Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
February 09, 2023
Alan Moore to Step Down as AdvicePay CEOThe company's co-founder will shift to executive chairman of the board.
February 09, 2023
Northern Trust Taps New Asset Management President From BlackRockFormer Northern Trust Asset Management President Shundrawn Thomas left the company to found a middle-market investment firm.
February 08, 2023
Russell Names BlackRock Exec as New CEOZach Buchwald succeeds Michelle Seitz, who left Russell Investments and founded MeydenVest Partners last year.
February 08, 2023
How a 36-Year-Old CEO Finds Time for 3 Firms, a Podcast, Fiction Writing ...LUMINARIES winner Matt Reiner describes himself as a "recovering perfectionist" who puts "thinking time" on his calendar.
February 08, 2023
Invesco CEO to RetireAndrew Schlossberg, senior managing director and head of the Americas, will become Invesco's new president and CEO.
February 06, 2023
Joe Duran Steps Down as Goldman Partner, Stays as RIA ConsultantThe move comes as Goldman continues its push to become a top custodian to RIAs.
February 06, 2023
10 Traits of Successful Advisory TeamsFirms that prosper tend to adopt certain practices, according to Paul Cieslik of Capital Group.
February 03, 2023
7 Ways to 'Future-Proof' Your Independent PracticeWhether a firm has one advisor or 100, creating the right succession plan isn't easy, but these tips can help.
February 03, 2023
How GIPS Can Help Advisors Boost Client ConfidenceBecoming GIPS-compliant can be a lengthy and costly process, but it's worth the investment.
January 31, 2023
Where Investing and Progressive Politics MixModernist Financial CEO Georgia Hussey helps investors structure their wealth according to their progressive values.