Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Integrated Partners CEO Sees 'Exciting' Years Ahead for RIAs
By Jane Wollman RusoffPaul Saganey tells Thinkadvisor about the firm's CPA alliance and navigating the client "complexity curve."
November 26, 2024
Robinhood’s Gallagher Drops Out of SEC Chair ConsiderationThe ex-SEC commissioner, now Robinhood's chief legal officer, said he's "committed" to the firm's millions of customers.
November 25, 2024
Citi's Wealth Boss Offers Retention Bonuses as Part of RevampAndy Sieg, the former head of Merrill, has also fired managers and made external hires.
November 25, 2024
Warren Buffett's 7 Nuggets of Estate Planning WisdomThough his fortune outstrips that of any wealth management client, Buffett’s estate planning insights are worth review.
November 25, 2024
Bain Capital Closes Envestnet Acquisition for $4.5BThe deal brings the wealthtech firm new sources of capital and flexibility, but challenges remain.
November 25, 2024
Wells Fargo Loses Head of Advisor Recruiting to PNCBrendan Krebs will be managing director of PNCI Wealth Advisors.
November 25, 2024
Trump Picks Lori Chavez-DeRemer as Labor SecretaryShe co-sponsored the PRO Act, which makes it harder for companies to classify staff as independent contractors.
November 21, 2024
These Two Tech Tools Wowed Judges, Advisors at XYPN LiveJudges selected a compliant texting solution, while conference attendees favored a CRM platform that helps with client meetings.