Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Robinhood's New Robo Takes Cues From High-Touch Wealth Management
By Jane Wollman Rusoff"I felt there was a gap in the market," says Stephanie Guild, a J.P. Morgan Private Bank veteran.
April 21, 2025
Ex-Securities America CEO Sues OsaicJim Nagengast is claiming breach of contract related to his departure from the financial services firm in 2024.
April 17, 2025
Commonwealth Advisors Have Decisions to Make as LPL's Rivals Come KnockingLPL wants the just-acquired firm's advisors to sign on by June 1. But many have other options.
April 17, 2025
Stay or Go? Advisor Consultant Offers 7 Points to ConsiderAdvisor transition specialist Maria Kutscher outlines a framework to assess potential exits.
April 08, 2025
LPL Taps Former JPMorgan Exec as Chief Data and AI OfficerVaughn Harvey has held tech leadership roles at several major financial services firms.
April 02, 2025
Morgan Stanley Nabs $1B Team From UBSThe New York-based group focuses on serving professional athletes and entertainers.
April 01, 2025
Sequoia Acquires $4B Wealth and Tax FirmThe addition of Carlson Capital Management is the financial group's ninth completed deal since 2023.
March 27, 2025
XY Planning Network Tops 2,000 Advisors After Record 2024CEO Alan Moore says the network is benefitting from higher demand for fee-only fiduciary financial advice.