Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
June 01, 2023
Wells Fargo Advisors Picks Up New Head of National Sales From JPMorganBarry Simmons was most recently a managing director and head of J.P. Morgan Wealth Management's East Division.
May 31, 2023
Edelman Financial Engines Names New CEOJay Shah is set to join Edelman on Aug. 18, while Larry Raffone becomes the Edelman board chairman.
May 25, 2023
AHIP CEO Matt Eyles to Step DownEyles steered AHIP through COVID-19 and the transition from Trump to Biden.
May 24, 2023
Firms Are Hiring More Diverse Advisors. Can They Keep Them?The CFP Board presents research on how firms have successfully retained diverse talent.
May 23, 2023
Who Will Be Orion's Next CEO?While there are two strong internal candidates, an outsider isn't out of the question, fintech experts say.
May 17, 2023
Kate Healy to Leave Center for Financial Planning PostShe will step down as managing director of the CFP Board's Center for Financial Planning to open a consulting practice.
May 15, 2023
14 Highest-Paid CEOs in Financial Services: WSJMost CEOs on this list received lower pay than they were initially awarded, thanks to market fluctuations.
May 08, 2023
Beware of Culturally Misaligned Retirement ImageryImages that resonate with one cultural group may be off-putting to another.
May 05, 2023
Raymond James Preps for DOL's Independent Contractor ProposalLeaders at Raymond James say they're getting ready for both best- and worst-case scenarios.
May 05, 2023
How Broker-Dealers Are Evolving: PershingAn emerging generation of clients wants less personal interaction and favors data insights, push messaging and simplified decision-making.