Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Merrill Names New Private Wealth Head
By Jeff BermanLindsay Hans will succeed Don Plaus as head of the firm's Private Wealth Management, International and Institutional.
February 22, 2023
Dan Wheeler, Influential DFA Leader, Dies at 77Millions of investors now enjoy fee-based advice and low-cost funds because of Wheeler's work.
February 17, 2023
LPL's Enyedi, Audette Take On Expanded RolesLPL says it's realigning its management to provide a more integrated client experience.
February 16, 2023
Orion Selects Docupace for Automation: Tech RoundupAlso, Gentreo's next-generation estate planning software was among the pitches at Morgan Stanley's Demo Day.
February 15, 2023
Wells Fargo Advisors Cuts Divisions to 4 From 7The reorganization will help the firm execute more consistently and "power our growth," says WFA head Sol Gindi.
February 14, 2023
What Big Firms Still Aren't Getting About Diversity: Lazetta Rainey BraxtonDiversity, equity and inclusion are not enough, the co-CEO of 2050 Wealth Partners tells ThinkAdvisor.
February 09, 2023
Alan Moore to Step Down as AdvicePay CEOThe company's co-founder will shift to executive chairman of the board.
February 09, 2023
Northern Trust Taps New Asset Management President From BlackRockFormer Northern Trust Asset Management President Shundrawn Thomas left the company to found a middle-market investment firm.