Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Kate Healy to Leave Center for Financial Planning Post
By Jeff BermanShe will step down as managing director of the CFP Board's Center for Financial Planning to open a consulting practice.
May 05, 2023
Raymond James Preps for DOL's Independent Contractor ProposalLeaders at Raymond James say they're getting ready for both best- and worst-case scenarios.
May 05, 2023
How Broker-Dealers Are Evolving: PershingAn emerging generation of clients wants less personal interaction and favors data insights, push messaging and simplified decision-making.
May 02, 2023
'No Question' Wealth and Retirement Are Converging: Bill CragerEven so, "retirement" will continue to mean very different things for different clients, the Envestnet CEO tells ThinkAdvisor.
May 01, 2023
Industry Vet Sonnen Joins Coldstream Wealth as COOThe PFI Advisors founder and ex-Focus Financial executive will optimize back-office operations for Coldstream's RIA partners.
April 27, 2023
Dani Fava's Quest to Bring Financial Advice to the $500 InvestorThe head of product innovation at Envestnet aims to bring advisory services to the masses, she tells ThinkAdvisor.
April 25, 2023
Why Raymond James Hasn't Banned ChatGPTWhile the firm isn't all in, it is allowing advisors to experiment, Vin Campagnoli and Bella Allaire say.
April 21, 2023
10 Biggest Productivity Challenges for Advisory Firms: CerulliEnding an unprofitable client relationship is just one of the many challenges facing financial advisory firms.