Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Carson Group Hires SVP of Business Development
By Rob BurgessKevin Peterson previously served as senior vice president of sales at Osaic.
August 05, 2026
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Want to Sell Your Business? Start Planning EarlyWaiting too long to implement a tax-efficient strategy is a mistake, says Bryan Bibbo of Prosperity Capital Advisors.
July 27, 2026
Two Ex-Athletes Launch Sports Fund With $500 MinimumThe mission of the Champions Fund, Marques Colston and Nick Edwards say, is "alts for all!"
July 24, 2026
Vanguard Taps New Chair for 2027Kenneth Jacobs, the former Lazard chair and CEO, is set to succeed Mark Loughridge, who retires Dec. 31.
July 23, 2026
When Taxes and Generational Wealth Collide, Here's What to DoStrategies to mitigate potential burdens on heirs, John Vento suggests, are powerful preservation tools — when used properly.
July 23, 2026
Why AI Helps Advisor Value: Stifel CEORecruiting remains very competitive, Ron Kruszwekski maintains, even as fears over the technology's effects have plagued the industry.
July 17, 2026
Inside Clark Capital's $45B Growth RunMany advisors consider the asset manager, acquired by Raymond James, an extension of their own offices, execs say.
July 07, 2026
Don't Forget the Personal Rungs on the Career LadderOver my long career representing financial professionals, I've learned that money and ego are not enough to succeed.