News, Comment & Analysis results for Edelman Financial Engines
Composition Wealth Names General Counsel, Advisor Head
Both of the appointees each have two decades' experience in the industry. The RIA, which operates
Who's Moving Where In Wealth Management? – LPL Financial, Lear Investment Management, Warburg Pincus, Others
The latest senior wealth management moves, appointments and personnel changes in North America.
Who's Moving Where In Wealth Management? – Katten, Citi Private Bank, Baird
The latest senior wealth management moves, appointments and personnel changes in North America.
Summary Of Moves In North American Wealth Management – February 2026
A roundup of moves, hires and personnel changes in North American wealth management in February.
Summary Of Moves In North American Wealth Management – January 2026
A roundup of moves, appointments and other changes in the North American wealth management sector.
Who’s Moving Where In Wealth Management? – Baird, Boies Schiller Flexner
The latest appointments, moves and personnel changes in the North American wealth management
Who's Moving Where In Wealth Management? – Baird, Alto
The latest moves, appointments and personnel changes in North American wealth management.
Who’s Moving Where In Wealth Management? – Hightower Advisors, Vontobel, Brighton Jones
The latest moves, appointments and personnel changes in wealth management for North America.
Which Private Equity-Backed Wealth Firms Might Have "Investment Shift" In 2026?
With private equity ownership now being a major factor in North American wealth management, the
Summary Of Senior North American Wealth Management Moves – October 2025
A round-up of moves, appointments and personnel changes in North American wealth sector during