Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
AHIP CEO Matt Eyles to Step Down
By Allison BellEyles steered AHIP through COVID-19 and the transition from Trump to Biden.
May 17, 2023
Kate Healy to Leave Center for Financial Planning PostShe will step down as managing director of the CFP Board's Center for Financial Planning to open a consulting practice.
May 15, 2023
14 Highest-Paid CEOs in Financial Services: WSJMost CEOs on this list received lower pay than they were initially awarded, thanks to market fluctuations.
May 08, 2023
Beware of Culturally Misaligned Retirement ImageryImages that resonate with one cultural group may be off-putting to another.
May 05, 2023
Raymond James Preps for DOL's Independent Contractor ProposalLeaders at Raymond James say they're getting ready for both best- and worst-case scenarios.
May 05, 2023
How Broker-Dealers Are Evolving: PershingAn emerging generation of clients wants less personal interaction and favors data insights, push messaging and simplified decision-making.
May 02, 2023
'No Question' Wealth and Retirement Are Converging: Bill CragerEven so, "retirement" will continue to mean very different things for different clients, the Envestnet CEO tells ThinkAdvisor.
May 01, 2023
Industry Vet Sonnen Joins Coldstream Wealth as COOThe PFI Advisors founder and ex-Focus Financial executive will optimize back-office operations for Coldstream's RIA partners.