Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Edward Jones Hits 20,000 Advisors. Its Next Target? New York City
By John ManganaroDavid Chubak, the firm's leader of branch development, gives an inside take on its evolving growth strategy.
November 07, 2024
Cetera Financial Group CEO to RetireAdam Antoniades will remain a board member but is passing the leadership baton to Mike Durbin at year-end.
November 05, 2024
What Makes the 2024 Luminaries Finalists Stand OutSee our new guide to the firms and individuals redefining leadership and innovation in wealth management.
October 24, 2024
How to Close Fintech's Gender GapWith finance and tech both historically male-dominated professions, the pairing seems to amplify these challenges.
October 23, 2024
Leading RIAs, Wealth Managers Launch 'Net Positive' ConsortiumMariner Wealth, Wealthspire and AdvoKate IQ are among the founding members.
October 22, 2024
eMoney Set to Launch Premium Client Portal, New Planning FeaturesCEO Susan McKenna and other executives offered a roadmap for platform innovation in the year ahead.
October 22, 2024
LPL Board Confirms Rich Steinmeier as CEOThe company also appointed a new president and chief financial officer.
October 21, 2024
Dave Barton, Mercer Advisors' Head of M&A, RetiresThe executive stepped down to focus on his health.