Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
March 19, 2024
Raymond James Taps Next CEOCFO Paul Shoukry was immediately named president and will become CEO in fiscal 2025.
March 19, 2024
Steady Growth? It Starts With Culture: Steward Partners CEOPeople need to enjoy their work and have a stake in their firm's success, Jim Gold tells ThinkAdvisor.
March 14, 2024
Morningstar Rethinks Its Conference ExperienceFirm leaders say the 40th anniversary of Morningstar's founding offers an opportunity to shake things up.
March 12, 2024
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.
March 04, 2024
LPL Chief Product Officer to Step Down Amid 'Organizational Realignment'Kabir Sethi will depart the company at the end of March, according to a regulatory filing.
February 15, 2024
Why Stifel Exec Alex David Jumped to Raymond JamesHe spent the past three years as head of Stifel Financial's independent contractor channel.
February 13, 2024
Jason Fichtner Among New Members Named to FINRA Foundation BoardThe nonprofit FINRA Investor Education Foundation is welcoming three industry veterans, including the former Social Security official.
February 02, 2024
Adam Malamed Reflects on First Year as Sanctuary Wealth CEOHe has been working on strategic acquisitions "since before it was cool to be independent," he says.
January 31, 2024
How Envestnet Is Powering a New Approach to Serving Wealthy ClientsEnvestnet is seeing high demand for both high-end and low-end client suppport, Dana D'Auria says.
January 30, 2024
What Vestwell's CEO Told World Leaders at DavosIt's not every day that a retirement industry executive is asked to speak at the World Economic Forum.