Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Planning Foundation Issues Grants to Support Pro Bono Guidance
By John ManganaroOrganizations providing planning without charge will benefit from a record $678,000 in funding during 2025.
January 29, 2025
Sequoia Buys $3.8B Carlson Capital in MinnesotaThe acquisition of Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors.
January 29, 2025
Commonwealth in Talks to Sell Minority Stake: ReportThe firm, led by Wayne Bloom, will likely attract strong private equity interest, said one industry watcher.
January 28, 2025
Corient Acquires $10B Multi-Family Office in New YorkThe move reinforces the firm's presence in one of the nation’s largest wealth management markets.
January 27, 2025
A Pitch to Small Indie Advisors: Serve Your Clients, and We'll Provide the ToolsServing advisors who want to keep their independence is a "growing piece of the industry," Tom Prescott says.
January 24, 2025
Janney Montgomery Scott Names New CEOTony Miller will also keep his current role as president, a position he has held since 2023.
January 24, 2025
Diamond Consultants Moves Into Executive SearchThe firm recently hired executive-search recruiter Jamie Campbell to lead this effort, says Louis Diamond.
January 23, 2025
The Dos and Don'ts of Adding New ClientsDavid Scranton of Sound Income Strategies offers ThinkAdvisor some of his conventional wisdom-busting tactics.