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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- Rick Buoncore
Said attracting best advisors is among biggest initiatives
MAI Capital hires Matt Barthel to lead advisor liftout recruiting - Scott Conroy
Appointed in June to run the independent channel.
Carson Group names Matt Humphrey to lead W-2 advisor channel - Glenn Spencer
Cites advisor equity ownership when describing growth from 40 to 225.
Carlyle takes a minority stake in Prime Capital Financial, where 170 advisors own equity - Joe Zidle Cresset
Joining as executive managing director and chief market strategist
UBS had 58 advisor departures as Cetera Planning Partners added 47 - Kay Lynn Mayhue
Taking the CEO role at Merit Financial Advisors, with no prior firm listed
UBS had 58 advisor departures as Cetera Planning Partners added 47 - Anthony Perez
Named principal in 11-advisor FiNet liftout from Ameriprise.
Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise - Audre Schmedes
Named principal in 11-advisor FiNet liftout from Ameriprise.
Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise - Eric Smutko
Named principal in 11-advisor FiNet liftout from Ameriprise.
Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise - Michael Kawase
Named principal in 11-advisor FiNet liftout from Ameriprise.
Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise - Nicholas Detmer
Was hired by Oxford Financial Group from Regent Street.
Scott Hardy team leaves Commonwealth Financial Network for Summit Wealth Group with $189 million - Scott Ryan
Was hired by Oxford Financial Group from Regent Street.
Scott Hardy team leaves Commonwealth Financial Network for Summit Wealth Group with $189 million - Mark Tibergien
Exited BNY Pershing amid broader executive changes
Adam Vos takes BNY Pershing's RIA custody unit as Wove is withdrawn - Maura Creekmore Broadridge
Moved from BNY Pershing to Broadridge in executive shift
Adam Vos takes BNY Pershing's RIA custody unit as Wove is withdrawn - August Iorio
Warns many DST investors may lose at least some principal.
Judge approves $713 million sale of 30 Inspired Healthcare Capital properties - Mark X. Mullin
Granted injunction halting new FINRA arbitration claims.
Judge approves $713 million sale of 30 Inspired Healthcare Capital properties - Ben Krajnak
Named among seven advisors in the $1.3B Cullman/Holt move to Wells Fargo FiNet
Wells Fargo FiNet adds $1.3 billion UBS team, loses $1.1 billion Praxis to LPL - Connie M. Dennis
Named among seven advisors in the $1.3B Cullman/Holt move to Wells Fargo FiNet
Wells Fargo FiNet adds $1.3 billion UBS team, loses $1.1 billion Praxis to LPL - Conor Holt
Named among seven advisors in the $1.3B Cullman/Holt move to Wells Fargo FiNet
Wells Fargo FiNet adds $1.3 billion UBS team, loses $1.1 billion Praxis to LPL - Shannon Borton
Named among seven advisors in the $1.3B Cullman/Holt move to Wells Fargo FiNet
Wells Fargo FiNet adds $1.3 billion UBS team, loses $1.1 billion Praxis to LPL - Sol Gamertsfelder
Named among seven advisors in the $1.3B Cullman/Holt move to Wells Fargo FiNet
Wells Fargo FiNet adds $1.3 billion UBS team, loses $1.1 billion Praxis to LPL - Matthew Fleissig
Credits acquisitions, employee ownership and client events for growth
Pathstone says client assets reached $200 billion in 16 years - Patience Peterson
Says client feedback over years shapes the firm's events calendar
Pathstone says client assets reached $200 billion in 16 years - Jim Zimmerman Singularity Financial Partners
Named chief technology officer and co-founder of Singularity Financial Partners
Former InvestCloud and Envestnet executives launch RIA operating company Singularity Financial Partners - Michael Roth Singularity Financial Partners
Co-founded Singularity and says advisory firms lack operators to reach growth
Former InvestCloud and Envestnet executives launch RIA operating company Singularity Financial Partners - Oleg Tishkevich Singularity Financial Partners
Co-founded Singularity and previously founded Finance Logix, bought by Envestnet
Former InvestCloud and Envestnet executives launch RIA operating company Singularity Financial Partners
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