Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
A New Year, and a New 'Advisor-Driven Experience' at Orion
By John ManganaroThe firm aims to complete integration work in 2024, CEO Natalie Wolfsen tells ThinkAdvisor.
January 09, 2024
LPL's Steinmeier: Who Are You Calling an IBD?"We have really shed that skin," the firm's top business development executive tells ThinkAdvisor.
January 08, 2024
Jamie Hopkins: What Does 'Going Independent' Even Mean Now?Many of the places advisors wanted to break away from have adjusted their models and modernized.
January 03, 2024
Peter Mallouk's Predictions for Advisors, Firms and the Markets in 2024The Creative Planning CEO also shares his resolution for this year and what most surprised him in 2023.
December 26, 2023
10 Can't-Miss Retirement Podcast Episodes From 2023Looking for something to listen to on the road this week? These episodes are well worth your time.
December 18, 2023
Personal Investing Head Joanna Rotenberg to Leave FidelityRotenberg helped steer the firm's partition of its personal investing business into two distinct entities.
December 14, 2023
IRS Overhauls Leadership StructureThe moves set for early 2024 mark the agency's first such organizational change in more than two decades.
December 13, 2023
Fidelity Backs Financial Planning Center as Founding SponsorLeadership of the investment giant says the firm is committed to supporting diversity and inclusion initiatives.