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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- Brian Francetich Golsan Scruggs RIA
Says wider professional circle gives attackers more identities to impersonate
FTC flags fake Evite and Paperless Post phishing targeting wealthy clients' email - Heather Sweeney BlackCloak
Says affluent families lack at-home safeguards they rely on at work
FTC flags fake Evite and Paperless Post phishing targeting wealthy clients' email - Steve Czocher Gresham Partners
Says wealthy households are most exposed through personal email
FTC flags fake Evite and Paperless Post phishing targeting wealthy clients' email - Matt Regan Wealthcare Capital Management
Said a $250M advisor would be 'dead in the water' for six weeks after SEC audit.
Mariner and Wealthcare pitch giving up Form ADV to join 1099 platforms - Marc Cohen
Wrote memo calling advisor recruiting core to firm growth.
LPL names Ken Hullings head of advisor recruiting - Joe McCuine
Said advisors will earn back hours to deepen client relationships
Modera Wealth Management launches Mira, a proprietary AI platform for advisors - Brendan Powers Cerulli
Said fee-only lag reflects acquisitions, not weaker service
Cerulli: fee-only RIAs lose asset share despite client loyalty - David Hefty Credent Wealth Management
Said bidders' commission-conversion assumptions can outbid fee-only buyers
Cerulli: fee-only RIAs lose asset share despite client loyalty - Amish Sharma DGS Capital Management
Predicts Schwab's long/short SMA will likely launch in Q2 2027.
Charles Schwab expects to offer long/short SMA, CEO says - Pat Hynes Prudential Wealth Advisors
Expects centralized recruiting unit to reach market in second half 2027
Prudential Wealth Advisors builds centralized recruiting unit for 2027 - Eric Smith
Hired by Wells Fargo Advisors for Naples branch after managing $400M.
Wells Fargo Advisors hires Morgan Stanley's Eric Smith in Naples - Ashley Longabaugh Celent
Presented survey data showing 63% of RIAs use AI, double 2024 share.
63% of RIAs use AI; one in ten has fully integrated it into strategy - Kimberley Raimondo Brookwood Investment Group
Argued firms should begin with operational model rather than technology.
63% of RIAs use AI; one in ten has fully integrated it into strategy - Tim Foley AdvisorEngine
Described a chatbot project that produced inefficiency, not streamlining.
63% of RIAs use AI; one in ten has fully integrated it into strategy - Jim Dickson
Said Elevation Point will seek more capital to pursue its goal.
Elevation Point takes minority stake in $750M ex-UBS team Truing Capital Advisors - Salvatore (Sam) Mineo
Is a founding partner leading the Las Vegas advisory team.
Elevation Point takes minority stake in $750M ex-UBS team Truing Capital Advisors - Mike LaMena Wealthspire
CEO's family office build includes acquisition of Atlantic Swiss.
Wealthspire's Ground Control acquires London-based Atlantic Swiss, a $1 billion wealth manager - Nick Parkinson Ground Control Business Management
Will work alongside Bell as president of acquirer's U.K. division.
Wealthspire's Ground Control acquires London-based Atlantic Swiss, a $1 billion wealth manager - Kamar Plunkett
Co-launched Iron Shore Wealth Strategies, announced Oct. 20.
Plunkett and Thomas launch Iron Shore Wealth Strategies in Fifth Avenue Financial tie-up - Scott Greenfield Fifth Avenue Financial
Praised Iron Shore founders’ client-first, comprehensive planning.
Plunkett and Thomas launch Iron Shore Wealth Strategies in Fifth Avenue Financial tie-up - Shara Thomas
Co-launched Iron Shore Wealth Strategies, announced Oct. 20.
Plunkett and Thomas launch Iron Shore Wealth Strategies in Fifth Avenue Financial tie-up - Chris Taylor Modern Wealth
Joined Modern Wealth along with three 4thGEN advisors in acquisition
Modern Wealth acquires 4thGEN Wealth Management, a $330M Lodi RIA - DeAnn Murray Modern Wealth
Joined Modern Wealth along with three 4thGEN advisors in acquisition
Modern Wealth acquires 4thGEN Wealth Management, a $330M Lodi RIA - Jason Gordo
Framed acquisition as expansion into region with families and business owners
Modern Wealth acquires 4thGEN Wealth Management, a $330M Lodi RIA - Kenneth F. Levy Modern Wealth
Joined Modern Wealth; said succession search sought partner to keep team intact
Modern Wealth acquires 4thGEN Wealth Management, a $330M Lodi RIA
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