Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Bluespring Merges Two Wealth Management Shops in Texas
By John ManganaroThe combination creates a new firm with $1.4 billion in assets under management.
June 04, 2025
$1T RIA Aggregator Captrust Names New Head of M&AMike Wunderli joins Captrust from Echelon partners, where he served as a managing director since 2016.
June 02, 2025
Hightower Completes CEO Transition, Handing Larry Restieri the ReinsRestieri, a former Goldman partner, takes over from Bob Oros, who held the role since 2019.
May 30, 2025
How to Reshape Financial Services for Female Advisors and ClientsThe industry benefits when both advisors and clients broaden their wealth mindset, CFP Cary Carbonaro maintains.
May 29, 2025
Ex-Envestnet Exec to Head Cetera's RIA Blueprint PlatformAndina Anderson was a managing director at Envestnet and leader of its Tamarac unit.
May 28, 2025
How to Become an MVP for HNW ClientsThe wealthy don’t often realize what they need until a problem arises. That’s where financial advisors come in.
May 27, 2025
Orion Splits Board of Directors, Launches Advisory CouncilThe new advisory council features a number of former Orion executives, including its founder, Eric Clarke.
May 16, 2025
5 Misconceptions About Going IndependentThe move may seem like a leap into the unknown but can create clarity, control and long-term value.