Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Wealth Enhancement Group's Assets Top $81B
By Michael S. FischerIt also just hired Michael Fredericks, who worked earlier at BlackRock, as its new chief investment officer.
March 22, 2024
Dani Fava Is Leaving EnvestnetShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.
March 21, 2024
This Is Where Advisor Growth Is Happening Now: Dynasty ExecsWho will win out? Who will lose? Here's what Tim Oden and Shirl Penney have to say.
March 19, 2024
Raymond James Taps Next CEOCFO Paul Shoukry was immediately named president and will become CEO in fiscal 2025.
March 19, 2024
Steady Growth? It Starts With Culture: Steward Partners CEOPeople need to enjoy their work and have a stake in their firm's success, Jim Gold tells ThinkAdvisor.
March 14, 2024
Morningstar Rethinks Its Conference ExperienceFirm leaders say the 40th anniversary of Morningstar's founding offers an opportunity to shake things up.
March 12, 2024
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.
March 04, 2024
LPL Chief Product Officer to Step Down Amid 'Organizational Realignment'Kabir Sethi will depart the company at the end of March, according to a regulatory filing.