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- Jillian Guizelinni Fortuna
Client service associate moved with the advisors in the transition
Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL - Lindsey Cameron Raymond James Financial Services
Joined Raymond James Financial Services with $170M in assets
Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL - Sandra Ford
Executive assistant joined Biggs in his move to Osaic
Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL - Tom Shupe Raymond James Financial Services
Joined Raymond James Financial Services with $170M in assets
Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL - Dick Pfister AlphaCore
Said Blue Rock deepens Mid-Atlantic presence and brings HNW experience
AlphaCore adds $400 million Delaware practice Blue Rock Financial Group - Geoffrey Sella AlphaCore
Led SPC Financial before acquisition and pushed for Delaware expansion
AlphaCore adds $400 million Delaware practice Blue Rock Financial Group - Brian Lifferth Cornerstone Advisors
Led advisory team in joining LPL's platforms.
Records show Praxis Financial Partners' $1.1B team joined LPL from Wells Fargo FiNet - Gardner Brown Cornerstone Advisors
Led advisory team in joining LPL's platforms.
Records show Praxis Financial Partners' $1.1B team joined LPL from Wells Fargo FiNet - Jonathan Groberg Clear Pointe Wealth Management
Led advisory team in joining LPL's platforms.
Records show Praxis Financial Partners' $1.1B team joined LPL from Wells Fargo FiNet - Ron Hunt Clear Pointe Wealth Management
Led advisory team in joining LPL's platforms.
Records show Praxis Financial Partners' $1.1B team joined LPL from Wells Fargo FiNet - Pat McHugh Constellation Wealth
Cited BakerAvenue's organic growth and said focus is long-term capital.
Constellation Wealth Capital takes minority stake in BakerAvenue, a $6.3B RIA - Simon Baker
Said Constellation shares the firm's values and vision.
Constellation Wealth Capital takes minority stake in BakerAvenue, a $6.3B RIA - Tom Ngo
Said clients will keep working with the same team and philosophy.
Constellation Wealth Capital takes minority stake in BakerAvenue, a $6.3B RIA - Bernie Sanders
Enlisted as ally by union campaign behind Proposition 40.
Dave Regan's union enters final four weeks of California billionaire-tax campaign - Dave Regan
Frames Proposition 40 as only way to cover federal healthcare cuts.
Dave Regan's union enters final four weeks of California billionaire-tax campaign - Gavin Newsom
Has come out against Proposition 40's one-time billionaire tax.
Dave Regan's union enters final four weeks of California billionaire-tax campaign - Sergey Brin
Put more than $100 million into campaign fighting Proposition 40.
Dave Regan's union enters final four weeks of California billionaire-tax campaign - Xavier Becerra
Came out against Proposition 40; called Newsom's likely successor.
Dave Regan's union enters final four weeks of California billionaire-tax campaign - Anne Trinh Family Wealth Counseling
Presented transaction as proactive decision about business and serving clients.
Bluespring folds Family Wealth Counseling into KDI Wealth Management, lifting combined assets past $1 billion - Carrie Dick
Said combining teams deepens succession, exit and legacy planning work.
Bluespring folds Family Wealth Counseling into KDI Wealth Management, lifting combined assets past $1 billion - James Shelton
conditions a Dallas County lawsuit says made him vulnerable to exploitation
FINRA bars Houston advisor Robert Wayne Thompson over withheld documents in $2.3 million client suit - Robert Wayne Thompson
accuses Houston advisor Robert Wayne Thompson of taking more than $2.3 million from Shelton
FINRA bars Houston advisor Robert Wayne Thompson over withheld documents in $2.3 million client suit - Brian D. Price Mesirow
Called the hire an important step in building an investment platform
Mesirow hires Paul Arnold to lead investment solutions - Paul Arnold
Mesirow Wealth Management has hired Paul Arnold, formerly global head of multi-asset research
Mesirow hires Paul Arnold to lead investment solutions - Benno Klingenberg-Timm
Appointed to run Abu Dhabi office; cites Singapore and client-facing start.
Capital Group secures Abu Dhabi FSRA licence to manage and distribute
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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.
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