Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
CFP Board Names New CEO
By Melanie WaddellK. Dane Snowden, who has been CFP Board's chief operating officer since 2023, will replace Kevin Keller.
January 14, 2026
Scott Willette to Lead Tech at DocupaceThe executive brings more than two decades of technology development and leadership experience to the role.
January 12, 2026
To Navigate Volatility, Find the Signal in the NoisePortfolios benefit by sticking to fundamentals while responding to risk, according to Alexandra Wilson-Elizondo of Goldman Sachs.
January 12, 2026
Edward Jones Meets Pledge to Expand Advisor Profit AwardsA regulatory filing shows the expanded limited partner strategy, announced in November, is now in effect.
January 09, 2026
BNY Pershing to Launch RIA Referral ProgramExecutive Ben Harrison says significant scale gives BNY Pershing a unique opportunity to match advisors and investors.
January 06, 2026
Mariner Acquires Two RIAs With $1.8B in AssetsThe RIA firm has scooped up First National Advisors in Massachusetts and Strava Wealth in Pennsylvania.
January 02, 2026
Why AI Should Be Advisors' Best Friend in 2026Financial professionals who don't leverage it "might be replaced," says Cheryl Nash, head of InvestCloud's APL business.
December 23, 2025
At Elevation Point, Laying the Foundation for AI GrowthThe recent partnership with Milemarker is a harbinger of what’s to come, execs Jud Mackrill and Jim Dickson say.