Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Orion Realigns Operations
By Jeff BermanThe company is placing a greater focus on its Advisor Tech, OCIO and TAMP segments, it says.
September 05, 2022
A New Way to Train Next-Gen Financial PlannersHiring students to provide data entry services gives them valuable experience and eases the burden on experienced advisors.
September 01, 2022
The Key to Financial Planning That Most Clients Miss, According to an AdvisorAdvisor and author Steve Lynch reveals what he thinks is the most productive way to view money.
September 01, 2022
Commonwealth Recruits New Chief Privacy Officer From LPLMichelle Kelley has also been named deputy general counsel and senior vice president.
August 25, 2022
8 Soft Skills Advisors Need to MasterTo keep clients happy and engaged, advisors often need to think like psychologists.
August 17, 2022
Creative Planning Buys Wipfli's $5B RIAThe Milwaukee-based RIA includes 80 advisors, a retirement-plan services group and a digital investment tool, Avid.
August 16, 2022
Cambridge Taps 3 Execs for New RolesThe shifts are "all about continuity of leadership," said CEO Amy Webber, who added: "Our goal is to remain internally controlled."
August 12, 2022
Bento Engine President, Former J.P. Morgan Exec Dies at 62Greg Quental passed away "suddenly this past Saturday … in Connecticut of natural causes," said the fintech firm's CEO Philipp Hecker.