Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Two Ex-Athletes Launch Sports Fund With $500 Minimum
By Jane Wollman RusoffThe mission of the Champions Fund, Marques Colston and Nick Edwards say, is "alts for all!"
July 23, 2026
Why AI Helps Advisor Value: Stifel CEORecruiting remains very competitive, Ron Kruszwekski maintains, even as fears over the technology's effects have plagued the industry.
July 17, 2026
Inside Clark Capital's $45B Growth RunMany advisors consider the asset manager, acquired by Raymond James, an extension of their own offices, execs say.
July 07, 2026
Don't Forget the Personal Rungs on the Career LadderOver my long career representing financial professionals, I've learned that money and ego are not enough to succeed.
July 01, 2026
6 Things That Matter Most When Advisors Switch FirmsThe firms attracting the best financial professionals are investing in long-term sustainability, not short-term recruiting wins.
June 30, 2026
SEC to Conduct Broad Enforcement ReviewChair Paul Atkins says the agency is "redirecting resources toward the types of misconduct that inflict the greatest harm."
June 25, 2026
A Conference Built Around Creativity and What Comes NextAffiliated Advisors gathered wealth managers for three days of practice management sessions and peer learning.
June 18, 2026
What the Best Advisors Do for Their Wealthy Clients"Clients don't hire you to amaze them" with high short-term returns, Morgan Stanley UHNW advisor Michael Warr says.