Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Steward Partners Execs Reflect on 12 Years of Growth
By John ManganaroThe financial services firm sailed past $40 billion in total assets and aims to double the business in short order.
October 28, 2025
To Close the Talent Gap, Let Advisors BuildWhen next-gen financial professionals are only handed books, it can unintentionally limit their long-term growth.
October 24, 2025
eMoney Celebrates 25 Years In Business With Rollout of Major New FeaturesCEO Susan McKenna says the future couldn’t be brighter for eMoney and its financial advisor clients.
October 23, 2025
Envestnet Names New Chief Technology OfficerBhaskar Peddhapati has been charged with accelerating Envestnet’s technical roadmap and infusing AI into its platform.
October 23, 2025
Why Rise Growth Partners Favors Middle-Market RIAsCompanies in the $3 to $10 billion range can implement change more nimbly, Joe Duran tells ThinkAdvisor.
October 22, 2025
Joe Duran's Rise Growth Makes Third Minority InvestmentThe stake in Krilogy is meant to accelerate overall growth and geographic expansion.
October 22, 2025
FPA Names New CEODennis Moore has been chief operating officer and interim CEO since February.
October 21, 2025
Sequoia Names New President, Chief Growth OfficerAnnie McCauley will take over from Tom Haught to lead the $30 billion hybrid RIA.