Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Mariner Nabs Integrated Partners Exec to Lead Indie Channel
By Janet LevauxThe wealth firm aims to expand Mariner Independent, which supports about 1,100 advisors with $40 billion of assets.
June 11, 2025
FPA Debuts Planning ‘Competency Model’The new framework was developed by a task force chaired by Hannah Moore.
June 10, 2025
Bluespring Merges Two Wealth Management Shops in TexasThe combination creates a new firm with $1.4 billion in assets under management.
June 05, 2025
Why This Ex-Wirehouse and Bank Advisor Prefers the RIA SpaceFee-only fiduciaries can effectively serve multi-generational families and clients with complex needs, says Wealthspire’s Crystal Cox.
June 04, 2025
Why We Fight (And Why It Matters More Than Ever)Most advisory firms don’t fail because they deliver bad service. They fail because they drift into mediocrity.
June 04, 2025
$1T RIA Aggregator Captrust Names New Head of M&AMike Wunderli joins Captrust from Echelon partners, where he served as a managing director since 2016.
June 02, 2025
Hightower Completes CEO Transition, Handing Larry Restieri the ReinsRestieri, a former Goldman partner, takes over from Bob Oros, who held the role since 2019.
May 30, 2025
How to Reshape Financial Services for Female Advisors and ClientsThe industry benefits when both advisors and clients broaden their wealth mindset, CFP Cary Carbonaro maintains.