Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Stay or Go? Advisor Consultant Offers 7 Points to Consider
By Dinah Wisenberg BrinAdvisor transition specialist Maria Kutscher outlines a framework to assess potential exits.
April 01, 2025
Sequoia Acquires $4B Wealth and Tax FirmThe addition of Carlson Capital Management is the financial group's ninth completed deal since 2023.
March 27, 2025
XY Planning Network Tops 2,000 Advisors After Record 2024CEO Alan Moore says the network is benefitting from higher demand for fee-only fiduciary financial advice.
March 24, 2025
Cambridge Appoints Ex-TD Ameritrade Exec as Tech ChiefSean Van Moorleghem was most recently a managing director at Charles Schwab.
March 17, 2025
Orion Hires Head of Wealth ProductsMichael Mandelos has about 25 years in the business, including experience at UBS and JPMorgan.
March 11, 2025
How Fink, Wall Street’s Ultimate Key Man, Holds Tight to BlackRockThrough some $30 billion in deals, he aims to make the firm a dominant force in the private and public markets.
March 10, 2025
Carson Group Nabs CTO From EnvestnetRamesh Vaswani will lead Carson Group's technology strategy and align the company’s business and technology goals.
March 05, 2025
What a Broken Dishwasher Can Teach You About Engaging ContentThe optimal way to communicate depends on what needs to be said; form should indeed follow function.