hanau, a veteran of Mariner, Fidelity and Schwab, has been brought on board to lead the unit.
June 11, 2025
FPA Debuts Planning ‘Competency Model’The new framework was developed by a task force chaired by Hannah Moore.
June 10, 2025
Bluespring Merges Two Wealth Management Shops in TexasThe combination creates a new firm with $1.4 billion in assets under management.
June 05, 2025
Why This Ex-Wirehouse and Bank Advisor Prefers the RIA SpaceFee-only fiduciaries can effectively serve multi-generational families and clients with complex needs, says Wealthspire’s Crystal Cox.
June 04, 2025
Why We Fight (And Why It Matters More Than Ever)Most advisory firms don’t fail because they deliver bad service. They fail because they drift into mediocrity.