Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Too Many Hats? Advisors Best Serve by Doing 'What They're Best at'
By Jane Wollman RusoffYounger advisors are figuring this out early and leaning into outsourcing, says Shannon Spotswood of RFG Advisory.
January 15, 2025
New RIA Platform Promises Better Compliance and Lower Advisor CostsFeatures of RIA Out of the Box include privileged legal services and ongoing startup support.
January 15, 2025
JPMorgan’s Jenn Piepszak Named COO With Pinto to Retire in 2026The biggest U.S. bank is shuffling its top management for the second time in a year.
January 13, 2025
FPA’s New Board Chair Knows How to Play the Long GamePaul Brahim envisions a world in which financial planning is understood and appreciated like other career-track professions.
January 13, 2025
Kestra Financial to Replace President in AprilJohn Amore, the firm's head of wealth management, will take over from the retiring Stephen Langlois.
January 09, 2025
Mariner to Buy $292B Cardinal Investment AdvisorsThe deal will more than double Mariner’s assets under advisement to $550 billion within the next three months.
January 08, 2025
FSI Names Board of Directors and Executive CommitteeThe advocacy group's board added four new members and elected five prior directors to leadership roles.
January 08, 2025
Ex-Merrill Wealth Head John Thiel Launches RIAThe firm, Indivisible Partners, is already adding a $640 million advisory practice in New York.