Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
October 10, 2023
Sigma Financial Owner Has a New NameThe wealth management firm also announced the appointment of Rob Engle as chief revenue officer.
September 29, 2023
Paul Quaranto Jr. Elected to Chair ACLI BoardThe group also announced the appointment of leaders from across the annuity industry to its 2024 slate.
September 22, 2023
Cetera Names New Head of Indie Advisor ChannelTom Halloran, Cetera Wealth Partners president, will replace Brett Harrison, who is leaving after over 25 years.
September 19, 2023
Jamie Hopkins to Lead Bryn Mawr Trust Private Wealth TeamHopkins revealed plans to leave Carson Group earlier this month.
September 12, 2023
Jamie Hopkins to Exit Carson GroupCarson's managing partner of wealth solutions says he plans to join a firm closer to home in October.
September 08, 2023
8 Ways Financial Planning Is Evolving for Advisors and ClientsThe collective impact of these trends will help remake the advisor industry in the coming decade.
September 08, 2023
12 Fastest-Growing RIAs: 2023These firms offer financial planning services and have clean regulatory records, according to SmartAsset.
September 07, 2023
Where RIAs Go From Here: American College CEOThe future of advice belongs to those who put problem-solving ahead of products, George Nichols III says.
August 28, 2023
8 Business Traps for Advisors & How to Avoid Them: Kitces, RichardsWatch out for mistakes that can cause big problems for firm owners and next-gen leaders, these experts say.
August 15, 2023
BNY Mellon's Wealth Unit Names Next CIOSinead Colton Grant will succeed current Chief Investment Officer Leo Grohowski, who is retiring at year-end.