Live Tracker
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- Dennis K. Wolfe
Identified as founder or majority owner on the $1.4B move.
LPL Financial adds $5.4 billion in advisor teams - Jennifer Goode Bernstein Private Wealth Management
Says childless clients are underserved and offer advisors a practice opportunity.
Bernstein's Jennifer Goode says childless clients are underserved by estate-planning defaults - Brad Cherkin
Named member of the seven-person Truist team that moved.
Rockefeller Global Family Office adds seven-person $1.2 billion Truist team in Naples - Charles Outlaw
Support staffer moved with the seven-person Truist team.
Rockefeller Global Family Office adds seven-person $1.2 billion Truist team in Naples - Eric Solas
Named member of the seven-person Truist team that moved.
Rockefeller Global Family Office adds seven-person $1.2 billion Truist team in Naples - Gordon B. Kellam
Named member of the seven-person Truist team that moved.
Rockefeller Global Family Office adds seven-person $1.2 billion Truist team in Naples - Matthew T. Caras
Named member of the seven-person Truist team that moved.
Rockefeller Global Family Office adds seven-person $1.2 billion Truist team in Naples - Owen M. Wilson
Named member of the seven-person Truist team that moved.
Rockefeller Global Family Office adds seven-person $1.2 billion Truist team in Naples - Sumera Yousaf
Named member of the seven-person Truist team that moved.
Rockefeller Global Family Office adds seven-person $1.2 billion Truist team in Naples - Marc Cabezas Hightower
Added by Hightower from Edelman Financial Services in tracked move
SEI hires Kristie Edling-Day from LPL Financial - Robert Picard Hightower
Added by Hightower from First Republic in tracked advisor move
SEI hires Kristie Edling-Day from LPL Financial - Kenneth Montal
Brought $245M in client assets from UBS to Raymond James
Wells Fargo adds $900 million in three recruiting moves - James Edwards
Listed among five advisors in the Houston liftout to Janney
$3.3B Raymond James team joins Janney in Houston - Jim Scanlan
Praised the acquired firm's advice quality and focus on women clients
Apella acquires $261M Blue Spark; Waverly acquires $151M MCS Family Wealth Advisors - Adam Lukens
Assigned to support Chad Lewis's move to Ameriprise.
Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M - Amanda Catalina
Co-leads team that joined with more than $750M in client assets.
Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M - Andy Krantz
Co-leads Vantage Axia Wealth, which arrived with over $280M.
Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M - Chad Lewis
Former F-16 pilot brings $160M to West Des Moines, Iowa.
Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M - Corben Gailey
Co-leads Vantage Axia Wealth, which arrived with over $280M.
Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M - David Spataro
Assigned to support Vantage Axia's move to Ameriprise.
Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M - Ed Eckenroad
Assigned to support The GEN Group's move to Ameriprise.
Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M - John (Ryan) Halloran
Co-leads investment group that joined Wells Fargo with nearly $400M.
Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M - Kevin Halloran
Leads investment group that joined Wells Fargo with nearly $400M.
Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M - Matt Lanham
Leads team that joined with more than $750M in client assets.
Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M - Michael Dooley
Co-leads investment group that joined Wells Fargo with nearly $400M.
Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M
How the tracker works
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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