Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
The Future of Advice, According to eMoney
By John ManganaroExecutives Susan McKenna and Mathew Schulte see sky-high — and growing — demand for personalized financial planning.
July 07, 2025
Not All RIA Consolidation Is Created Equal: Joe DuranThe Rise Growth Founder discusses how fast growth impedes "real integration" and who might buy Edelman Financial Engines.
July 02, 2025
Osaic Exec Disputes Details of Multibillion-Dollar AmeriFlex SplitReports of a surprise $12 billion exodus are inaccurate, Osaic wealth exec Greg Cornick says.
July 01, 2025
$27B RIA Taps Edelman Financial Exec as CEOChicago-based Choreo has hired Jason Van de Loo to serve as its new leader.
June 26, 2025
Aaron Klein’s New Venture Aims to ‘Kill Broken Meetings’The ex-Nitrogen CEO says AI note-takers are actually making meetings worse for financial advisors.
June 25, 2025
Orion Taps Ex-Zendesk Exec as CTOValli Nachiappan takes on the role after a career in client experience technology development.
June 20, 2025
Wealth Consulting Group Taps Ex-LPL Exec as PresidentAndy Kalbaugh joins the hybrid RIA, which uses LPL as its broker-dealer, as it enters a growth phase.
June 20, 2025
Mariner Nabs Integrated Partners Exec to Lead Indie ChannelThe wealth firm aims to expand Mariner Independent, which supports about 1,100 advisors with $40 billion of assets.