Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Jamie Hopkins: What Does 'Going Independent' Even Mean Now?
By John ManganaroMany of the places advisors wanted to break away from have adjusted their models and modernized.
December 18, 2023
Personal Investing Head Joanna Rotenberg to Leave FidelityRotenberg helped steer the firm's partition of its personal investing business into two distinct entities.
December 14, 2023
IRS Overhauls Leadership StructureThe moves set for early 2024 mark the agency's first such organizational change in more than two decades.
December 13, 2023
Fidelity Backs Financial Planning Center as Founding SponsorLeadership of the investment giant says the firm is committed to supporting diversity and inclusion initiatives.
December 07, 2023
Alger Lost Its CEO on 9/11. Dan Chung Stepped Up.Chung, now CEO, rebuilt the growth-investing boutique by recognizing talent and complementing weaknesses (his own).
December 06, 2023
Why Financial Planning Beats Asset Management for Client Retention: Jeff DekkoThe CEO of Wealth Enhancement Group talks about building a cohesive culture while growing at breakneck speed.
December 04, 2023
CEO: To Lead an RIA, 'You Have to Understand People'Technical knowledge is not enough, SignatureFD chief Heather Robertson Fortner tells ThinkAdvisor.
November 08, 2023
Leadership Means Taking a Hard Look at Real ProblemsThe best managers put aside quick-fix tasks and do the hard work of identifying deeper challenges.