Career moves

Here's what you missed this week in wealth management.

In an exclusive Q&A, Financial Planning asks about the new role and how her experience with financial planning software will inform future decisions.

Here's what you missed this week in wealth management.

In her new role, Rothschild will oversee product development and help scale the wealthtech’s new business lines.

Here's what you missed this week in wealth management.

Upon assuming the role at the start of 2022, Elliott became the first Black person to ever lead the organization. But the veteran advisor says she’s just getting started.

Here's what you missed this week in wealth management.

Here's what you missed this week in wealth management.

The bank is turning to an executive who comes with baggage of his own after a shortened tenure as CEO of AMP.

Here's what you missed this week in wealth management.