Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Tina Powell, Industry Marketing Leader, Dies at 59
By Dinah Wisenberg BrinThe Intention.ly partner "had an incredible way of making people feel seen," a colleague wrote.
May 29, 2026
Advyzon Sees the Promise and Peril of AI in Wealth ManagementKevin Hughes, who heads financial planning, is helping debut an agentic AI framework over the next few months.
May 28, 2026
TradePMR Appoints New President, Head of RIA StrategyThe leadership expansion of Scott Victoria and Kate Mapstone continues the business' evolution following its acquisition by Robinhood.
May 27, 2026
Raymond James Exec Aims to Boost Indie Rep Assets, ServiceKirk Bell, the independent contractor division's new president, seeks to bolster the standard of care for its advisors.
May 22, 2026
Ben Carlson: How to Adapt When Clients Know More Than Ever"You can't have only surface-level knowledge anymore," Ritholtz's institutional asset management head tells ThinkAdvisor.
May 21, 2026
Wealth.com Partners With AcquireUpAdvisors have been asking for education-driven client engagement strategies, according to Tim White, a platform exec.
May 20, 2026
Bluespring Wealth Acquires $1.1B Synthesis Wealth PlanningInorganic growth, according to Pradeep Jayaraman, president of the financial services firm, works only when it's intentional.
May 20, 2026
Barney Frank, Key Lawmaker During Financial Crisis, Dies at 86He co-authored the sweeping Dodd-Frank Act that overhauled U.S. financial regulation.