Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
What Makes the 2024 Luminaries Finalists Stand Out
By Janet LevauxSee our new guide to the firms and individuals redefining leadership and innovation in wealth management.
October 22, 2024
eMoney Set to Launch Premium Client Portal, New Planning FeaturesCEO Susan McKenna and other executives offered a roadmap for platform innovation in the year ahead.
October 22, 2024
LPL Board Confirms Rich Steinmeier as CEOThe company also appointed a new president and chief financial officer.
October 21, 2024
Dave Barton, Mercer Advisors' Head of M&A, RetiresThe executive stepped down to focus on his health.
October 16, 2024
Osaic Hires CFO From Thomson ReutersKristy Britt was head of finance for operations and technology at the company.
October 15, 2024
Commonwealth Rolls Out Tax Planning, Efficiency Tools for AdvisorsWayne Bloom says he likes to think of Commonwealth as a time merchant for advisors.
October 09, 2024
XY Planning Network Marks 10th AnniversaryThe network has proven that serving younger clients is "not only viable, it's profitable," says CEO Alan Moore.
October 09, 2024
Cetera CEO: What's Next After Protective Life DealThe firm aims to "make the big feel small" for its 12,000 advisors across channels, CEO Durbin says.