Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Sallie Krawcheck Steps Down From Ellevest, Citing Health
By David Scheer and Heather LandyKrawcheck, a former wealth exec at Citi and Morgan Stanley, will pass the reins to two co-CEOs.
December 09, 2024
LPL Reaches $12M Settlement With Fired CEOThe deal allows Dan Arnold, who was terminated for cause, to keep about a third of his stock options.
December 06, 2024
Carson Group President Teri Shepherd to Resign in MarchShepherd is stepping away to spend more time with her family, a spokesperson said.
December 05, 2024
Orion Names Former Envestnet Exec as Head of StrategyChris Shutler spent nearly four years leading strategy for Envestnet before departing the firm in September.
December 05, 2024
Trump Taps Fiserv CEO for Social Security ChiefFrank Bisignano is also a veteran of JPMorgan Chase and Citigroup.
December 04, 2024
F2 Strategy Names Ex-Orion Exec as CEORyan Beach is taking over from the firm's co-founder, Doug Fritz, who will become executive chairman.
December 04, 2024
Court Action in Carson Group Lawsuit Pushed to May 2025A fired executive contends she faced retaliation after objecting to its response to a conference-goer's assault report.
December 04, 2024
Raymond James Sets CEO Transition DatePaul Reilly will step down from his CEO responsibilities Feb. 20, with Paul Shoukry taking over.