Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
How Top Advisors Build Momentum
By Jud MackrillGrowth is stitched together from moments that deepen trust instead of breaking it.
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.
October 09, 2025
Stratos Wealth Names Ex-Hightower Exec as COOCharis Jones will oversee the firm's advisory operations and supervision departments, as well as Stratos Investment Management.
October 09, 2025
Carson Group Tops $50B in AUMCEO Burt White reflects on a major milestone for the firm and his vision for its future.
October 08, 2025
Planning Offers Many Women the Kind of Career They Want: CFP BoardThe relationship aspect of the people-first profession is especially appealing, an industry report finds.