Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
LPL Advisor Wins House Seat
By Melanie WaddellWes Climer, the co-founder of a wealth management group, will represent South Carolina's 5th congressional district.
October 29, 2026
Mercer Advisors CEO: How a $110B RIA Stays 'Very Teeny'Dave Welling discusses AI, recruiting, tax planning and keeping a boutique feel while adding hundreds of clients a month.
October 28, 2026
Once Again, Schwab CEO Says Firm Doesn't Compete With RIAsRick Wurster addressed the controversial "Carl" ads, the Schwab Advisor Network minimum hike and the firm's local advisor offices.
October 26, 2026
Walt Bettinger: Schwab Committed to Advisors of All SizesCustodial competitors often have "reached out to ask if we'd be willing to acquire them," the former CEO wrote.
October 20, 2026
XYPN Begins Search for Next PresidentAfter nearly seven years with the business support platform, Vince Hockett is planning to retire next spring.
October 19, 2026
3 Ways to Build a Great Industry Event — and CommunityThe best gatherings are typically run by membership organizations and convene around member-driven content.
October 15, 2026
Schwab Plans Proprietary Long-Short Product, Touts AI AdvancesThe firm seeks "sustainable ways" to meet demand for tax-aware strategies, CEO Rick Wurster says.
October 14, 2026
Cresset Appoints Joe Zidle as Chief Market StrategistPreviously, he held strategy roles at Blackstone Private Wealth, Richard Bernstein Advisors and Merrill.