Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Corient Acquires $8B RIA in Maine
By John ManganaroH.M. Payson and Co., a chartered trust company, manages about $1.2 billion in trust assets.
December 12, 2024
Conference Certification Firm Choir to Shut Down at Year-EndThe firm cited "a significant drop in industry demand for diversity initiatives."
December 12, 2024
UBS Reorganizes U.S. Wealth Management Unit in Growth PushThe structure of wealth advisors in the U.S. will move from two divisions to four regional units.
December 12, 2024
Meet the 2024 Luminaries WinnersThe honorees were acknowledged on stage Wednesday at the Fontainebleau Las Vegas.
December 11, 2024
Sallie Krawcheck Steps Down From Ellevest, Citing HealthKrawcheck, a former wealth exec at Citi and Morgan Stanley, will pass the reins to two co-CEOs.
December 10, 2024
Aaron Schaben to Leave Carson GroupAaron Schaben will depart at year-end to lead the family office of his former boss.
December 09, 2024
Wealth Enhancement Group to Break From LPLAbout 10% of WEG’s nearly $97 billion in client assets are currently with the independent broker-dealer.
December 09, 2024
LPL Reaches $12M Settlement With Fired CEOThe deal allows Dan Arnold, who was terminated for cause, to keep about a third of his stock options.