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Career Moves

Larry Restieri and Bob Oros Hightower
Career Moves
Hightower CEO Bob Oros To Step DownHightower CEO Bob Oros To Step Down

Former Goldman Sachs AYCO chief executive Larry Restieri will succeed Oros as Hightower's CEO this spring.

byPatrick Donachie, Senior Reporter
Feb 11, 2025
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1 Min Read
Kathy Wunderi Wealth.com
Career Moves
Top Hollywood Attorney Joins Wealth.com’s Legal TeamTop Hollywood Attorney Joins Wealth.com’s Legal Team
byPatrick Donachie
Feb 11, 2025
1 Min Read
Kristen Larson Sanctuary Wealth breakaway UBS
RIA
$200M Advisor Leaves UBS to Go Independent with SanctuarySanctuary Lands New $200M Minneapolis RIA
byAlex Ortolani
Feb 10, 2025
1 Min Read
Dave Breslin General Catalyst GC Wealth
RIA
Q&A: Dave Breslin Ushers General Catalyst Into the Wealth BusinessDave Breslin Ushers General Catalyst Into the Wealth Business
byDiana Britton
Feb 10, 2025
1 Min Read
LPL CEO Rich Steinmeier
IBD
LPL’s New Leader Moves Past CEO Firing With Eye on Firm’s GrowthNew LPL CEO Keeps Eye on Firm Growth
byPaige Smith
Feb 6, 2025
1 Min Read
IAA President Matt Lampman
Career Moves
One-time Unpaid Intern Becomes President of $4.8B IAA$4.8B IAA Promotes Former Intern to President
byAlex Ortolani
Feb 6, 2025
1 Min Read
CFP Board CEO Kevin Keller
Career Moves
CFP Board CEO Kevin Keller To Retire
CFP Board CEO Kevin Keller To Retire
Feb 6, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Corporate Plans Retirement Strategies team
RIA
Deals & Moves: Cetera, Corient and LPL’s RIA Channel Add Advisors
Deals & Moves: Cetera, Corient and LPL Add Advisors
Feb 6, 2025
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1 Min Read
byAlex Ortolani, Senior Reporter
First Republic bank doors
Career Moves
First Republic Ex-Private Wealth Head Taps Old Team for New Firm
First Republic Ex-Private Wealth Head Taps Old Team for New Firm
Feb 5, 2025
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1 Min Read
byBiz Carson, Reporter
Alisa Maute Mercer Advisors
Career Moves
Mercer Hires Client Development Director From LPL
Mercer Hires Client Development Director From LPL
Feb 5, 2025
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1 Min Read
byDiana Britton, Managing Editor
The Healthy Advisor Podcast Aaron Klein Nitrogen Diana Britton
Professional Development
The Healthy Advisor: Beyond the C-Suite With Aaron Klein
The Healthy Advisor: Aaron Klein
Feb 5, 2025
byDiana Britton, Managing Editor
Jarrod Biebel TrekNorth Investment Management James Horn Matterhorn Private Wealth
RIA
RFG Attracts Advisors From Raymond James, Edelman
RFG Attracts Advisors From Raymond James, Edelman
Feb 4, 2025
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1 Min Read
byDiana Britton, Managing Editor
Support Platforms
AssetMark Taps New CTO from BlackRock’s Aladdin
AssetMark Taps New CTO from BlackRock’s Aladdin
Feb 4, 2025
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1 Min Read
byDiana Britton, Managing Editor
Milemarker CTO Kailash Duraiswami
Support Platforms
Data Technology Firm Milemarker Hires Its First CTO
Data Technology Firm Milemarker Hires Its First CTO
Feb 3, 2025
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Savvy Wealth Chief Growth Officer David Weiner
RIA
Savvy Taps New Growth Officer to Bolster RIA Push
Savvy Hires RIA Growth Lead
Feb 3, 2025
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1 Min Read
byAlex Ortolani, Senior Reporter
William “Bill” Bruen Jr. and his son Andrew Bruen
Career Moves
$1.3B Father-Son UBS Team Jumps to LPL
$1.3B Father-Son UBS Team Jumps to LPL
Jan 28, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Jerod Wurm (left) and Casey Frye
RIA
Carson Acquires $365M Sacramento Firm
Carson Acquires $365M Sacramento Firm
Jan 28, 2025
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1 Min Read
byDiana Britton, Managing Editor
Janney Montgomery Scott CEO Tony Miller
Career Moves
Janney Montgomery Scott Names New CEO
Janney Montgomery Scott Names New CEO
Jan 24, 2025
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1 Min Read
byDiana Britton, Managing Editor
Compound Planning co-founders Christian Haigh (left) and Alex Farman-Farmaian
RIA
Compound Planning Reels in Four Advisors, Bringing AUM to Over $2.5B
Compound Planning Adds Four Advisors, Bringing AUM to Over $2.5B
Jan 23, 2025
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1 Min Read
byDiana Britton, Managing Editor
Dan Bolton Wealth.com
Career Moves
Wealth.com Recruits New Marketing Head from Nitrogen
