Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Why Stifel Exec Alex David Jumped to Raymond James
By Victoria ZhuangHe spent the past three years as head of Stifel Financial's independent contractor channel.
January 31, 2024
How Envestnet Is Powering a New Approach to Serving Wealthy ClientsEnvestnet is seeing high demand for both high-end and low-end client suppport, Dana D'Auria says.
January 30, 2024
What Vestwell's CEO Told World Leaders at DavosIt's not every day that a retirement industry executive is asked to speak at the World Economic Forum.
January 25, 2024
6 Mistakes RIAs Make With Succession PlanningIt's vital to understand potential pitfalls to mitigate risks and effectively implement an exit strategy.
January 18, 2024
Abundance of Retiring Advisors Means Growth Opportunities"There's an overwhelming need for advisors to pick up some of these practices," says Gateway Financial's David Wood.
January 12, 2024
A New Year, and a New 'Advisor-Driven Experience' at OrionThe firm aims to complete integration work in 2024, CEO Natalie Wolfsen tells ThinkAdvisor.
January 10, 2024
8 Steps for a Smooth SuccessionDone effectively, this process can secure the legacy of the business and position it for sustained success.
January 09, 2024
Business or Practice? The Critical Question RIAs Must AskFirms that operate as businesses have a distinct succession planning advantage. Here's how to get there.