Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
How to Ditch Jargon When Talking With Clients
By Glenn DorseyTranslating investment concepts into plain language builds trust, keeps clients confident and supports retention and growth.
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.
November 19, 2025
GTCR to Acquire Fiduciary Trust CompanyThe wealth manager is entering its 14th decade in operation with a new private equity owner.
November 14, 2025
$6B UBS Breakaway Team Launches Indie RIAThe newly formed 71 West Capital Partners will use BNY Pershing for custody, clearing and related services.
November 13, 2025
Why Advisory Firms Are Chasing 'The Same Person'With headcounts not expanding, successful advisors have options to grow their books, recruiter David Testerman maintains.