Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Orion Hires Head of Wealth Products
By Janet LevauxMichael Mandelos has about 25 years in the business, including experience at UBS and JPMorgan.
March 05, 2025
What a Broken Dishwasher Can Teach You About Engaging ContentThe optimal way to communicate depends on what needs to be said; form should indeed follow function.
March 04, 2025
Advisor Demand Is Hot as Talent Supply Runs LowOpportunities abound for top performers, particularly in the RIA space, recruiter Michael Terrana maintains.
February 25, 2025
CFP Board Publishes AI Ethics Guide for AdvisorsThe document helps CFP professionals apply artificial intelligence tools while adhering to the organization’s code and standards.
February 19, 2025
AI Is Eating Wealth Management for Lunch. Here's How to Stay at the TableAdvisors who embed the technology into their firms, rethink workflows and challenge assumptions will lead the next era.
February 19, 2025
Alera Seeks Strategic Acquisitions in Retirement SpaceWith new leadership, the firm is committing to accelerated growth through deals and partnerships.
February 19, 2025
Joe Duran's Rise Growth Partners Makes Another Minority InvestmentThe stake in Grimes and Co. by Joe Duran's RIA is meant to accelerate overall growth and geographic expansion.
February 18, 2025
Retraining Advisors to Become 'Personal CFOs'Brighton Jones CEO Jon Jones discusses what he thinks the industry lacks and how his advisors deliver it.