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- Todd Hubley
Assigned to support The GEN Group's move to Ameriprise.
Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M - Chris Osmond Fifth Third Wealth Advisors
Says he is very bullish on infrastructure and uses a growth-inflation framework.
Fifth Third Wealth Advisors CIO Chris Osmond overweights real assets as growth and inflation rise - James “Jim” Edwards
Co-leads the advisor team opening the new Houston office
Janney opens Houston office with $3.5B Raymond James team - Dave Welling Mercer
Said most clients closed via Schwab were already above $5 million.
S&P: Mercer got roughly half of first-half 2026 net new assets from custodian referrals - Cody Barbo
we are evolving from the platform that helps families create an estate plan into the fiduciary
Trust & Will launches Nevada-chartered trust company for sub-$10 million estates - James "Jim" Edwards
Joined Janney's Houston office as managing director/investments
Janney opens Houston office with four advisors from Raymond James - Kevin Reed Janney's Private Client Group
Said the hires show why experienced advisors choose the firm
Janney opens Houston office with four advisors from Raymond James - Bill Harris Evergreen Wealth Advisors
Said Americans seek guidance and questioned whether AI tools deserve trust
Evergreen.ai study: advised AI users act unchecked at nearly triple unadvised rate - Vince Hockett XYPN
Plans to retire in spring 2027 as XYPN searches for a successor
XYPN opens president search as Vince Hockett plans spring 2027 retirement - Linda Bestepe MassMutual
Said product keeps financial professional at center of client conversations
MassMutual launches securities-backed credit line with Supernova as lender - Vaughn Bowman
Said credit access, tapped thoughtfully, is important for building wealth
MassMutual launches securities-backed credit line with Supernova as lender - Cameron Hoerner Piper Sandler
Said deal activity is not slowing and cited acquisitive platforms
Q3 RIA deal counts fall at DeVoe, Piper Sandler and Fintrx - Brian Blackburn
Said Ox Road crossed $1B in 225 days on an Oct. 15 podcast.
Ox Road Capital crossed $1B in 225 days after leaving UBS with no client data - Jeff Allen
Said Ox Road crossed $1B in 225 days on an Oct. 15 podcast.
Ox Road Capital crossed $1B in 225 days after leaving UBS with no client data - Michael Lee
Said Ox Road crossed $1B in 225 days on an Oct. 15 podcast.
Ox Road Capital crossed $1B in 225 days after leaving UBS with no client data - Steve Armaly
Said Ox Road crossed $1B in 225 days on an Oct. 15 podcast.
Ox Road Capital crossed $1B in 225 days after leaving UBS with no client data - Josh Gerry Valla Wealth
Launched Valla Wealth and described a high-watermark AUM fee model.
Former VestGen CEO Josh Gerry launches Valla Wealth under Invictus - Michael Simon Valla Wealth
Co-founded Valla Wealth with Gerry; has hedge fund trading experience.
Former VestGen CEO Josh Gerry launches Valla Wealth under Invictus - Jason Stephens Evertern Wealth
Says clients split their year among Florida, the Northeast or Midwest, and abroad.
Evertern Wealth sends partners to multi-state families - Mic Lundon Evertern Wealth
Spends four to six weeks yearly in Minnesota and Ohio, where he has family.
Evertern Wealth sends partners to multi-state families - Ryan Hicke SEI
Said the CIO role is strategic and must align with business goals.
SEI names Kristie Edling-Day chief information officer, hiring from LPL - John Kearney MyComplianceOffice
Says MCO sorts prediction-market bets and flags securities-linked activity
MCO extends personal-trading surveillance to prediction markets - Nathaniel "Nate" Langley GFS Advisory
Said access to banking and high-net-worth planning aids tax-aware advice
LPL adds $1B Seattle team from Northwestern Mutual; Raymond James recruits $350M Georgia practice - Paige Rossi GFS Advisory
Co-branch owner of GFS Advisory team recruited by Raymond James
LPL adds $1B Seattle team from Northwestern Mutual; Raymond James recruits $350M Georgia practice - Stephen Groover GFS Advisory
Advisor joined GFS team after a public accounting career
LPL adds $1B Seattle team from Northwestern Mutual; Raymond James recruits $350M Georgia practice
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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