Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
How to Scale Up the Smart Way
By Sean BaenenWhen it comes to growing your advisory firm, taking shortcuts adds complexity without building real leverage.
August 14, 2026
Dynasty's Sports-Advice Business Gets New Executive-In-ResidenceIn welcoming Greg Resh, Dynasty's CEO says sports and entertainment is one of the platform's fastest growing client niches.
August 11, 2026
Your Firm Was Acquired. How Do You Tell Your Clients?Firms must think through how to roll out these changes long before a deal is announced.
August 05, 2026
PRO
Want to Sell Your Business? Start Planning EarlyWaiting too long to implement a tax-efficient strategy is a mistake, says Bryan Bibbo of Prosperity Capital Advisors.
July 27, 2026
Two Ex-Athletes Launch Sports Fund With $500 MinimumThe mission of the Champions Fund, Marques Colston and Nick Edwards say, is "alts for all!"
July 24, 2026
Vanguard Taps New Chair for 2027Kenneth Jacobs, the former Lazard chair and CEO, is set to succeed Mark Loughridge, who retires Dec. 31.
July 23, 2026
When Taxes and Generational Wealth Collide, Here's What to DoStrategies to mitigate potential burdens on heirs, John Vento suggests, are powerful preservation tools — when used properly.
July 23, 2026
Why AI Helps Advisor Value: Stifel CEORecruiting remains very competitive, Ron Kruszwekski maintains, even as fears over the technology's effects have plagued the industry.