Wealth.com Recruits New Marketing Head from Nitrogen
Jan 23, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Envestnet CEO Chris Todd
WealthTech
Chris Todd Named Envestnet CEO
Chris Todd Named Envestnet CEO
Jan 21, 2025
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
merger puzzle
Support Platforms
Merchant-Backed Fin.Link Hires New President
Merchant-Backed Fin.Link Hires New President
Jan 21, 2025
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1 Min Read
byDiana Britton, Managing Editor
business meeting business training advisor training
Business Planning
New Year, New Advisors
New Year, New Advisors
Jan 16, 2025
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1 Min Read
college graduate looking into the future college admissions
Career Moves
What Families Can Do When Facing College Admission Disappointment
What Families Can Do When Facing College Admission Disappointment
Jan 16, 2025
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1 Min Read
byLynn O'Shaughnessy, Columnist: College Planning
The Diamond Podcast for Financial Advisors Tony Smith Stonegate Investment Group Mindy Diamond
Career Moves
The Diamond Podcast for Financial Advisors: $6B+ Former UBS Team Finds Freedom to Focus on Clients
The Diamond Podcast for Financial Advisors: $6B+ Former UBS Team Finds Freedom to Focus on Clients
Jan 16, 2025
byMindy Diamond, Columnist: Career Moves
traffic light arrows
Career Moves
Four Reasons to Stay at Your Firm
Four Reasons to Stay at Your Firm
Jan 15, 2025
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1 Min Read
byJason Diamond, Vice President, Senior Consultant
The Diamond Podcast for Financial Advisors 2024 recap
Career Moves
The Diamond Podcast for Financial Advisors: Insights on Goals, Growth, and Building Something Great
The Diamond Podcast for Financial Advisors: Insights on Goals, Growth, and Building Something Great
Jan 9, 2025
byLouis Diamond, President
Healthy Advisor Podcast Michelle Begina Snowden Lane
Career Moves
The Healthy Advisor: Betrayal on the Dock and the Road to Financial Independence With Michelle Begina
The Healthy Advisor: Betrayal on the Dock and the Road to Financial Independence With Michelle Begina
Jan 8, 2025
byDiana Britton, Managing Editor
graduation-caps-in-the-air.jpg
Career Moves
What Colleges and Student Borrowers Can Expect in 2025
What Colleges and Student Borrowers Can Expect in 2025
Jan 3, 2025
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1 Min Read
dollars-clock-hands.jpg
High Net Worth
Key 2025 Dates For Your Clients' Personal Finances
Key 2025 Dates For Your Clients' Personal Finances
Jan 2, 2025
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1 Min Read
Diamond Podcast for Financial Advisors Mindy Diamond Bill Good Marketing
Marketing
The Diamond Podcast for Financial Advisors: How to Grow Bigger, Faster
The Diamond Podcast for Financial Advisors: How to Grow Bigger, Faster
Jan 2, 2025
byMindy Diamond, Columnist: Career Moves
Summit CEO Stan Gregor U.S. Gen. Jim Mattis
Career Moves
Insights from U.S. Gen. Jim Mattis at the Summit Growth Partners Conference
Insights from U.S. Gen. Jim Mattis at the Summit Growth Partners Conference
Jan 2, 2025
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1 Min Read
podcast illustration
Industry News & Trends
Our Favorite WealthManagement.com Podcast Episodes of 2024
Our Favorite WealthManagement.com Podcast Episodes of 2024
Dec 20, 2024
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7 Slides
byWealthManagement.com Staff
The Diamond Podcast for Financial Advisors 2025 Guide
Career Moves
The Diamond Podcast for Financial Advisors: An Advisor’s Guide to 2025
The Diamond Podcast for Financial Advisors: An Advisor’s Guide to 2025
Dec 19, 2024
byMindy Diamond, Louis Diamond
George Washington University campus tour
Career Moves
Don’t Plan College Tours Without Doing This First
Don’t Plan College Tours Without Doing This First
Dec 17, 2024
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1 Min Read
byLynn O'Shaughnessy, Columnist: College Planning

Latest news

Larry Restieri and Bob Oros Hightower
Career Moves
Hightower CEO Bob Oros To Step Down
Hightower CEO Bob Oros To Step Down

Feb 11, 2025

empty office chairs
Industry News & Trends
McKinsey Estimates Advisor Shortage of 100,000 by 2034
McKinsey Estimates Advisor Shortage of 100,000 by 2034

Feb 11, 2025

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Investing Strategies
Morningstar: Advisor Use of Custom Model Portfolios Rises
Advisor Use of Custom Model Portfolios Rises

Feb 11, 2025

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