Leadership

Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.

When Advisors Become Their Own Boss, Dynasty Answers 'Now What?'

October 23, 2023

When Advisors Become Their Own Boss, Dynasty Answers 'Now What?'
Sigma Financial Owner Has a New Name

October 10, 2023

Sigma Financial Owner Has a New Name
Paul Quaranto Jr. Elected to Chair ACLI Board

September 29, 2023

Paul Quaranto Jr. Elected to Chair ACLI Board
Cetera Names New Head of Indie Advisor Channel  

September 22, 2023

Cetera Names New Head of Indie Advisor Channel  
Jamie Hopkins to Lead Bryn Mawr Trust Private Wealth Team

September 19, 2023

Jamie Hopkins to Lead Bryn Mawr Trust Private Wealth Team
Jamie Hopkins to Exit Carson Group

September 12, 2023

Jamie Hopkins to Exit Carson Group
8 Ways Financial Planning Is Evolving for Advisors and Clients

September 08, 2023

8 Ways Financial Planning Is Evolving for Advisors and Clients