Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Dan Wheeler, Influential DFA Leader, Dies at 77
By John ManganaroMillions of investors now enjoy fee-based advice and low-cost funds because of Wheeler's work.
February 15, 2023
Wells Fargo Advisors Cuts Divisions to 4 From 7The reorganization will help the firm execute more consistently and "power our growth," says WFA head Sol Gindi.
February 14, 2023
What Big Firms Still Aren't Getting About Diversity: Lazetta Rainey BraxtonDiversity, equity and inclusion are not enough, the co-CEO of 2050 Wealth Partners tells ThinkAdvisor.
February 09, 2023
Alan Moore to Step Down as AdvicePay CEOThe company's co-founder will shift to executive chairman of the board.
February 09, 2023
Northern Trust Taps New Asset Management President From BlackRockFormer Northern Trust Asset Management President Shundrawn Thomas left the company to found a middle-market investment firm.
February 08, 2023
Russell Names BlackRock Exec as New CEOZach Buchwald succeeds Michelle Seitz, who left Russell Investments and founded MeydenVest Partners last year.
February 08, 2023
How a 36-Year-Old CEO Finds Time for 3 Firms, a Podcast, Fiction Writing ...LUMINARIES winner Matt Reiner describes himself as a "recovering perfectionist" who puts "thinking time" on his calendar.
February 08, 2023
Invesco CEO to RetireAndrew Schlossberg, senior managing director and head of the Americas, will become Invesco's new president and CEO.