Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Advisors Are Afraid to Retire, and That's a Problem
By Jane Wollman RusoffBroken succession promises are creating a logjam at many firms, says Casey Jorgensen of Dynasty.
August 22, 2024
Sky Is the Limit for Ambitious RIAs: Burt WhiteThe CEO discusses what's next for Carson Group and how advisors can break down barriers to growth.
August 08, 2024
Ex-Vanguard Strategist Launches Fractional CIO Firm for RIAsDon Bennyhoff, co-creator of Advisor's Alpha and a former RIA exec, seeks to serve planning-centric advisors.
August 07, 2024
Invest in Others Foundation Revamps Mission, Adds Industry Vets to BoardThe appointments aim to help the organization remain a go-to charitable foundation in the financial services industry.
July 31, 2024
FPA Honors Planner With Focus on Best PracticesCarol Anderson works with clients to help them develop a more successful and satisfying relationship with money.
July 31, 2024
Focus Financial Taps New Head of DevelopmentTravis Danysh is now tasked with leading all corporate development activities at Focus, including M&A.
July 30, 2024
How an RIA Turned Culture, PE Backing and 'Infinite' Demand Into $1T"There is so much need out there" for fiduciary advice, Captrust CEO Fielding Miller tells ThinkAdvisor.
July 26, 2024
What's Behind the Latest 'Record Year' for eMoney?The firm aims to both foster and benefit from the continued rise of financial planning, Susan McKenna maintains.