Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Ultra-Wealthy Clients Boost Investments Amid Trump Turmoil
By Jane Wollman RusoffClients have been actively reallocating, putting additional funds in the market, says Jack Ginter of Callan Family Office.
April 17, 2025
Commonwealth Advisors Have Decisions to Make as LPL's Rivals Come KnockingLPL wants the just-acquired firm's advisors to sign on by June 1. But many have other options.
April 17, 2025
Stay or Go? Advisor Consultant Offers 7 Points to ConsiderAdvisor transition specialist Maria Kutscher outlines a framework to assess potential exits.
April 08, 2025
LPL Taps Former JPMorgan Exec as Chief Data and AI OfficerVaughn Harvey has held tech leadership roles at several major financial services firms.
April 02, 2025
Morgan Stanley Nabs $1B Team From UBSThe New York-based group focuses on serving professional athletes and entertainers.
April 01, 2025
Sequoia Acquires $4B Wealth and Tax FirmThe addition of Carlson Capital Management is the financial group's ninth completed deal since 2023.
March 27, 2025
XY Planning Network Tops 2,000 Advisors After Record 2024CEO Alan Moore says the network is benefitting from higher demand for fee-only fiduciary financial advice.
March 24, 2025
Cambridge Appoints Ex-TD Ameritrade Exec as Tech ChiefSean Van Moorleghem was most recently a managing director at Charles Schwab.