Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Mercer Appoints Chief People Officer Amid Rapid Growth
By John ManganaroThe firm has tapped a McKinsey & Co. alum, Elizabeth Hioe, for its senior leadership team.
September 17, 2024
How to Lift Yourself and Others Through Storytelling: 5 Simple StepsTelling your story can be a game changer for advisors and firms seeking strong leadership.
September 11, 2024
Ex-Thrivent Exec Launches an RIA RoundtableCarolyn Armitage's member-based organization, RIA Circle, brings together advisors to share ideas and best practices.
September 10, 2024
Orion Taps CFO From Private Equity SpaceMark Mayo joins the wealth management technology platform provider after eight years with a drug testing company.
September 09, 2024
Association of African American Financial Advisors Names CEOSheena Gray says her leadership reflects a more progressive and inclusive future for wealth management.
September 06, 2024
Why Retirement Trends Matter to the Fed's Call on Interest RatesMeasuring the pace and scale of retirement trends helps policymakers understand where the U.S. economy may be heading.
September 04, 2024
Bluespring Wealth Partners Names New PresidentPradeep Jayaraman is a former business development leader at Focus Financial.
August 27, 2024
Advisors Are Afraid to Retire, and That's a ProblemBroken succession promises are creating a logjam at many firms, says Casey Jorgensen of Dynasty.