Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
CFP Board Publishes AI Ethics Guide for Advisors
By John ManganaroThe document helps CFP professionals apply artificial intelligence tools while adhering to the organization’s code and standards.
February 19, 2025
Joe Duran's Rise Growth Partners Makes Another Minority InvestmentThe stake in Grimes and Co. by Joe Duran's RIA is meant to accelerate overall growth and geographic expansion.
February 18, 2025
Retraining Advisors to Become 'Personal CFOs'Brighton Jones CEO Jon Jones discusses what he thinks the industry lacks and how his advisors deliver it.
February 18, 2025
Cresset Names New Chief People OfficerMelissa Karetny previously led HR and talent integration during J.P. Morgan’s acquisition of First Republic Bank.
February 14, 2025
Morgan Stanley Pays CEO Ted Pick $34M in First Year Leading BankHe was paid $44 million for 2023, which included a $20 million special bonus amid the leadership transition.
February 13, 2025
From Efficient to Enduring: The Keys to an Extraordinary Client ExperienceThere are three levels to master. First, figure out which level best describes your firm.
February 12, 2025
Integrated Partners Names Chief Brand OfficerMatt Ackermann is tasked with boosting the RIA's presence across the wealth management and CPA space.
February 12, 2025
Hightower CEO Bob Oros to Step DownGoldman Sachs Ayco CEO Larry Restieri will fill the position this spring.