Association of African American Financial Advisors Names CEO
By John ManganaroSheena Gray says her leadership reflects a more progressive and inclusive future for wealth management.
August 22, 2024
Jamie Hopkins Named Chief Wealth Officer of WSFS BankThe former Carson Group executive will direct wealth business initiatives at Bryn Mawr Trust's parent company.
July 31, 2024
Focus Financial Taps New Head of DevelopmentTravis Danysh is now tasked with leading all corporate development activities at Focus, including M&A.
July 17, 2024
Ex-Schwab Exec Named CFP Board Chair-ElectTerri Kallsen, senior operating partner at Rise Growth Partners, will lead the standards-setting organization in 2026.
July 17, 2024
World Investment Advisors Acquires $3.5B Wealth FirmThe firm formerly known as Pensionmark is adding 76 staffers and 15 offices across the Northeast and Ohio.
July 12, 2024
Shannon Spotswood Steps Into CEO Role at RFG AdvisoryThe hybrid RIA platform's president takes over from Bobby White, who becomes executive chairman.
July 08, 2024
Salim Ramji Takes Helm as Vanguard CEO as Firm Faces CriticismThe former BlackRock executive will steer an industry leader facing complaints over customer service and new fees.
July 05, 2024
Focus Financial to Merge Two Wealth Shops in ChicagoThe combined firm is expected to manage over $24 billion in client assets.