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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- Choreo
Hired a former ClientWorks executive to lead advisor technology and AI
Choreo hires ex-LPL ClientWorks chief Gabriel Rodriguez as CTO - Harbour Investments
Logged 46 events in past 30 days among busiest firms.
UBS logs 91 events in past 30 days; LPL second with 83 - Connecticut Wealth Management
Hired Subatomic to build AI operating system; first phase due before end-2026.
State Street and Apex launch custody unit for $1 billion RIAs - Subatomic
Hired to build an AI operating system for a $5.2 billion RIA.
State Street and Apex launch custody unit for $1 billion RIAs - JPMorgan Chase
Reported 14% Q3 asset and wealth management revenue growth to $6.9B
Wealth revenue rises 12% to 15% at JPMorgan, Wells Fargo, Goldman, Citi - Norges Bank Investment Management
Involved in an announced Oct. 12 transaction with no disclosed size
Tokio Marine, Schroders, BlueOrchard and International Finance Corporation launch $2 billion fund - Cresset
Added Joe Zidle as executive managing director and chief market strategist
UBS had 58 advisor departures as Cetera Planning Partners added 47 - BNY
Parent company gains Ben Harrison from BNY Pershing
Adam Vos takes BNY Pershing's RIA custody unit as Wove is withdrawn - Singularity Financial Partners
RIA operating company taking ownership via capital, operating work or both
Former InvestCloud and Envestnet executives launch Singularity Financial Partners, an RIA operating company - Mountain Capital Investment Advisors
reported $1B deal with Trilogy Capital, status reported
Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples - Trilogy Capital
reported $1B deal with Mountain Capital Investment Advisors
Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples - Creative Planning
Struck July 2023 RIA custody deal with Waldron; described lasting partnership
Goldman's John Waldron could replace David Solomon as CEO as early as January - Capital Waypoint
Named as one of four practices added by Ascentis with $1B combined assets.
Ascentis Independent Advisors adds four practices with $1 billion - Citrus Wealth Management
Named as one of four practices added by Ascentis with $1B combined assets.
Ascentis Independent Advisors adds four practices with $1 billion - IMPACT Financial Strategies
Named as one of four practices added by Ascentis with $1B combined assets.
Ascentis Independent Advisors adds four practices with $1 billion - Rooted Wealth Management
Named as one of four practices added by Ascentis with $1B combined assets.
Ascentis Independent Advisors adds four practices with $1 billion - Save Technologies
Cash startup advertising 7.5% yield listed on Schwab marketplace
Fidelity extends $100 million custody minimum to 986 existing RIA relationships - Doussard Financial
Practice moved to Cetera with $235M in assets
Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL - FINRA
Barred advisor for refusing documents in client-funds inquiry
FINRA bars Houston advisor Robert Wayne Thompson over withheld documents in $2.3 million client suit - CUSIP Global Services
Extending standardized nine-character identifiers to private companies
Alto to buy Schwab's Forge Trust, pooling $20 billion in IRAs - Lakewood Wealth Management
Ann Arbor firm whose three advisors LPL recruited; team reported $170M.
LPL Financial to report third-quarter earnings after market close Oct. 27 - Wealthspire Family Office
Family-office platform launched with nearly $50B in assets
Wealthspire launches a $2.88 billion sports and entertainment practice inside its family office - Wealthspire Sports & Entertainment
New unit manages $2.88B for athletes and entertainers
Wealthspire launches a $2.88 billion sports and entertainment practice inside its family office - National Advisors Trust
Being pursued by Cresset to host its $5.4B trust division
Cresset is pursuing National Advisors Trust to build a $13.1 billion trust platform - Spire
Being acquired by Concurrent for $5.4B as first platform deal
Cresset is pursuing National Advisors Trust to build a $13.1 billion trust platform
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Rankings count distinct stories published by Private Wealth Daily in the selected period. Repeat versions of the same story count once. Ties go to the most recent coverage. Firms includes named funds.
Descriptions are grounded in the linked article and checked against its supporting text. Affiliations appear only when explicitly stated in that article; they describe the relationship reported at that time. Source credits and incidental references are excluded. Profiles may include reporting from across the Daily Network.
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