Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Trump Taps Fiserv CEO for Social Security Chief
By Nancy CookFrank Bisignano is also a veteran of JPMorgan Chase and Citigroup.
December 04, 2024
Raymond James Sets CEO Transition DatePaul Reilly will step down from his CEO responsibilities Feb. 20, with Paul Shoukry taking over.
December 04, 2024
UnitedHealthcare CEO Brian Thompson Fatally Shot in ManhattanThe attack appeared to be a "targeted murder," according to the New York City mayor. The shooter is still at large.
December 03, 2024
Western Asset Management Names New CEO After SEC ProbeThe news comes after former co-CIO Ken Leech was charged with fraud.
December 03, 2024
UBS Lowers Some Advisor PayoutsThe firm is introducing a three-pronged growth incentive to offset core grid payout reductions.
November 27, 2024
Integrated Partners CEO Sees 'Exciting' Years Ahead for RIAsPaul Saganey tells Thinkadvisor about the firm's CPA alliance and navigating the client "complexity curve."
November 26, 2024
How an Advisor Gets Clients Under 50 to Save for RetirementOne key is to frame retirement as a "work-optional lifestyle," Chelsea Ransom-Cooper says.
November 26, 2024
Citi Taps BlackRock Portfolio Manager to Be Wealth Unit's CIOKate Moore was head of thematic strategy for BlackRock's $50 billion global allocation business.