Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Jamie Hopkins Named Chief Wealth Officer of WSFS Bank
By John ManganaroThe former Carson Group executive will direct wealth business initiatives at Bryn Mawr Trust's parent company.
August 07, 2024
Invest in Others Foundation Revamps Mission, Adds Industry Vets to BoardThe appointments aim to help the organization remain a go-to charitable foundation in the financial services industry.
July 31, 2024
FPA Honors Planner With Focus on Best PracticesCarol Anderson works with clients to help them develop a more successful and satisfying relationship with money.
July 31, 2024
Focus Financial Taps New Head of DevelopmentTravis Danysh is now tasked with leading all corporate development activities at Focus, including M&A.
July 30, 2024
How an RIA Turned Culture, PE Backing and 'Infinite' Demand Into $1T"There is so much need out there" for fiduciary advice, Captrust CEO Fielding Miller tells ThinkAdvisor.
July 26, 2024
What's Behind the Latest 'Record Year' for eMoney?The firm aims to both foster and benefit from the continued rise of financial planning, Susan McKenna maintains.
July 17, 2024
Ex-Schwab Exec Named CFP Board Chair-ElectTerri Kallsen, senior operating partner at Rise Growth Partners, will lead the standards-setting organization in 2026.
July 12, 2024
Shannon Spotswood Steps Into CEO Role at RFG AdvisoryThe hybrid RIA platform's president takes over from Bobby White, who becomes executive chairman.