Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Cetera Acquires $1.9B Avantax-Affiliated Wealth Business
By John ManganaroDarnall Sikes Wealth Partners serves high-net-worth individuals, business owners and their families.
January 20, 2026
$1B Team Departs Raymond JamesRegulatory filings show the firm, led by Benjamin Cohen as managing partner, will custody with Schwab and Fidelity.
January 14, 2026
LPL Hires 3 New ExecsThe new senior leaders have held prominent roles at such organizations as Edward Jones, E-Trade and UBS.
January 14, 2026
Scott Willette to Lead Tech at DocupaceThe executive brings more than two decades of technology development and leadership experience to the role.
January 12, 2026
To Navigate Volatility, Find the Signal in the NoisePortfolios benefit by sticking to fundamentals while responding to risk, according to Alexandra Wilson-Elizondo of Goldman Sachs.
January 12, 2026
Edward Jones Meets Pledge to Expand Advisor Profit AwardsA regulatory filing shows the expanded limited partner strategy, announced in November, is now in effect.
January 09, 2026
BNY Pershing to Launch RIA Referral ProgramExecutive Ben Harrison says significant scale gives BNY Pershing a unique opportunity to match advisors and investors.
January 06, 2026
Mariner Acquires Two RIAs With $1.8B in AssetsThe RIA firm has scooped up First National Advisors in Massachusetts and Strava Wealth in Pennsylvania.