Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Kestra Financial to Replace President in April
By John ManganaroJohn Amore, the firm's head of wealth management, will take over from the retiring Stephen Langlois.
January 08, 2025
Ex-Merrill Wealth Head John Thiel Launches RIAThe firm, Indivisible Partners, is already adding a $640 million advisory practice in New York.
January 08, 2025
Fisher Investments Completes $3B Minority Stake SaleNew backers include Advent International and a wholly owned subsidiary of the Abu Dhabi Investment Authority.
January 07, 2025
Orion Nabs Another Former Envestnet Exec to Lead OperationsArun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.
January 06, 2025
Dynasty Names Raymond James Exec to Head Advisor TransitionsLindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and support.
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9 Trends in How Women Work With AdvisorsAdvisors should not make assumptions or rely on outdated stereotypes, but some commonalities emerged in a recent survey.