Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Top Advisors Once Shunned Edward Jones. Now They Come Knocking.
By Jane Wollman RusoffThe firm has made major changes to lure million-dollar producers, recruiter Jason Henderson says.
November 13, 2025
Why Advisory Firms Are Chasing 'The Same Person'With headcounts not expanding, successful advisors have options to grow their books, recruiter David Testerman maintains.
November 11, 2025
Financial Services Needs to Raise Bar on Convenience: Schwab CEORick Wurster noted a "bull market for convenience" and said Schwab would "invest heavily" in making things simpler.
November 10, 2025
Edward Jones to Expand Limited Partnership OpportunitiesThe firm is preparing for the largest limited partnership offering in its history, Penny Pennington confirms.
November 06, 2025
Need to Refresh Your Social Media Presence?Learn how to identify and master high-quality channels where ideal prospects are most active on Nov. 20.
November 06, 2025
Indivisible Partners Taps Wealth.com for Estate PlanningThe RIA, founded by Merrill Lynch veterans John Thiel and John Hogarty, has selected Wealth.com as its exclusive provider.
November 06, 2025
Modern Wealth Taps Derek Bruton to Lead M&AThe Schwab and LPL veteran will oversee inorganic growth strategy and lead the partnership development team.
November 05, 2025
Alaris Acquisitions Launches M&A Portal for BuyersThe digital hub helps acquirers present their firm to potential sellers through distinct profiles, videos and interactive insights.