Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Cetera Nabs $1.1B Commonwealth Team in New Jersey
By John ManganaroKing Financial Network is joining Cetera’s Summit Financial Networks community.
October 01, 2025
RFG Advisory Taps Dynasty Co-Founder as PresidentEd Swenson left the financial firm in 2023 for an interim role at Osaic before landing at RFG.
September 30, 2025
Two Big Social Security Advisory Groups Join ForcesNARSSA’s president, Martha Shedden, said partnering with Social Security Advisors is a major step forward for both groups.
September 25, 2025
Longtime Raymond James Exec Departs to Launch Advisor ConsultancyThe experience of surviving cancer helped solidify the decision to start a consulting firm, Steve Voss says.
September 23, 2025
J.P. Morgan Advisors Replaces Retiring CEOMollie Colavita, formerly a managing director in the private client services group, will take over for Phil Sieg.
September 18, 2025
How Cetera Is Meeting the Retirement Plan MomentJerry Patterson is leveraging 25 years of experience on the recordkeeping front to help build the firm's workplace business.
September 16, 2025
UBS' 2026 Comp Grid Shows Focus on HNW ClientsThe firm is making a substantial number of changes to its advisor compensation strategy.
September 12, 2025
Franklin Templeton's CEO Names Her Favorite Alts Vehicle for Wealth ManagersAdvisors have many options to put alternatives to work for their clients, but one stands out, Jenny Johnson says.