Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
How Raymond James Spends $1B a Year on Tech, With Advisors in Mind
By John ManganaroAll Raymond James technology is designed in collaboration with advisors, says Andy Zolper, chief information officer.
May 01, 2025
Carson Group, Gulick Seek to Push Back Trial TimelineLawyers for both sides in a discrimination and retaliation lawsuit told the court they need time to prepare.
May 01, 2025
Summit Wealth Departs Commonwealth, Taps SEI for Custody ServicesThe breakaway announcement comes on the heels of LPL Financial's headline-grabbing acquisition of Commonwealth.
May 01, 2025
SEIA Adds Matt Matrisian as PresidentThe former AssetMark exec will report to Brian Holmes, who will continue to be Signature Estate's CEO.
May 01, 2025
Focus Financial Names New President and COOAs Focus’ new president, Adam Birenbaum is tasked with creating a “more unified, aligned and forward-looking organization.”
April 23, 2025
Robinhood's New Robo Takes Cues From High-Touch Wealth Management"I felt there was a gap in the market," says Stephanie Guild, a J.P. Morgan Private Bank veteran.
April 22, 2025
Ultra-Wealthy Clients Boost Investments Amid Trump TurmoilClients have been actively reallocating, putting additional funds in the market, says Jack Ginter of Callan Family Office.
April 21, 2025
This Time Really Is Different, Rick Kahler Warns"The foundation of free trade, finance and a free economy is being eroded," the financial therapist says.