Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Ric Edelman's Digital Asset Group Offers Course to Flourish Crypto Users: Tech Roundup
By Jeff BermanAlso, Advisor360° enhances its existing beneficiaries capability for advisors.
June 22, 2022
Advisor Group to Buy $40B American PortfoliosAdvisor Group CEO Jamie Price says American Portfolios Chairman and CEO Lon Dolber will stay as part of the deal.
June 17, 2022
Morningstar Rolls Out New Research Platform: Tech RoundupAlso, Sanctuary Wealth launches a customized alternative investment platform for hybrid RIAs.
June 13, 2022
'We're on a Dangerous Path,' Says Advisor to Presidents From Nixon to ClintonNew leaders can turn things around if they avoid the "seven deadly sins of leadership," CNN's David Gergen tells ThinkAdvisor.
June 10, 2022
7 Mistakes to Avoid That Add to Pandemic-Related BurnoutWorking from home can make supporting agents, advisors or other colleagues difficult.
June 09, 2022
Why Envestnet's Stuart DePina Is Stepping Down"I've had an interest in driving my own organization for a few years now," he tells ThinkAdvisor.
June 08, 2022
More Leaders Exit OnrampCaitlin Cook and two C-level execs, Craig Uhlenkott and Nyle Bayer, are among the latest to leave the startup.
June 08, 2022
Envestnet President Stuart DePina to Step Down in RestructuringThe firm is "streamlining" its business into three segments: Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech.