Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
How to Expand Capacity Without Adding Employees
By Angie HerbersMany advisors guide their employees the same way they guide their clients. This mistake costs everyone valuable time.
April 26, 2022
Edelman Financial Engines Nabs Goldman Exec as Its New CFOAt Goldman, Suzanne van Staveren played a key role in integrating Ayco and United Capital.
April 25, 2022
LPL Picks Up Merrill Exec, Shuffles LeadershipLPL has named new leaders to the groups formerly led by Burt White and Andy Kalbaugh.
April 25, 2022
Ex-Advisor Running for Governor Says 'Economic Torpedo' Headed for His StateMichael Markey Jr. explains the perils of shifting from an in-person to remote workforce and praises bipartisan solutions.
April 21, 2022
4 Ways Financial Advice Is Changing: EYWealth advice is evolving, a new Ernst & Young report says. Firms must adapt or risk being left behind.
April 20, 2022
'The Stars Aligned': Orion-Redtail Deal Was Years in the Making"I used to lose sleep over the thought of this transaction going in a different direction," the CEO says.
April 12, 2022
LPL CEO's Pay Rises 77%Despite the pay bump, Dan Arnold's pay is considerably less than CEOs at rival firms including Morgan Stanley.
April 04, 2022
Penny Phillips: Want to Build a Lasting Business? Make Yourself Less RelevantJourney Strategic Wealth's president says effective leadership means letting archaic practices and self-defeating belief systems go.