Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Creative Planning Buys Wipfli's $5B RIA
By Jeff BermanThe Milwaukee-based RIA includes 80 advisors, a retirement-plan services group and a digital investment tool, Avid.
August 03, 2022
5 Workplace Trends Advisory Firm Leaders Need to Harness NowInstead of fighting these trends, lean into them to attract top talent and set your firm up for growth.
August 02, 2022
10 Fast-Growing Midsize RIAs: SmartAssetThese firms manage from $4 billion to $9 billion in assets.
July 28, 2022
The 3 Top Issues at Industry Events NowFinancial-services conferences are shining a spotlight on the importance of social media and supervising electronic communications.
July 22, 2022
4 Reasons to Fight for Financial Planners' Legal RecognitionThis push may involve lots of resources and many years of planning and effort, but the FPA is ready to lead it.
July 18, 2022
Goldman Is Hunting Mass Affluent Investors — and Advisors to Serve Them"We're going to grow an advisor at a time," David Fox, the new head of Personal Financial Management, tells ThinkAdvisor.
July 14, 2022
David Canter to Join Kestra's Bluespring as PresidentThe news comes two days after Fidelity said Canter would step down as head of its RIA segment.
July 13, 2022
Integrated Partners Picks Up Exec From BNY MellonStephen Kolano has joined Integrated as Family Office managing director.