Leadership

Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.

Kestra Financial to Replace President in April

January 13, 2025

Kestra Financial to Replace President in April
Mariner to Buy $292B Cardinal Investment Advisors

January 09, 2025

Mariner to Buy $292B Cardinal Investment Advisors
FSI Names Board of Directors and Executive Committee

January 08, 2025

FSI Names Board of Directors and Executive Committee
Ex-Merrill Wealth Head John Thiel Launches RIA

January 08, 2025

Ex-Merrill Wealth Head John Thiel Launches RIA
Fisher Investments Completes $3B Minority Stake Sale

January 08, 2025

Fisher Investments Completes $3B Minority Stake Sale
Orion Nabs Another Former Envestnet Exec to Lead Operations

January 07, 2025

Orion Nabs Another Former Envestnet Exec to Lead Operations
Dynasty Names Raymond James Exec to Head Advisor Transitions

January 06, 2025

Dynasty Names Raymond James Exec to Head Advisor Transitions