Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Goldman Is Hunting Mass Affluent Investors — and Advisors to Serve Them
By Jane Wollman Rusoff"We're going to grow an advisor at a time," David Fox, the new head of Personal Financial Management, tells ThinkAdvisor.
July 13, 2022
Naureen Hassan to Succeed Tom Naratil as UBS Americas PresidentAs expected, the wirehouse is elevating Iqbal Khan to be the sole head of global wealth management.
July 12, 2022
David Canter's Fidelity Exit Is a Blow to the Firm's RIA Business: Industry ExpertsConsultants characterize Canter as an emotionally intelligent leader and confidante to "famous and successful" RIAs.
July 11, 2022
11 Ways to Avoid Building a High 6-Figure BusinessYou can stay poor and obscure, if you make the right choices.
July 08, 2022
Envestnet Buys Advisor Billing Provider: Tech RoundupAlso, the Digital Assets Council of Financial Professionals added a new online self-study course for advisors.
July 06, 2022
Meet the Ex-NFL Player Whose UBS Team Keeps Athletes and Entertainers From Going BrokeFinancially successful athletes and celebrities must focus on the "three L's," Adewale Ogunleye tells ThinkAdvisor.
July 06, 2022
Best & Worst BDs for Advisors: J.D. Power, 2022Overall satisfaction is lowest among employee advisors with the longest tenure, representing a huge attrition risk to their firms.
June 30, 2022
Clients Are Younger, More Diverse and Want an Advisor to MatchHere are some steps the industry can take to build a network of diverse professionals to deliver the right guidance for future clients.