Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
June 04, 2024
BNY Mellon, Pershing Launch Integrated Services at Insite ConferenceThe bundled offering aims to deliver comprehensive investment solutions to advisors, says distribution executive David DiPetrillo.
June 03, 2024
Association of African American Financial Advisors CEO 'Involuntarily Removed': ReportLongtime J.P. Morgan executive Sheena Gray has taken over as interim CEO, replacing Christian Nwasike.
May 31, 2024
Leaders Need 'Micro-Knowledge' to Achieve Big Goals"Dig in and spend time with your teams," advises Jackson's Scott Golde, Luminaries winner for executive leadership.
May 29, 2024
Breckinridge's Incoming CEO Shares Formula for GrowthOgnjen Sosa, a longtime Fidelity executive and current Breckinridge CIO, sees a lot of room for optimism.
May 29, 2024
How Carson Group Ex-CMO's 'Toxic' Culture Suit Might EndThe RIA would face steep risks in going to trial, but it's not out of the question, employment lawyers say.
May 24, 2024
Raymond James Taps New CFO as Leadership Shuffle ContinuesButch Oorlog will replace CEO-in-waiting Paul Shoukry; Bella Allaire also has a new role.
May 21, 2024
Mercer's Magic Formula for Growing Assets Over 50% in 18 MonthsKey ingredients include in-house estate and tax planning, as well as employee-advisors 100% focused on serving current clients.
May 21, 2024
Orion Wealth Names New PresidentRon Pruitt joins Orion from Nasdaq Analytics, where he was president.
May 16, 2024
Schwab Shakes Up Exec Team; Bernie Clark Steps DownJon Beatty, now COO of Advisor Services, will take the helm of the unit on June 28.
May 15, 2024
Mercer Advisors Appoints New Principal of M&AAdding another executive with C-suite experience to the space reflects the company's commitment to inorganic growth.