Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Envestnet President Stuart DePina to Step Down in Restructuring
By Jeff BermanThe firm is "streamlining" its business into three segments: Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech.
May 09, 2022
Advisor Group Hires 2 New LeadersThe firm added Dimple Shah from Cielo Advisor and Iryna Northrip from Mariner Wealth Advisors.
May 05, 2022
'Command and Control' Leadership Is Dead: Stephen M.R. CoveyThe bestselling author tells ThinkAdvisor five ways advisors can become better leaders.
May 05, 2022
How to Expand Capacity Without Adding EmployeesMany advisors guide their employees the same way they guide their clients. This mistake costs everyone valuable time.
May 02, 2022
4 Ways to Get Succession Planning RightWhile every practice is unique and there's no silver bullet, there are a few essential tenets for those thinking about their retirement from the advice business.
April 28, 2022
Why Half of Mercer's 500 Advisors Are WomenCEO Dave Welling also discusses the biggest challenge for RIAs and why he finds the term "rollup" objectionable.
April 26, 2022
Edelman Financial Engines Nabs Goldman Exec as Its New CFOAt Goldman, Suzanne van Staveren played a key role in integrating Ayco and United Capital.
April 25, 2022
LPL Picks Up Merrill Exec, Shuffles LeadershipLPL has named new leaders to the groups formerly led by Burt White and Andy Kalbaugh.