Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Joe Duran's Rise Growth Makes Third Minority Investment
By John ManganaroThe stake in Krilogy is meant to accelerate overall growth and geographic expansion.
October 20, 2025
How Top Advisors Build MomentumGrowth is stitched together from moments that deepen trust instead of breaking it.
October 20, 2025
Prudential Grows Presence in Manhattan, New JerseyThe firm has expanded its office in Rockefeller Center and opened a new location in Monmouth County.
October 16, 2025
How RIA Owners Can Fund Growth While Keeping ControlMinority investments can be a good option for mid-career advisors looking to scale, Michael Belluomini says.
October 15, 2025
F2 Buys Hedge Fund Strategy and Tech Consulting ShopThe research firm's deal for HBMJ Consulting aims to complement the prior acquisition of Aliter Investment Services.
October 14, 2025
Mercer Hires Ex-LPL Exec to Lead Integration EffortsKatelyn Shackleton is tasked with piloting integration and accelerated growth of newly acquired partner firms.
October 13, 2025
Cetera Adds $1.8B Team From Northwestern MutualThe 34-member advisory unit of Pillar Financial Group is now part of Cetera Advisors.
October 09, 2025
Bill Crager, Former Envestnet CEO, Has a New GigCrager has joined the private markets infrastructure company iAltA Holdings as a founding member.