Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
A New Way to Train Next-Gen Financial Planners
By Caleb BrownHiring students to provide data entry services gives them valuable experience and eases the burden on experienced advisors.
August 25, 2022
8 Soft Skills Advisors Need to MasterTo keep clients happy and engaged, advisors often need to think like psychologists.
August 17, 2022
Creative Planning Buys Wipfli's $5B RIAThe Milwaukee-based RIA includes 80 advisors, a retirement-plan services group and a digital investment tool, Avid.
August 16, 2022
Cambridge Taps 3 Execs for New RolesThe shifts are "all about continuity of leadership," said CEO Amy Webber, who added: "Our goal is to remain internally controlled."
August 12, 2022
Bento Engine President, Former J.P. Morgan Exec Dies at 62Greg Quental passed away "suddenly this past Saturday … in Connecticut of natural causes," said the fintech firm's CEO Philipp Hecker.
August 03, 2022
5 Workplace Trends Advisory Firm Leaders Need to Harness NowInstead of fighting these trends, lean into them to attract top talent and set your firm up for growth.
August 02, 2022
10 Fast-Growing Midsize RIAs: SmartAssetThese firms manage from $4 billion to $9 billion in assets.
July 28, 2022
The 3 Top Issues at Industry Events NowFinancial-services conferences are shining a spotlight on the importance of social media and supervising electronic communications.