Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
How to Reshape Financial Services for Female Advisors and Clients
By Jane Wollman RusoffThe industry benefits when both advisors and clients broaden their wealth mindset, CFP Cary Carbonaro maintains.
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 20, 2025
Luminaries 2025 Nominations Are OpenThinkAdvisor is taking nominations for our expanded awards program through Aug. 4. There's no cost to participate.
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.
May 15, 2025
How Raymond James Spends $1B a Year on Tech, With Advisors in MindAll Raymond James technology is designed in collaboration with advisors, says Andy Zolper, chief information officer.
May 09, 2025
Cetera Taps Ex-Equitable Exec to Lead Branch Office ModelJohn Lefferts will oversee more than 450 advisors in Cetera Investors branch offices across the United States.
May 09, 2025
LPL CEO Pledges Continuity for Commonwealth AdvisorsRich Steinmeier detailed the firm's efforts to woo them on LPL's Q1 earnings call.
May 01, 2025
Carson Group, Gulick Seek to Push Back Trial TimelineLawyers for both sides in a discrimination and retaliation lawsuit told the court they need time to prepare.