Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
eMoney Set to Launch Premium Client Portal, New Planning Features
By John ManganaroCEO Susan McKenna and other executives offered a roadmap for platform innovation in the year ahead.
October 16, 2024
Osaic Hires CFO From Thomson ReutersKristy Britt was head of finance for operations and technology at the company.
October 15, 2024
Commonwealth Rolls Out Tax Planning, Efficiency Tools for AdvisorsWayne Bloom says he likes to think of Commonwealth as a time merchant for advisors.
October 09, 2024
XY Planning Network Marks 10th AnniversaryThe network has proven that serving younger clients is "not only viable, it's profitable," says CEO Alan Moore.
October 09, 2024
Cetera CEO: What's Next After Protective Life DealThe firm aims to "make the big feel small" for its 12,000 advisors across channels, CEO Durbin says.
October 02, 2024
How Private Equity Ownership Will and Won't Change AssetMarkTwo top executives from the firm offered ThinkAdvisor an inside look at AssetMark's growth strategy.
October 01, 2024
LPL Fires CEO Dan Arnold for MisconductArnold made statements to employees that violated LPL's code of conduct, an investigation found.
September 30, 2024
LPL Names Cheri Belski Head of Investment Management SolutionsCheri Belski is tasked with leading investment efforts across LPL's research programs, investment products and advisory platforms.