Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Hightower CEO Bob Oros to Step Down
By Dinah Wisenberg BrinGoldman Sachs Ayco CEO Larry Restieri will fill the position this spring.
February 05, 2025
Orion Augments Platform to Help Advisors Win Wealthiest ClientsAn influx of new millionaires will demand personalized solutions from financial professionals and service providers.
January 31, 2025
Planning Foundation Issues Grants to Support Pro Bono GuidanceOrganizations providing planning without charge will benefit from a record $678,000 in funding during 2025.
January 31, 2025
FinServ Foundation Names Mentorship DirectorSamantha Allen will help the nonprofit organization support the next generation of advisor industry leaders.
January 30, 2025
LPL Nabs $1B Advisory Team From Osaic in CaliforniaSalient Wealth Planning Group provides clients with customized investment strategies, financial planning and wealth preservation services.
January 29, 2025
Sequoia Buys $3.8B Carlson Capital in MinnesotaThe acquisition of Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors.
January 29, 2025
Commonwealth in Talks to Sell Minority Stake: ReportThe firm, led by Wayne Bloom, will likely attract strong private equity interest, said one industry watcher.
January 28, 2025
Corient Acquires $10B Multi-Family Office in New YorkThe move reinforces the firm's presence in one of the nation’s largest wealth management markets.