Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Focus Financial Establishes Hub Office in Toronto
By John ManganaroCardinal Point, the cross-border wealth management and financial planning firm, will become Focus’ fifth hub.
December 26, 2024
How One RIA Unlocked Growth by Outsourcing Investment ManagementFor Michael Manning, this means he can sleep better at night while his firm nears $1 billion in assets.
December 20, 2024
Concurrent Appoints Retirement Division HeadDavid Montgomery comes to the advisory group from OneDigital.
December 20, 2024
Berthel Fisher Names Recruiting LeaderDan Meehan, formerly of Arete Wealth, will lead recruiting and acquisition strategies for the $10 billion hybrid shop.
December 19, 2024
Orion to Acquire Summit WealthSummit co-founder Reed Colley, who founded Black Diamond, will lead tech at Orion, reporting to CEO Natalie Wolfsen.
December 18, 2024
Fewer RIA Leaders Are Planning for Succession. What Gives?Even as firm executives age and assets under management expand, less attention is being paid to business continuity.
December 18, 2024
7 Ways to Help Business-Owner Clients at Year-EndFinancial reviews can kick start detailed discussions about retirement scenarios that clients may not have previously considered.
December 17, 2024
Corient Acquires $8B RIA in MaineH.M. Payson and Co., a chartered trust company, manages about $1.2 billion in trust assets.