Demographics

The firm’s chief executive began setting the stage last year when he broke the company’s three business lines into five.

Jon Stein was a pioneer of the robo advice industry, building a $25 billion firm over the past decade.

The firm has sought to broaden the range of clients it targets with its wealth-advisory services.

For its next leader, Ohio National turned to a veteran executive with prior experience leading its independent broker-dealer.

“Financial advisors typically don’t speak athletes’ language, so athletes and entertainers gravitate toward those people who do,” said former Chicago Bears defensive end Adewale Ogunleye.

In a surprise announcement, Private Advisor Group tapped Moore as CEO nearly two years after he left Cetera for undisclosed medical reasons.

A former chief information officer of PR firm Cision will take over as CTO following Scott Grinis’s retirement.

It’s at least the second time in just a few weeks that the firm has sought to limit the expense of rewarding well-paid employees.

The daughter of a privileged family had everything, until she didn’t. Then the work began.

BNY Mellon’s CEO also sees a distribution opportunity for the company’s proprietary funds.