Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Pershing's Harrison: Why Wealth Managers Still Have 'Big Tailwinds'
By John ManganaroDemand for financial advice still outstrips the industry's capacity to serve, but established firms can't be complacent.
June 09, 2023
Magic Johnson's Essential Lessons in LeadershipLeaders need knowledge and self-confidence, but also requires humility, empathy and, sometimes, a bit of ruthlessness.
June 07, 2023
BNY Mellon CEO: Caution on Emerging Tech Can't Spell ComplacencyThe firm's $3.5 billion annual tech budget is money well spent, Robin Vince says.
June 07, 2023
The Wealth Management Trend Advisors Can't IgnoreA demand for more nimble and holistic planning is challenging advisors and driving interest in direct indexing.
June 06, 2023
Pershing CEO: AI Has Huge Potential in Wealth Management, Innovation Is Not NegotiableThe firm is using AI to power a next-best action engine in its revamped wealth platform.
June 05, 2023
Avoid These Mistakes When Going IndependentCaitlin Douglas of Dynasty talks to ThinkAdvisor about navigating the new, "more mature" indie advisor scene.
June 01, 2023
Wells Fargo Advisors Picks Up New Head of National Sales From JPMorganBarry Simmons was most recently a managing director and head of J.P. Morgan Wealth Management's East Division.
May 31, 2023
Edelman Financial Engines Names New CEOJay Shah is set to join Edelman on Aug. 18, while Larry Raffone becomes the Edelman board chairman.