Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
How AI Accelerates Growth for Forward-Thinking Firms
By Jane Wollman RusoffThere are two key drivers of above-average growth, and AI helps both, Envestnet exec Jonathan Linstra says.
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.
September 17, 2026
How Founders Can Get Out of Their Own WayA panel of CEOs discussed how the people who built a company can avoid becoming the ones holding it back.
September 16, 2026
With Claude for Financial Advisors, Anthropic Reflects AI's Potential in WealthPeter Nolan, head of asset and wealth management, discusses the suite development and related technology collaborations.
September 15, 2026
How to Close the Planning Implementation GapThe disconnect creates additional work and can make it harder for clients to understand whether their investments remain aligned.
September 14, 2026
Despite Major Risks, Financial Pros Doubt AI Will Be SlowedLeaders acknowledge concerns after Anthropic's CEO called for "pacing" further AI development.
September 02, 2026
Merit Names LPL, UBS Veteran to New Tech Chief PostJohn Rajes joins amid rapid growth for the firm, which recently completed its 61st acquisition.