Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Veteran UHNW Leader Named President of Beacon Trust
By Melanie WaddellAnnamaria Vitelli has also been named Provident Bank's new chief wealth officer.
May 28, 2026
TradePMR Appoints New President, Head of RIA StrategyThe leadership expansion of Scott Victoria and Kate Mapstone continues the business' evolution following its acquisition by Robinhood.
May 27, 2026
Raymond James Exec Aims to Boost Indie Rep Assets, ServiceKirk Bell, the independent contractor division's new president, seeks to bolster the standard of care for its advisors.
May 22, 2026
Ben Carlson: How to Adapt When Clients Know More Than Ever"You can't have only surface-level knowledge anymore," Ritholtz's institutional asset management head tells ThinkAdvisor.
May 21, 2026
Wealth.com Partners With AcquireUpAdvisors have been asking for education-driven client engagement strategies, according to Tim White, a platform exec.
May 20, 2026
Bluespring Wealth Acquires $1.1B Synthesis Wealth PlanningInorganic growth, according to Pradeep Jayaraman, president of the financial services firm, works only when it's intentional.
May 20, 2026
Barney Frank, Key Lawmaker During Financial Crisis, Dies at 86He co-authored the sweeping Dodd-Frank Act that overhauled U.S. financial regulation.
May 13, 2026
Osaic Pulls $200M Du Lac Wealth Services From LPLDu Lac Wealth, based in North Carolina, is the sixth firm to leave LPL for Osaic this year.