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The people and firms behind the headlines. Follow their coverage, explore their profiles, and see what brought them into the news.
Search the network’s Firm & Fund Lookup- Jed Rakoff
Approved removing former counsel after communications breakdown.
Heppner sentencing adjourned without new date as new counsel takes over - Jonathan Bach
Hired as defense attorney; client reportedly plans an appeal.
Heppner sentencing adjourned without new date as new counsel takes over - Mark Uyeda
Remains one of two SEC commissioners who could act alone if other disqualified
SEC quorum change lets lone commissioner act when all others are disqualified - Kendal Wetzel DPL Financial Partners
Named head of sales strategy and operations at DPL
RBC hires Shawn Bernhard for Texas South; DPL names two - Mark Forman DPL Financial Partners
Named head of experience to oversee member advisor service
RBC hires Shawn Bernhard for Texas South; DPL names two - Shawn Bernhard RBC Wealth Management
Hired by RBC Wealth Management as Texas South complex director
RBC hires Shawn Bernhard for Texas South; DPL names two - Ken Stern Lido Advisors
Said the RIA is open to buying abroad and called international expansion smart
Lido co-CEO floats cross-border wealth deals for $42.5B RIA - Jeff Gonyo
Said sub-$100M RIAs are "not getting picked up anywhere" and dominate the space
Steward CEO says RIA deal volume runs up to 5x tracked totals - Joseph Glick
Said terms surface for large marquee deals but not smaller or succession work
Steward CEO says RIA deal volume runs up to 5x tracked totals - Lauren Clough Bquest
Said platform lets advisors offer aging-care support without specialization
Sanctuary Wealth adds bQuest aging-care tools for partner firms - Mick Manning ACORE Capital
Named president of ACORE Capital's new advisor wealth platform.
ACORE Capital launches advisor wealth platform - James Wang Blue Brick Consulting Group
Explained Chinese tax residents must self-declare worldwide income to Beijing.
Beijing's 20% trust tax sends wealthy Chinese to U.S. banks - Keith Tan Golden Acacia Capital
Said clients planned U.S. exits from July; some opened accounts fast.
Beijing's 20% trust tax sends wealthy Chinese to U.S. banks - Mark Hurley
Said advisors probably have no direct role in the technical response.
PHP2Shell flaws put RIA website vendors under 72-hour breach-reporting duty - Jeff Bandman Kalshi Prime
says eligible investors can borrow against crypto through Kalshi Katalyst
Kalshi Prime pitches RIAs perpetual futures with crypto-backed loans for eligible investors - Julia Munchel RBC Wealth Management
Named as part of the UBS advisory team hired by RBC.
RBC Wealth Management hires UBS team in Pittsburgh that oversaw more than $1B - Karen Venneri RBC Wealth Management
Named as part of the UBS advisory team hired by RBC.
RBC Wealth Management hires UBS team in Pittsburgh that oversaw more than $1B - Max Freed RBC Wealth Management
Named as part of the UBS advisory team hired by RBC.
RBC Wealth Management hires UBS team in Pittsburgh that oversaw more than $1B - Neil McLaughlin
Said the firm aims to add 600 advisors by 2029, about 27% growth.
RBC Wealth Management hires UBS team in Pittsburgh that oversaw more than $1B - Scott Posner
Was replaced by Ken Hullings as head of advisor recruiting
LPL replaces advisor recruiting chief as executive changes outpace liftouts - Alison Burkett
Says the firm deliberately fostered organic growth over acquisitions.
EP Wealth's Brian Parker says organic growth, not dealmaking, sets wealth managers' value - Andy Harris
Said Kintra was built to support client-first advisors like Seymour.
Kintra Wealth adds Scott Seymour's $355M Great Scott practice - Wilson Hoyle
Said CAPTRUST sees tremendous opportunity for the RHA team joining the firm.
Kintra Wealth adds Scott Seymour's $355M Great Scott practice - Heather Hunt-Ruddy
Described a family stalemate that postpones inheritance talks.
Wells Fargo survey finds 61% of affluent adult children report inheritance conflict - Thomas Goodson
Our success is directly connected to the value advisors see in having the resources and support
AmeriFlex recruits 17 advisors with $1.4B in Q3, targets $4.9B for year
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