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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- Scott Lamont F2 Strategy
Says every firm has an operating model but few issues apply industry-wide
Former InvestCloud and Envestnet executives launch RIA operating company Singularity Financial Partners - Stephen DiMaio ABS Global Investments
Says interval fund format opens pre-IPO investing beyond accredited clients
ABS Global pitches interval fund as RIA route into pre-IPO shares - Jennifer des Groseilliers
Says partnership preserves personalized relationships and planning
The Mather Group adds $400 million Plano advisory practice - Steven Wachs
Chief investment officer at Legacy, sets investment philosophy
The Mather Group adds $400 million Plano advisory practice - Burt White Carson Group
Says Carson's 17-year coaching relationship with Foran team aided deal.
Carson Group adds $410 million New Jersey RIA Foran Financial from LPL - Daniel Foran
Managing partner and wealth advisor in father-and-son practice joining Carson.
Carson Group adds $410 million New Jersey RIA Foran Financial from LPL - Michael Belluomini
Says Forans' father-son succession transition was central to Carson's interest.
Carson Group adds $410 million New Jersey RIA Foran Financial from LPL - Sheena Gray Quad-A
Advises succession planning must include ownership transfer
Quad-A CEO Sheena Gray says succession planning must include ownership transfer - David Booth
DFA founder whose possible absence raises questions about firm's future
Goldman's John Waldron could replace David Solomon as CEO as early as January - Peter Mallouk
Described a lasting partnership after July 2023 RIA custody deal
Goldman's John Waldron could replace David Solomon as CEO as early as January - Cat Davies Innovayte
Said Innovayte's new COO is a proven operator with deep expertise
Innovayte names former Apex COO Fritz Louis-Charles chief operating officer - Fritz Louis-Charles Innovayte
Appointed chief operating officer at Dallas custody and clearing firm
Innovayte names former Apex COO Fritz Louis-Charles chief operating officer - Mark Nichol Mesirow
PWD reported Sept. 30 that Mesirow hired Mark Nichol.
Innovayte names former Apex COO Fritz Louis-Charles chief operating officer - Brandt Burns
Said partnership lets firm keep personalized service and enhance offerings
Trilogy Capital strikes its largest acquisition of the year for $1B Colorado RIA - Jeff Motske
Said Mountain Capital fits Trilogy and shows commitment to inorganic growth
Trilogy Capital strikes its largest acquisition of the year for $1B Colorado RIA - Max Lane Flourish
Said MassMutual can now offer a private-bank-like experience to customers
Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals - Vaughn Bowman, CFA MassMutual
Quoted on equipping financial professionals and building on Flourish relationship
Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals - Jason Diamond Diamond Consultants
Says billion-dollar wirehouse teams weigh gains against losses as many leave.
Wirehouses lost 517 advisors net in the first half of 2026 - Kristin Olson
Says understanding private markets helps investors diversify portfolios
Goldman Sachs survey finds alternatives owners satisfied while unfamiliar investors see high risk - Jarrod C. Martinez Capital Waypoint
Leads Capital Waypoint, which joins Ascentis with about $256M in assets
Ascentis adds four practices with $1B in client assets - John Farren Farren Private Wealth
Joined as managing director of Farren Private Wealth, announced by Prospera
Ascentis adds four practices with $1B in client assets - Justin Davis IMPACT Financial Strategies
Leads the largest practice joining Ascentis with about $303M in assets
Ascentis adds four practices with $1B in client assets - Michael Mansur Ascentis Holdings
Said experienced advisors want freedom and support to improve client delivery
Ascentis adds four practices with $1B in client assets - Jay Lisowski William Blair Investment Management
Argues active ETFs help overcome index blind spots in non-US markets
William Blair: 56% of RIAs expect to raise active ETF allocations to international and emerging markets - David Wahlen Merit
Called Moldenhauer exactly the type of firm Merit wants to partner with
Merit Financial buys $1.1B New York practice, its 10th Commonwealth team
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