Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Carson Group Names New CFO From Orion
By John ManganaroDaniel Applegarth is one of a number of leaders added since Burt White replaced Ron Carson as CEO.
April 16, 2024
Morgan Stanley's Wealth Revenue Tops EstimatesPlus, net new assets for the unit in Q1 were $95 billion — higher than the previous two quarters combined.
April 12, 2024
Dani Fava, Former Envestnet Exec, Jumps to Carson"This is exactly the forward-thinking, client-centric organization I want to be a part of," Fava said.
April 09, 2024
Carson Steps Down as CEO of Carson GroupBurt White's appointment is about "taking great care of clients and the firm," says industry veteran Larry Roth.
April 08, 2024
Wealth Enhancement Group's Assets Top $81BIt also just hired Michael Fredericks, who worked earlier at BlackRock, as its new chief investment officer.
April 02, 2024
Hightower Taps Gurinder Ahluwalia as PresidentThe RIA has also named Michael DiBiasio, a former managing director at Morgan Stanley, as its COO.
March 28, 2024
Using a Partial Book Sale to Gradually Step AwayThe transition for advisor David Workman and his practice draws on a new LPL program.
March 22, 2024
Dani Fava Is Leaving EnvestnetShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.