Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
XY Planning Network Tops 2,000 Advisors After Record 2024
By John ManganaroCEO Alan Moore says the network is benefitting from higher demand for fee-only fiduciary financial advice.
March 11, 2025
How Fink, Wall Street’s Ultimate Key Man, Holds Tight to BlackRockThrough some $30 billion in deals, he aims to make the firm a dominant force in the private and public markets.
March 10, 2025
Carson Group Nabs CTO From EnvestnetRamesh Vaswani will lead Carson Group's technology strategy and align the company’s business and technology goals.
March 05, 2025
What a Broken Dishwasher Can Teach You About Engaging ContentThe optimal way to communicate depends on what needs to be said; form should indeed follow function.
March 04, 2025
Advisor Demand Is Hot as Talent Supply Runs LowOpportunities abound for top performers, particularly in the RIA space, recruiter Michael Terrana maintains.
February 25, 2025
CFP Board Publishes AI Ethics Guide for AdvisorsThe document helps CFP professionals apply artificial intelligence tools while adhering to the organization’s code and standards.
February 19, 2025
AI Is Eating Wealth Management for Lunch. Here's How to Stay at the TableAdvisors who embed the technology into their firms, rethink workflows and challenge assumptions will lead the next era.
February 19, 2025
Alera Seeks Strategic Acquisitions in Retirement SpaceWith new leadership, the firm is committing to accelerated growth through deals and partnerships.