Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
What Big Firms Still Aren't Getting About Diversity: Lazetta Rainey Braxton
By Jane Wollman RusoffDiversity, equity and inclusion are not enough, the co-CEO of 2050 Wealth Partners tells ThinkAdvisor.
February 08, 2023
Russell Names BlackRock Exec as New CEOZach Buchwald succeeds Michelle Seitz, who left Russell Investments and founded MeydenVest Partners last year.
February 08, 2023
How a 36-Year-Old CEO Finds Time for 3 Firms, a Podcast, Fiction Writing ...LUMINARIES winner Matt Reiner describes himself as a "recovering perfectionist" who puts "thinking time" on his calendar.
February 08, 2023
Invesco CEO to RetireAndrew Schlossberg, senior managing director and head of the Americas, will become Invesco's new president and CEO.
February 06, 2023
Joe Duran Steps Down as Goldman Partner, Stays as RIA ConsultantThe move comes as Goldman continues its push to become a top custodian to RIAs.
February 06, 2023
10 Traits of Successful Advisory TeamsFirms that prosper tend to adopt certain practices, according to Paul Cieslik of Capital Group.
February 03, 2023
7 Ways to 'Future-Proof' Your Independent PracticeWhether a firm has one advisor or 100, creating the right succession plan isn't easy, but these tips can help.
February 03, 2023
How GIPS Can Help Advisors Boost Client ConfidenceBecoming GIPS-compliant can be a lengthy and costly process, but it's worth the investment.