Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Dani Fava: The AI 'Tipping Point' for RIAs Is Here
By Jane Wollman RusoffThe market reaction to Altruist's new tax tool drove home the reality of AI's advancement, the Carson exec says.
February 13, 2026
Big RIA M&A Deals Aren't the Full StoryFirms with less than $1 billion represented more than half of announced transactions last year.
February 09, 2026
RIA Success Requires 'Relentless' Attitude: Orion CEOThe theme of the upcoming Ascent 2026 conference, Natalie Wolfsen says, reflects top advisors' continuous pursuit of excellence.
February 02, 2026
Schwab Announces Leadership Moves, New Wealth Advisory Services GroupNeesha Hathi will lead a newly created Wealth Advisory and Banking Services organization.
February 02, 2026
Envestnet Names First Chief Growth Officer Amid 'Strategic Evolution'Jonathan Linstra joins the wealth management technology giant from Morningstar.
February 02, 2026
Do CFPs Really Need a Bachelor's Degree?The CFP Board's announcement that it would review the requirement has sparked debate. Planner Jeff Levine has "mixed feelings."
January 30, 2026
STRATxAI Taps Scott MacKillop for Advisory BoardThe founder of First Ascent Asset Management is widely recognized as a pioneer in the TAMP industry.
January 30, 2026
Ritholtz Rolls Out Succession Plan Featuring Employee Ownership"We have a plan to continue forever, without private equity dollars," co-founder Barry Ritholtz says.