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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- H.E. Ahmed Jasim Al Zaabi ADGM
Called ADGM licence a reflection of centre's regional position.
Capital Group secures Abu Dhabi FSRA licence to manage and distribute - Mike Gitlin Capital Group
Called Middle East strategically important to firm and its clients.
Capital Group secures Abu Dhabi FSRA licence to manage and distribute - Michael Nelskyla Save
Warned securities are not FDIC-insured and carry a zero return floor
Schwab opens its RIA marketplace to Save Technologies, a cash startup advertising 7.5% - Sean O'Hara Pacer
Said his firm moved operating cash into Save and invested directly
Schwab opens its RIA marketplace to Save Technologies, a cash startup advertising 7.5% - Jaime Magyera BlackRock
Said women are a leading indicator of where investor expectations are headed
BlackRock study finds advisors rank growth eighth for women who rank it first - David Fortunato Wealthfront Corporation
Says client incentives are a proven success behind adoption gain
Wealthfront reports a third straight month of positive cash net deposits - Charles Dobben
Recruited by LPL with two peers; team reported about $170M.
LPL Financial to report third-quarter earnings after market close Oct. 27 - Harrison Kennard
Recruited by LPL with two peers; team reported about $170M.
LPL Financial to report third-quarter earnings after market close Oct. 27 - Justin Pandy
Recruited by LPL with two peers; team reported about $170M.
LPL Financial to report third-quarter earnings after market close Oct. 27 - Eric Satz Alto
Says the deal brings alternative assets into the financial mainstream
Alto to buy Forge Trust from Schwab, pooling $20 billion in retirement assets - Ovi Vitas Creative Planning
Hired to build brand and marketing organization at $780 billion RIA
Creative Planning hires Ovi Vitas as chief marketing officer - Aly Kassim-Lakha
Said the firm would provide resources to build on Cullen's foundation.
Aspen Standard Wealth buys Cullen Investment Group, its fourth deal of 2026 - Stephen Nickel
Described the outcome as a partnership that would build upon the firm's legacy.
Aspen Standard Wealth buys Cullen Investment Group, its fourth deal of 2026 - Sarah Levy Betterment
Says Betterment's custody platform fits RIAs of every size
Fidelity sets $100 million custody minimum; Betterment waives fees through 2028 - Luke Flemmer MSCI
Says private markets lack foundational public-market infrastructure
CUSIP Global Services and MSCI extend identifiers to private companies - Scott Preiss FactSet
Says standardized private-company IDs can aid secondary trading
CUSIP Global Services and MSCI extend identifiers to private companies - Haig Ariyan
Says appointment formalizes the broader role he has executed since day one
Arax names Diego Galan COO, adding operations and M&A to his CFO remit - Jim Worden The Wealth Consulting Group
Says home should not count as investable unless borrowed against and invested.
Advisors rework home-equity plans as 30-year mortgage rate tops 7% - Ryan Botzong
Advises clients with most net worth in a home; plans for less liquid equity.
Advisors rework home-equity plans as 30-year mortgage rate tops 7% - R. Scott Victoria TradePMR
Said publicly TradePMR would take small RIA accounts
Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline - Tim Welsh
Says Schwab has rare chance to land a blow at Fidelity
Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline - Susie Cranston
Framed combination as needed expansion for independent RIA sector
Cresset pursues National Advisors Trust deal to build a $13.1B trust platform - Nick Strain Halbert Hargrove
Spent over a year on a four-annuity plan; says guarantees put clients at ease.
Fee-based annuities are about 1% of premiums as insurers court RIAs - Michael Rose
Says flexibility plus institutional support will help attract advisors.
Cerulli expects 8.6% of US advisors to change firms, putting $3.4 trillion in play - Ben Barasky Vanguard Group
Told advisors to acknowledge emotion then use data over reactions
Vanguard tells advisors to separate election emotion from allocation decisions
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