Leadership

Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.

Osaic Exec Disputes Details of Multibillion-Dollar AmeriFlex Split

July 02, 2025

Osaic Exec Disputes Details of Multibillion-Dollar AmeriFlex Split
$27B RIA Taps Edelman Financial Exec as CEO

July 01, 2025

$27B RIA Taps Edelman Financial Exec as CEO
Aaron Klein’s New Venture Aims to ‘Kill Broken Meetings’

June 26, 2025

Aaron Klein’s New Venture Aims to ‘Kill Broken Meetings’
Orion Taps Ex-Zendesk Exec as CTO

June 25, 2025

Orion Taps Ex-Zendesk Exec as CTO
Wealth Consulting Group Taps Ex-LPL Exec as President

June 20, 2025

Wealth Consulting Group Taps Ex-LPL Exec as President
Mariner Nabs Integrated Partners Exec to Lead Indie Channel

June 20, 2025

Mariner Nabs Integrated Partners Exec to Lead Indie Channel
Athene Holding, Biggest U.S. Individual Annuity Seller, Names CEO

June 16, 2025

Athene Holding, Biggest U.S. Individual Annuity Seller, Names CEO