Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Farmers Launches Fee-Based RIA
By John ManganaroThe firm says it expects wealth management and insurance offerings to drive mutual growth.
January 27, 2026
Ex-Citi Exec Sues Firm, Alleging 'Long History of Hostility Toward Women'Julia Carreon says she was debased when Citi wealth head Andy Sieg refused to deny innuendo about their relationship.
January 26, 2026
Kitces.com Collabs With New Planner CollectiveThe organizations say they will work together to bridge the gap between academic preparation and real-world practice.
January 23, 2026
Better Banking Benefits RIAs and Clients, Flourish Exec SaysBen Cruikshank, president of the wealth management technology provider, details the move to "wealth 3.0."
January 22, 2026
Edelman Financial Engines Embraces Orion TechnologyThe RIA has fully onboarded to Orion's unified tech platform as part of its accelerated growth strategy.
January 22, 2026
Flourish Cash Integrates QuickBooks, QuickenThe collaborations address one of the most requested features from Flourish's growing business client base.
January 22, 2026
Cetera Acquires $1.9B Avantax-Affiliated Wealth BusinessDarnall Sikes Wealth Partners serves high-net-worth individuals, business owners and their families.
January 21, 2026
Choreo Adds $1.3B via Dual AcquisitionThe RIA agreed to purchase substantially all of the assets of Northeast Financial Group and Herbein Financial Group.