Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Fisher Investments Completes $3B Minority Stake Sale
By John ManganaroNew backers include Advent International and a wholly owned subsidiary of the Abu Dhabi Investment Authority.
January 06, 2025
Focus Financial Establishes Hub Office in TorontoCardinal Point, the cross-border wealth management and financial planning firm, will become Focus’ fifth hub.
January 03, 2025
Shift Conference Organizer Pulls PlugAdvisor and entrepreneur Ross Marino has canceled the 2025 event and shut down its parent company, Advisor2x.
December 30, 2024
9 Trends in How Women Work With AdvisorsAdvisors should not make assumptions or rely on outdated stereotypes, but some commonalities emerged in a recent survey.
December 26, 2024
How One RIA Unlocked Growth by Outsourcing Investment ManagementFor Michael Manning, this means he can sleep better at night while his firm nears $1 billion in assets.
December 20, 2024
Concurrent Appoints Retirement Division HeadDavid Montgomery comes to the advisory group from OneDigital.
December 20, 2024
Berthel Fisher Names Recruiting LeaderDan Meehan, formerly of Arete Wealth, will lead recruiting and acquisition strategies for the $10 billion hybrid shop.
December 19, 2024
Orion to Acquire Summit WealthSummit co-founder Reed Colley, who founded Black Diamond, will lead tech at Orion, reporting to CEO Natalie Wolfsen.