Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Merit Names LPL, UBS Veteran to New Tech Chief Post
By Rob BurgessJohn Rajes joins amid rapid growth for the firm, which recently completed its 61st acquisition.
August 27, 2026
Matt Reiner Says 'Every Human Needs a Human Financial Advisor.' He Thinks AI Can Help.With Capital Investment Advisors, the FPA has developed FPAi Authority to educate advisors on the technology.
August 27, 2026
PRO
Selling Your RIA to Private Equity Without RegretsTalk to multiple firms, do your homework and prepare for a mindset shift, Allworth Financial co-founder Scott Hanson advises.
August 25, 2026
8 Steps to Rebuild Advisory-Firm Workflows for GrowthDetermine what to protect, what to simplify and what to overhaul before friction becomes a barrier.
August 24, 2026
What It Takes to Advise Athletes and Entertainers at UBS"It takes a little more education and effort" to build these relationships, says Adewale Ogunleye, who runs a training program.
August 24, 2026
Kestra Appoints New Head of Wealth ManagementAfter 13 years at BlackRock, Kelly Apple replaces John Amore, who had been promoted to president.
August 19, 2026
How to Scale Up the Smart WayWhen it comes to growing your advisory firm, taking shortcuts adds complexity without building real leverage.
August 18, 2026
PRO
How to Keep Clients Out of Medicare Plan DramaSome years, all paths are pleasant. That's probably not the case this year.