Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Want to Grow? Keep Doing the Right Things, Over and Over
By Jane Wollman RusoffMerit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.
December 08, 2025
How to Ditch Jargon When Talking With ClientsTranslating investment concepts into plain language builds trust, keeps clients confident and supports retention and growth.
December 08, 2025
Why I'm a Zoomers Convert, and You Should Be TooGen Zers are quietly becoming the most valuable assets in financial services, and most firms are missing the boat.
December 04, 2025
Vanguard’s Crypto ETF Flip Is Part of a Bigger ShiftThe firm has been on a new-product tear under CEO Salim Ramji.
November 25, 2025
The Future of Wealth Management Goes Far Beyond Retirement Planning: Bill CragerExpectations are high for the clients of the future, the former Envestnet CEO says.
November 24, 2025
Fidelity Clearing and Custody Exec to DepartRohit Mahna, client growth head, is leaving the asset manager after nearly four years.
November 21, 2025
Merit Adds $1.2B, Proprietary HNW Planning Technique via Blueprint AcquisitionThe deal expands Merit's presence in Illinois and Wisconsin, including entry into the Chicago market.
November 21, 2025
Top Advisors Once Shunned Edward Jones. Now They Come Knocking.The firm has made major changes to lure million-dollar producers, recruiter Jason Henderson says.