Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Cresset Names New Chief People Officer
By John ManganaroMelissa Karetny previously led HR and talent integration during J.P. Morgan’s acquisition of First Republic Bank.
February 12, 2025
Integrated Partners Names Chief Brand OfficerMatt Ackermann is tasked with boosting the RIA's presence across the wealth management and CPA space.
February 12, 2025
Hightower CEO Bob Oros to Step DownGoldman Sachs Ayco CEO Larry Restieri will fill the position this spring.
February 10, 2025
American College Announces Inaugural Retirement ConferenceHorizons 2025 will cover topics like retirement income and longevity planning, Social Security and retirement psychology.
February 07, 2025
Orion’s Secret Sauce? Leadership, Reinvestment and Passion"I believe we can triple the size of our industry in the next 15 years," CEO Natalie Wolfsen says.
February 05, 2025
Orion Augments Platform to Help Advisors Win Wealthiest ClientsAn influx of new millionaires will demand personalized solutions from financial professionals and service providers.
January 31, 2025
Planning Foundation Issues Grants to Support Pro Bono GuidanceOrganizations providing planning without charge will benefit from a record $678,000 in funding during 2025.
January 31, 2025
FinServ Foundation Names Mentorship DirectorSamantha Allen will help the nonprofit organization support the next generation of advisor industry leaders.