Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Steward Partners Promotes 3 Senior Leaders
By John ManganaroJeff Gonyo will head wealth management, while Kirstie Eustace becomes chief administrator and Maria Condon chief of staff.
September 24, 2024
Commonwealth Nabs Two Osaic Advisors, Spotlights Partners' GrowthAegis Consulting has added Mark O'Sickey and Paul Solorzano, who worked with nearly $600 million in client assets.
September 24, 2024
Mercer Appoints Chief People Officer Amid Rapid GrowthThe firm has tapped a McKinsey & Co. alum, Elizabeth Hioe, for its senior leadership team.
September 24, 2024
Raymond James Cancels Women's Symposium Due to Hurricane ForecastThe forecasted path of Helene will bring the storm near Orlando, the site of the annual conference.
September 18, 2024
FPA Elects Future President, Board MembersDaniel Galli will head the organization in 2026, taking over from Paul Brahim.
September 17, 2024
How to Lift Yourself and Others Through Storytelling: 5 Simple StepsTelling your story can be a game changer for advisors and firms seeking strong leadership.
September 11, 2024
Ex-Thrivent Exec Launches an RIA RoundtableCarolyn Armitage's member-based organization, RIA Circle, brings together advisors to share ideas and best practices.
September 10, 2024
Orion Taps CFO From Private Equity SpaceMark Mayo joins the wealth management technology platform provider after eight years with a drug testing company.