Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Why Rise Growth Partners Favors Middle-Market RIAs
By John ManganaroCompanies in the $3 to $10 billion range can implement change more nimbly, Joe Duran tells ThinkAdvisor.
October 21, 2025
Sequoia Names New President, Chief Growth OfficerAnnie McCauley will take over from Tom Haught to lead the $30 billion hybrid RIA.
October 20, 2025
How Top Advisors Build MomentumGrowth is stitched together from moments that deepen trust instead of breaking it.
October 20, 2025
Prudential Grows Presence in Manhattan, New JerseyThe firm has expanded its office in Rockefeller Center and opened a new location in Monmouth County.
October 16, 2025
How RIA Owners Can Fund Growth While Keeping ControlMinority investments can be a good option for mid-career advisors looking to scale, Michael Belluomini says.
October 15, 2025
F2 Buys Hedge Fund Strategy and Tech Consulting ShopThe research firm's deal for HBMJ Consulting aims to complement the prior acquisition of Aliter Investment Services.
October 14, 2025
Mercer Hires Ex-LPL Exec to Lead Integration EffortsKatelyn Shackleton is tasked with piloting integration and accelerated growth of newly acquired partner firms.
October 13, 2025
Cetera Adds $1.8B Team From Northwestern MutualThe 34-member advisory unit of Pillar Financial Group is now part of Cetera Advisors.