Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
What the Best Advisors Do for Their Wealthy Clients
By Jane Wollman Rusoff"Clients don't hire you to amaze them" with high short-term returns, Morgan Stanley UHNW advisor Michael Warr says.
June 12, 2026
Ensemble Practice Names Catherine Williams COOThe former Dimensional Fund Advisors executive will also lead the consulting firm's advisor development program.
June 12, 2026
Are More Life and Annuity Issuers Set to Merge?The Corebridge-Equitable deal has other CEOs thinking about additional M&As. Here's what a deal surge could mean for advisors and for the industry.
June 09, 2026
Growth in Dual Registrants Makes Sense: FINRA CEORobert Cook talked with FSI's Dale Brown about the convergence of the BD and IA models.
June 08, 2026
Tina Powell, Industry Marketing Leader, Dies at 59The Intention.ly partner "had an incredible way of making people feel seen," a colleague wrote.
June 05, 2026
Veteran UHNW Leader Named President of Beacon TrustAnnamaria Vitelli has also been named Provident Bank's new chief wealth officer.
June 02, 2026
SEC Adds 4 Members to Investor Advisory CommitteeThe newcomers include Sheldon Ray, a former senior vice president at Raymond James & Associates.
May 29, 2026
Advyzon Sees the Promise and Peril of AI in Wealth ManagementKevin Hughes, who heads financial planning, is helping debut an agentic AI framework over the next few months.