Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Commonwealth in Talks to Sell Minority Stake: Report
By John ManganaroThe firm, led by Wayne Bloom, will likely attract strong private equity interest, said one industry watcher.
January 24, 2025
Janney Montgomery Scott Names New CEOTony Miller will also keep his current role as president, a position he has held since 2023.
January 24, 2025
Diamond Consultants Moves Into Executive SearchThe firm recently hired executive-search recruiter Jamie Campbell to lead this effort, says Louis Diamond.
January 23, 2025
The Dos and Don'ts of Adding New ClientsDavid Scranton of Sound Income Strategies offers ThinkAdvisor some of his conventional wisdom-busting tactics.
January 21, 2025
Too Many Hats? Advisors Best Serve by Doing 'What They're Best at'Younger advisors are figuring this out early and leaning into outsourcing, says Shannon Spotswood of RFG Advisory.
January 21, 2025
Envestnet, Newly Private, Appoints Chris Todd as CEOThe firm’s new leader joins from Ultimate Kronos Group, an international software provider.
January 15, 2025
Integrated Partners Adds $1B Retirement Firm in San DiegoRetirementDNA specializes in serving retirement plans and delivering executive benefits.
January 15, 2025
New RIA Platform Promises Better Compliance and Lower Advisor CostsFeatures of RIA Out of the Box include privileged legal services and ongoing startup support.