Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Why AI Should Be Advisors' Best Friend in 2026
By Janet LevauxFinancial professionals who don't leverage it "might be replaced," says Cheryl Nash, head of InvestCloud's APL business.
December 17, 2025
Why Wealth Firms Are Struggling With Organic Growth: F2 StrategyFirms need to build stronger, more coordinated strategies across sales, marketing, technology and product functions, a report finds.
December 17, 2025
How RIAs Can Avoid the Hidden Costs of PersonalizationEach client request seems small in isolation, but together, ad hoc solutions take a growing toll on operations.
December 16, 2025
Osaic Taps Ex-Raymond James Exec as PresidentShannon Reid will lead advisor recruiting, retention and engagement initiatives while partnering across the organization.
December 16, 2025
What RIAs Should Ask Before They Sign Minority DealsToo many buyers talk a big game but won’t do the work required of good partners.
December 15, 2025
Focus Financial Names New CEOPresident Adam Birenbaum will take on the role when Michael Nathanson steps down Feb. 1.
December 12, 2025
Team-Based Practices Top Solo Advisors on AUM, Services: CerulliSizable multi-advisor practices are expected to become more common, according to the research firm.
December 10, 2025
How 2026 Could Break More RIA M&A Records (and What Could Dim It)Allen Darby of Alaris Acquisitions, the sell-side consulting firm, sees no reason why dealmaking will lag.