Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Trust & Will CEO Bets Big on AI Agents, Warns of Misuse
By Rob Burgess"I genuinely do worry about the predatory opportunities," Cody Barbo tells ThinkAdvisor.
October 15, 2026
Schwab Plans Proprietary Long-Short Product, Touts AI AdvancesThe firm seeks "sustainable ways" to meet demand for tax-aware strategies, CEO Rick Wurster says.
October 14, 2026
Cresset Appoints Joe Zidle as Chief Market StrategistPreviously, he held strategy roles at Blackstone Private Wealth, Richard Bernstein Advisors and Merrill.
September 28, 2026
How AI Accelerates Growth for Forward-Thinking FirmsThere are two key drivers of above-average growth, and AI helps both, Envestnet exec Jonathan Linstra says.
September 22, 2026
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Efficiency Creator or 'Deal Killer'? David DeVoe Is Watching AIThe M&A consultant also discusses the rise of the "meta RIA" and why private equity in wealth management isn't so bad.
September 22, 2026
Mercer Names Cynthia Loh to New Executive RoleAs chief platform officer, Loh will oversee the operating system that anchors the RIA's client and advisor experience.
September 18, 2026
Buffett Steps Aside as Berkshire Hathaway ChairmanBuffett remains as chairman emeritus as his son steps up to lead the board.
September 17, 2026
How Podcasting Can Pay Off for AdvisorsA conference panel notes the format's ability to reach clients and prospects, even with a modest audience, through patience and persistence.