Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Mercer Taps Abby Salameh to Lead Key Market
By Janet LevauxThe $96 billion RIA also hired Chris Walters to oversee its San Diego team.
February 09, 2026
RIA Success Requires 'Relentless' Attitude: Orion CEOThe theme of the upcoming Ascent 2026 conference, Natalie Wolfsen says, reflects top advisors' continuous pursuit of excellence.
February 02, 2026
Schwab Announces Leadership Moves, New Wealth Advisory Services GroupNeesha Hathi will lead a newly created Wealth Advisory and Banking Services organization.
February 02, 2026
Envestnet Names First Chief Growth Officer Amid 'Strategic Evolution'Jonathan Linstra joins the wealth management technology giant from Morningstar.
February 02, 2026
Do CFPs Really Need a Bachelor's Degree?The CFP Board's announcement that it would review the requirement has sparked debate. Planner Jeff Levine has "mixed feelings."
January 30, 2026
STRATxAI Taps Scott MacKillop for Advisory BoardThe founder of First Ascent Asset Management is widely recognized as a pioneer in the TAMP industry.
January 30, 2026
Ritholtz Rolls Out Succession Plan Featuring Employee Ownership"We have a plan to continue forever, without private equity dollars," co-founder Barry Ritholtz says.
January 30, 2026
6 Steps to Take 401(k) Plans off AutopilotBusiness-owner clients who sponsor these retirement vehicles have a responsibility to keep them up to date.