Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Citi Taps BlackRock Portfolio Manager to Be Wealth Unit's CIO
By Todd GillespieKate Moore was head of thematic strategy for BlackRock's $50 billion global allocation business.
November 25, 2024
Warren Buffett's 7 Nuggets of Estate Planning WisdomThough his fortune outstrips that of any wealth management client, Buffett’s estate planning insights are worth review.
November 25, 2024
Bain Capital Closes Envestnet Acquisition for $4.5BThe deal brings the wealthtech firm new sources of capital and flexibility, but challenges remain.
November 25, 2024
Wells Fargo Loses Head of Advisor Recruiting to PNCBrendan Krebs will be managing director of PNCI Wealth Advisors.
November 25, 2024
Trump Picks Lori Chavez-DeRemer as Labor SecretaryShe co-sponsored the PRO Act, which makes it harder for companies to classify staff as independent contractors.
November 21, 2024
These Two Tech Tools Wowed Judges, Advisors at XYPN LiveJudges selected a compliant texting solution, while conference attendees favored a CRM platform that helps with client meetings.
November 21, 2024
SEC Chair Gensler to Step DownHis exit on Jan. 20 means the SEC could be led by either Hester Peirce or Mark Uyeda.
November 19, 2024
Edward Jones Hits 20,000 Advisors. Its Next Target? New York CityDavid Chubak, the firm's leader of branch development, gives an inside take on its evolving growth strategy.