C-suite

While he inherited a tough job, two years in it’s hard to find a single business metric that has improved,

Men dominate the largest financial institutions and the situation is even worse at family offices.

“I’ll stay in this role as long as the board believes that I’m the right person for the role, and they do, and I think I am,” Sloan, 58, said.

Betsy Duke took the rare step of denying the bank is looking to replace Chief Executive Tim Sloan.

Advisory firms should add this key position to their C-suite, argues CFP Board CEO Kevin Keller.

To keep pace with its peers, Morgan Stanley is ramping up its online offerings in banking and wealth management.

Allison Felix was promoted after 17 years at the firm, part of a transitional process to eventually become CEO.

Want to know where the smart-money minds go when off the clock? It’s here.

Michael O’Keeffe has been with the firm since 2013, having previously worked at Merrill Lynch.

“It’s incredibly important to have diversity. Period,” says Kara Murphy.

A “broad blended skill set" is part of what Voya Investment Management CEO Christine Hurtsellers says helped her become a better leader.

“If you’re not given an avenue to prove yourself, then effort and skill set will only go so far,” Shannon Saccocia says.

Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.

Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.

Fielding rapid-fire questions, Savant Capital Management CEO Brent Brodeski reveals the biggest mistakes of RIA buyers and sellers, shares the strategy behind his firm's targeted acquisitions and divulges his favorite app.

Financial planning professionals tell us sexual harassment is pervasive. Can that change?

Dan Arnold received a 155% raise in his first year atop the nation’s largest independent broker-dealer.

Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.

John Taft comes to the firm after a long career in wealth management. He will focus on developing advisor services and recruiting new teams.

One untapped resource is appealing to investors to allocate more of their private wealth to companies with successful gender diversity programs.