Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
RBC Recruits $1.7B Ex-UBS Team for New Downstate NY Branch
By John ManganaroThe eight-member team joined RBC’s new branch in Westchester, New York.
July 02, 2025
Osaic Exec Disputes Details of Multibillion-Dollar AmeriFlex SplitReports of a surprise $12 billion exodus are inaccurate, Osaic wealth exec Greg Cornick says.
July 01, 2025
$27B RIA Taps Edelman Financial Exec as CEOChicago-based Choreo has hired Jason Van de Loo to serve as its new leader.
June 26, 2025
Aaron Klein’s New Venture Aims to ‘Kill Broken Meetings’The ex-Nitrogen CEO says AI note-takers are actually making meetings worse for financial advisors.
June 25, 2025
Orion Taps Ex-Zendesk Exec as CTOValli Nachiappan takes on the role after a career in client experience technology development.
June 20, 2025
Wealth Consulting Group Taps Ex-LPL Exec as PresidentAndy Kalbaugh joins the hybrid RIA, which uses LPL as its broker-dealer, as it enters a growth phase.
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.