Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Magic Johnson's Essential Lessons in Leadership
By John ManganaroLeaders need knowledge and self-confidence, but also requires humility, empathy and, sometimes, a bit of ruthlessness.
June 06, 2023
Pershing CEO: AI Has Huge Potential in Wealth Management, Innovation Is Not NegotiableThe firm is using AI to power a next-best action engine in its revamped wealth platform.
June 05, 2023
Avoid These Mistakes When Going IndependentCaitlin Douglas of Dynasty talks to ThinkAdvisor about navigating the new, "more mature" indie advisor scene.
June 01, 2023
Wells Fargo Advisors Picks Up New Head of National Sales From JPMorganBarry Simmons was most recently a managing director and head of J.P. Morgan Wealth Management's East Division.
May 31, 2023
Edelman Financial Engines Names New CEOJay Shah is set to join Edelman on Aug. 18, while Larry Raffone becomes the Edelman board chairman.
May 25, 2023
AHIP CEO Matt Eyles to Step DownEyles steered AHIP through COVID-19 and the transition from Trump to Biden.
May 24, 2023
Firms Are Hiring More Diverse Advisors. Can They Keep Them?The CFP Board presents research on how firms have successfully retained diverse talent.
May 23, 2023
Who Will Be Orion's Next CEO?While there are two strong internal candidates, an outsider isn't out of the question, fintech experts say.