Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Athene Holding, Biggest U.S. Individual Annuity Seller, Names CEO
By Allison BellGrant Kvalheim is set to take the reins from Jim Belardi, a company co-founder, on July 1.
June 10, 2025
Bluespring Merges Two Wealth Management Shops in TexasThe combination creates a new firm with $1.4 billion in assets under management.
June 05, 2025
Why This Ex-Wirehouse and Bank Advisor Prefers the RIA SpaceFee-only fiduciaries can effectively serve multi-generational families and clients with complex needs, says Wealthspire’s Crystal Cox.
June 04, 2025
Why We Fight (And Why It Matters More Than Ever)Most advisory firms don’t fail because they deliver bad service. They fail because they drift into mediocrity.
June 04, 2025
$1T RIA Aggregator Captrust Names New Head of M&AMike Wunderli joins Captrust from Echelon partners, where he served as a managing director since 2016.
June 02, 2025
Hightower Completes CEO Transition, Handing Larry Restieri the ReinsRestieri, a former Goldman partner, takes over from Bob Oros, who held the role since 2019.
May 30, 2025
How to Reshape Financial Services for Female Advisors and ClientsThe industry benefits when both advisors and clients broaden their wealth mindset, CFP Cary Carbonaro maintains.
May 29, 2025
Ex-Envestnet Exec to Head Cetera's RIA Blueprint PlatformAndina Anderson was a managing director at Envestnet and leader of its Tamarac unit.