Liu replaces Gabriel Castello, who was appointed interim CEO of the wealth business late last year, when Annabel Spring stepped down as part of a management shake-up under group CEO Georges Elhedery.
Castello will now assume a new role of vice chair of
A representative of
The move comes as
Liu was one of
During her final four years at
Her departure from
Four professionals on the ground weigh in on the lasting lessons they took away from their worst client meetings.
Berger Financial Group plans to more than double its footprint and staff, and Investcorp is looking at more opportunities beyond supporting Berger in the "untapped" wealth space.
As AI tools take over more of the research, drafting and prep work that once taught new advisors the job, firms are racing to figure out what should replace it.
Following its purchase by Raymond James, Clark Capital's CEO discusses his firm's future and how he aims to help advisors operate as "mini virtual multifamily offices."
From showing up authentically to understanding oxytocin, a session at this week's CAAFP held by The American College of Financial Services called into question some traditional industry approaches to planning.
The American College of Financial Services is launching a certification program to train financial professionals on the ins and outs of donor-advised funds.
