Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Osaic Exec Disputes Details of Multibillion-Dollar AmeriFlex Split
By John ManganaroReports of a surprise $12 billion exodus are inaccurate, Osaic wealth exec Greg Cornick says.
June 25, 2025
Orion Taps Ex-Zendesk Exec as CTOValli Nachiappan takes on the role after a career in client experience technology development.
June 20, 2025
Wealth Consulting Group Taps Ex-LPL Exec as PresidentAndy Kalbaugh joins the hybrid RIA, which uses LPL as its broker-dealer, as it enters a growth phase.
June 20, 2025
Mariner Nabs Integrated Partners Exec to Lead Indie ChannelThe wealth firm aims to expand Mariner Independent, which supports about 1,100 advisors with $40 billion of assets.
June 16, 2025
Athene Holding, Biggest U.S. Individual Annuity Seller, Names CEOGrant Kvalheim is set to take the reins from Jim Belardi, a company co-founder, on July 1.
June 12, 2025
Cetera Adds 'RIA and Branches' ChannelJen Hanau, a veteran of Mariner, Fidelity and Schwab, has been brought on board to lead the unit.
June 11, 2025
FPA Debuts Planning ‘Competency Model’The new framework was developed by a task force chaired by Hannah Moore.
June 10, 2025
Bluespring Merges Two Wealth Management Shops in TexasThe combination creates a new firm with $1.4 billion in assets under management.