Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Raymond James Sets CEO Transition Date
By John ManganaroPaul Reilly will step down from his CEO responsibilities Feb. 20, with Paul Shoukry taking over.
December 03, 2024
UBS Lowers Some Advisor PayoutsThe firm is introducing a three-pronged growth incentive to offset core grid payout reductions.
November 27, 2024
Integrated Partners CEO Sees 'Exciting' Years Ahead for RIAsPaul Saganey tells Thinkadvisor about the firm's CPA alliance and navigating the client "complexity curve."
November 26, 2024
How an Advisor Gets Clients Under 50 to Save for RetirementOne key is to frame retirement as a "work-optional lifestyle," Chelsea Ransom-Cooper says.
November 26, 2024
Citi Taps BlackRock Portfolio Manager to Be Wealth Unit's CIOKate Moore was head of thematic strategy for BlackRock's $50 billion global allocation business.
November 26, 2024
Robinhood’s Gallagher Drops Out of SEC Chair ConsiderationThe ex-SEC commissioner, now Robinhood's chief legal officer, said he's "committed" to the firm's millions of customers.
November 25, 2024
Citi's Wealth Boss Offers Retention Bonuses as Part of RevampAndy Sieg, the former head of Merrill, has also fired managers and made external hires.
November 25, 2024
Warren Buffett's 7 Nuggets of Estate Planning WisdomThough his fortune outstrips that of any wealth management client, Buffett’s estate planning insights are worth review.