Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
These Two Tech Tools Wowed Judges, Advisors at XYPN Live
By John ManganaroJudges selected a compliant texting solution, while conference attendees favored a CRM platform that helps with client meetings.
November 18, 2024
New Leadership Primes Black Advisory Group AAAA for ProgressThe Association of African American Financial Advisors adds a permanent board chair to its recent CEO appointment.
November 08, 2024
Honoring Advisors Who Serve(d): Veterans Day, 2024Our annual compilation shares the stories of veterans now working in wealth management, told in their own words.
November 07, 2024
Cetera Financial Group CEO to RetireAdam Antoniades will remain a board member but is passing the leadership baton to Mike Durbin at year-end.
November 05, 2024
What Makes the 2024 Luminaries Finalists Stand OutSee our new guide to the firms and individuals redefining leadership and innovation in wealth management.
October 24, 2024
How to Close Fintech's Gender GapWith finance and tech both historically male-dominated professions, the pairing seems to amplify these challenges.
October 23, 2024
Leading RIAs, Wealth Managers Launch 'Net Positive' ConsortiumMariner Wealth, Wealthspire and AdvoKate IQ are among the founding members.
October 22, 2024
eMoney Set to Launch Premium Client Portal, New Planning FeaturesCEO Susan McKenna and other executives offered a roadmap for platform innovation in the year ahead.