Leadership

Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.

Investment Platforms

Orion Splits Board of Directors, Launches Advisory Council

By John Manganaro
How Raymond James Spends $1B a Year on Tech, With Advisors in Mind

May 15, 2025

How Raymond James Spends $1B a Year on Tech, With Advisors in Mind
Cetera Taps Ex-Equitable Exec to Lead Branch Office Model

May 09, 2025

Cetera Taps Ex-Equitable Exec to Lead Branch Office Model
LPL CEO Pledges Continuity for Commonwealth Advisors

May 09, 2025

LPL CEO Pledges Continuity for Commonwealth Advisors
Carson Group, Gulick Seek to Push Back Trial Timeline

May 01, 2025

Carson Group, Gulick Seek to Push Back Trial Timeline
Focus Financial Names New President and COO

May 01, 2025

Focus Financial Names New President and COO
Robinhood's New Robo Takes Cues From High-Touch Wealth Management

April 23, 2025

Robinhood's New Robo Takes Cues From High-Touch Wealth Management
Ultra-Wealthy Clients Boost Investments Amid Trump Turmoil

April 22, 2025

Ultra-Wealthy Clients Boost Investments Amid Trump Turmoil