Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Osaic Pulls $200M Du Lac Wealth Services From LPL
By Rob BurgessDu Lac Wealth, based in North Carolina, is the sixth firm to leave LPL for Osaic this year.
May 01, 2026
Leaders Seek to Address 'Big Question Mark' Around Private MarketsAdvisors and investors need more education and also more consistent, transparent reporting, private credit executives say.
May 01, 2026
Vanguard CEO Aims to Expand Access to Advice"High-quality financial advice shouldn't be a luxury good," Salim Ramji said in his annual letter.
April 30, 2026
How to Get Rich and Why Advisors Matter: A Historian's TakeJoseph S. Moore, author of "How to Get Rich in American History," defends annuities, financial gurus and American optimism.
April 30, 2026
Jump Adds to Leadership Team, Announces New CollaborationOver the past few months, the AI-powered operating system has expanded its focus beyond note-taking.
April 28, 2026
Carlyle Gives MAI More Fuel for Its M&A Push"We're at the end of the beginning," the $75 billion RIA's CEO, Rick Buoncore, tells ThinkAdvisor.
April 22, 2026
Foundation for Financial Planning Starts Search for New CEOJon Dauphiné, the leader of the nonprofit for more than a decade, plans to retire at year-end.
April 21, 2026
Raymond James Unit Taps Ex-DFA Exec to Lead ETF StrategyKristi Higgins had been a senior investment strategist at the advisory firm.