Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Orion Splits Board of Directors, Launches Advisory Council
By John ManganaroThe new advisory council features a number of former Orion executives, including its founder, Eric Clarke.
May 15, 2025
How Raymond James Spends $1B a Year on Tech, With Advisors in MindAll Raymond James technology is designed in collaboration with advisors, says Andy Zolper, chief information officer.
May 09, 2025
Cetera Taps Ex-Equitable Exec to Lead Branch Office ModelJohn Lefferts will oversee more than 450 advisors in Cetera Investors branch offices across the United States.
May 09, 2025
LPL CEO Pledges Continuity for Commonwealth AdvisorsRich Steinmeier detailed the firm's efforts to woo them on LPL's Q1 earnings call.
May 01, 2025
Carson Group, Gulick Seek to Push Back Trial TimelineLawyers for both sides in a discrimination and retaliation lawsuit told the court they need time to prepare.
May 01, 2025
Focus Financial Names New President and COOAs Focus’ new president, Adam Birenbaum is tasked with creating a “more unified, aligned and forward-looking organization.”
April 23, 2025
Robinhood's New Robo Takes Cues From High-Touch Wealth Management"I felt there was a gap in the market," says Stephanie Guild, a J.P. Morgan Private Bank veteran.
April 22, 2025
Ultra-Wealthy Clients Boost Investments Amid Trump TurmoilClients have been actively reallocating, putting additional funds in the market, says Jack Ginter of Callan Family Office.