Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Bill Crager, Former Envestnet CEO, Has a New Gig
By John ManganaroCrager has joined the private markets infrastructure company iAltA Holdings as a founding member.
October 08, 2025
Planning Offers Many Women the Kind of Career They Want: CFP BoardThe relationship aspect of the people-first profession is especially appealing, an industry report finds.
October 07, 2025
Cetera Nabs $1.1B Commonwealth Team in New JerseyKing Financial Network is joining Cetera’s Summit Financial Networks community.
October 02, 2025
Amplify Taps Elite Advisor Group Co-Founder as CMOJack Martin has been appointed as the enterprise growth platform’s first chief marketing officer.
October 02, 2025
UHNW Institute Launches Single-Family Office Leadership GroupThe Single Family Office Circle's offerings include unbiased content, peer forums, practice development tools and networking resources.
October 01, 2025
RFG Advisory Taps Dynasty Co-Founder as PresidentEd Swenson left the financial firm in 2023 for an interim role at Osaic before landing at RFG.
September 30, 2025
Two Big Social Security Advisory Groups Join ForcesNARSSA’s president, Martha Shedden, said partnering with Social Security Advisors is a major step forward for both groups.
September 25, 2025
Longtime Raymond James Exec Departs to Launch Advisor ConsultancyThe experience of surviving cancer helped solidify the decision to start a consulting firm, Steve Voss says.