Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Financial Services Needs to Raise Bar on Convenience: Schwab CEO
By Dinah Wisenberg BrinRick Wurster noted a "bull market for convenience" and said Schwab would "invest heavily" in making things simpler.
November 06, 2025
Indivisible Partners Taps Wealth.com for Estate PlanningThe RIA, founded by Merrill Lynch veterans John Thiel and John Hogarty, has selected Wealth.com as its exclusive provider.
November 06, 2025
Modern Wealth Taps Derek Bruton to Lead M&AThe Schwab and LPL veteran will oversee inorganic growth strategy and lead the partnership development team.
November 05, 2025
Alaris Acquisitions Launches M&A Portal for BuyersThe digital hub helps acquirers present their firm to potential sellers through distinct profiles, videos and interactive insights.
November 05, 2025
Madison Dearborn Forges $580B Firm Under Wealthspire BrandFormer Wealthspire Advisors CEO Michael LaMena will lead the new organization, which unites the NFP units acquired from Aon.
November 03, 2025
Nationwide Pledges $1.5B to Tech Innovation Through 2028The firm's investment includes $100 million in annual outlays earmarked to advancing artificial intelligence.
November 03, 2025
MAI Completes Evoke Advisors Acquisition, Creating $65B Wealth EnterpriseMAI has also made new leadership appointments to help guide the combined firm’s next chapter of growth.
November 03, 2025
FPA Names 2026 President-ElectDaniel Galli will lead the Financial Planning Association next year, with D. Crystal Alford-Cooper following in 2027.