Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
'Tremendous Upside' for RIA Firms: Beacon Pointe CEO
By Jane Wollman RusoffShannon Eusey, head of the biggest woman-led RIA in America, tells ThinkAdvisor what sets her business model apart.
November 29, 2022
Atria Adds Former LPL Exec to Push Indie Growth StrategyBill Morrissey will support the firm's "next stage" and will lead the roughly 1,500 advisors in Atria's independent channel.
November 18, 2022
Why Recognition Matters: The LUMINARIES Program in ActionAs we showcase our 2022 winners, several aspects of the program are worth highlighting.
November 17, 2022
Ritholtz Wealth Taps Vanguard Veteran as New PresidentJay Tini will join the New York registered investment advisor on Jan. 1, managing the firm's day-to-day operations.
November 15, 2022
Large Envestnet Shareholder Slams Company's PerformanceIn an open letter, Impactive Capital criticized Envestnet's board for boosting management pay despite "sub-market returns."
November 11, 2022
3 Military Values That Drive Success in Wealth ManagementVeterans who pursue a wealth management career find it aligns with many of the experiences and values learned in military service.
November 10, 2022
FiComm, FMG Launch Coaching Program for Advisors: Tech RoundupAlso, Cadence Bank plans to onboard the investment business of legacy BancorpSouth Bank to LPL's platform this quarter.
November 08, 2022
4 Ways to Boost Your Firm's Client ReferralsAdding services like tax planning can increase client satisfaction and turn clients into vocal advocates for your firm.