Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
BNY Grabs Nuveen CEO as Its New Head of Wealth and Investments
By John ManganaroJose Minaya will join in September, taking over from Hanneke Smits, who will retire.
June 24, 2024
American College Rolls Out CFP Continuing Education PlatformKnowledge Hub+ will feature more than 60 hours of combined CFP and American College course credits available.
June 14, 2024
Let's Stop Wishful Thinking About Interest Rates: Skip SchweissWhen it comes to ultralow rates, "be careful what you wish for," the Sierra Investment Management CEO says.
June 13, 2024
The 100,000th CFP Shares Her StorySimone Lee left her IT career to pursue financial planning in 2019, earning the certification five years later.
June 11, 2024
BNY Orders a Rebrand, With No MellonThe 240-year-old financial services company has a new logo and a simplified name.
June 10, 2024
Luminaries 2024 Nominations Are Now OpenOur expanded recognition program will accept nominations until July 17. There's no cost to participate.
June 10, 2024
Ex-NFL Player Finds New Field, Similar Strategy at RIA Serving Ultra-WealthyAfter retiring at 30, former Broncos wide receiver Bennie Fowler is leading market expansion at Caprock.
June 10, 2024
David Canter Joins Board at Parallel AdvisorsThe RIA industry veteran is the first outside board member at the $7.5 billion wealth management firm.