Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Lessons From Merrill’s First 100 Years From Founder’s Son
By Gil WeinreichAs Merrill Lynch approaches its 100th anniversary, Its founder's son, Winthrop Smith, talks to ThinkAdvisor about its heroes and one villain in particular.
October 28, 2013
WFA Leadership ChangesDanny Ludeman, head of Wells Fargo Advisors, will retire on Jan. 1 after 34 years with the group, the company said. He will be replaced by Mary Mack,…
October 02, 2013
Ludeman Successor Named by Wells FargoThe long-time leader of Wachovia and other predessor firms will retire at year-end; his replacement is Mary Mack.
August 23, 2013
Microsoft Up 6% Today, but as for Tomorrow …As CEO Steve Ballmer makes his exit, its worth noting that Microsoft stock has outperformed the Dow, and market darlings like Google, recently.
August 20, 2013
3 Mission-Critical Questions for AdvisorsTed LeClair, a Navy Reserve commander and head of Natixis Advisor Academy, says advisors should ask themselves three questions before setting out on a mission...
July 29, 2013
Charles Ellis: The Key to Being a Great Leader and Building a Great CompanyThe legendary consultant and best-selling author explains that being on a mission to serve is the vital concept that will take your firm to the next level.