Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Mariner to Buy $292B Cardinal Investment Advisors
By John ManganaroThe deal will more than double Mariner’s assets under advisement to $550 billion within the next three months.
January 08, 2025
Fisher Investments Completes $3B Minority Stake SaleNew backers include Advent International and a wholly owned subsidiary of the Abu Dhabi Investment Authority.
January 07, 2025
Orion Nabs Another Former Envestnet Exec to Lead OperationsArun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.
January 06, 2025
Dynasty Names Raymond James Exec to Head Advisor TransitionsLindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and support.
January 06, 2025
Focus Financial Establishes Hub Office in TorontoCardinal Point, the cross-border wealth management and financial planning firm, will become Focus’ fifth hub.
January 03, 2025
Shift Conference Organizer Pulls PlugAdvisor and entrepreneur Ross Marino has canceled the 2025 event and shut down its parent company, Advisor2x.
December 30, 2024
9 Trends in How Women Work With AdvisorsAdvisors should not make assumptions or rely on outdated stereotypes, but some commonalities emerged in a recent survey.
December 26, 2024
How One RIA Unlocked Growth by Outsourcing Investment ManagementFor Michael Manning, this means he can sleep better at night while his firm nears $1 billion in assets.