Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
8 Ways Financial Planning Is Evolving for Advisors and Clients
By John ManganaroThe collective impact of these trends will help remake the advisor industry in the coming decade.
August 28, 2023
8 Business Traps for Advisors & How to Avoid Them: Kitces, RichardsWatch out for mistakes that can cause big problems for firm owners and next-gen leaders, these experts say.
August 15, 2023
BNY Mellon's Wealth Unit Names Next CIOSinead Colton Grant will succeed current Chief Investment Officer Leo Grohowski, who is retiring at year-end.
August 15, 2023
RIA Taps Ex-BlackRock Private Wealth Head for CEO SlotSageView Advisory Group appointed John Longley as its CEO and named founder Randy Long as its chairman.
August 15, 2023
Ex-Vanguard CEO Joins VC Firm as AdvisorWilliam McNabb already serves on the boards of Venrock portfolio companies Altruist and Vanilla; he also has invested in both firms.
August 07, 2023
Conference Focuses on 'Reclaiming Black Wealth'Black wealth has been "diluted over the years," says American College President George Nichols III.
July 27, 2023
LPL Taps New Exec From GoogleAlthea Brown will join the firm in September, replacing Chief Legal Officer Michelle Oroschakoff, who is retiring this fall.
July 27, 2023
AdvicePay Names New CEOAlex Sauickie succeeds co-founder Alan Moore; he is a veteran fintech exec and a New Jersey assemblyman.