Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
XYPN Names 2 Female Execs
By Janet LevauxThe financial planning group aims for its leadership to be at least 50% women by 2021.
September 27, 2019
Wells Fargo Names New CEOThe news comes six months after Tim Sloan left the post in the face of political pressure.
September 24, 2019
Inclusion, Leadership in Focus at Raymond James' EventSpeakers at the 25th-annual gathering included a former Air Force pilot and the firm's new leader of diversity and inclusion.
August 07, 2019
How to Unlock the Power of Diversity at Your FirmRecruiting diverse advisors is crucial, but how those advisors are coached, mentored and developed makes all the difference.
June 27, 2019
The 7 Principles of Highly Effective AdvisorsLeadership expert Scott Jeffrey Miller tells ThinkAdvisor how to discuss the "undiscussables" with clients.
April 30, 2019
Spring Brings M&As, Recruiting and Leadership Changes at IBDs, WirehousesSeveral firms recently announced significant deals and executive appointments — or, in one case, it's launched a very high-profile search.
September 14, 2018
Leadership Is Not a Birthright… and It ShowsTo inspire a team, dig deeper, work harder, and show some respect.