Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
David Canter Joins Board at Parallel Advisors
By John ManganaroThe RIA industry veteran is the first outside board member at the $7.5 billion wealth management firm.
June 04, 2024
New Event to Spotlight Role of Black Women in FinanceThe first Women's Impact Initiative Network Conference is set for Chicago on Juneteenth.
June 04, 2024
BNY Mellon, Pershing Launch Integrated Services at Insite ConferenceThe bundled offering aims to deliver comprehensive investment solutions to advisors, says distribution executive David DiPetrillo.
June 03, 2024
Association of African American Financial Advisors CEO 'Involuntarily Removed': ReportLongtime J.P. Morgan executive Sheena Gray has taken over as interim CEO, replacing Christian Nwasike.
May 31, 2024
Leaders Need 'Micro-Knowledge' to Achieve Big Goals"Dig in and spend time with your teams," advises Jackson's Scott Golde, Luminaries winner for executive leadership.
May 29, 2024
Breckinridge's Incoming CEO Shares Formula for GrowthOgnjen Sosa, a longtime Fidelity executive and current Breckinridge CIO, sees a lot of room for optimism.
May 29, 2024
How Carson Group Ex-CMO's 'Toxic' Culture Suit Might EndThe RIA would face steep risks in going to trial, but it's not out of the question, employment lawyers say.
May 24, 2024
Raymond James Taps New CFO as Leadership Shuffle ContinuesButch Oorlog will replace CEO-in-waiting Paul Shoukry; Bella Allaire also has a new role.