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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- Raymond Nepa RBC Wealth Management
Joined RBC Wealth Management with a five-advisor team from UBS.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Scott Seymour Kintra Wealth
Moved to Kintra Wealth with Great Scott Financial Services team.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Paul Atkins
Remains one of two SEC commissioners who could act alone if other disqualified
SEC quorum change lets lone commissioner act when all others are disqualified - Deann Cross
Brought on to build Ballast Rock Private Wealth's multigenerational offering
&Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor - Beth Rosenwald
Named advisor moving to Indivisible Partners from RBC Wealth Management.
LPL Financial adds $5.4 billion in advisor teams - Dave Burnett
Leads a five-person advisor group that moved to LPL Financial.
LPL Financial adds $5.4 billion in advisor teams - Julie Prince
Leads a five-person advisor group that moved to LPL Financial.
LPL Financial adds $5.4 billion in advisor teams - Mark Southwell
Brought $300M in client assets to Wells Fargo from Raymond James
Wells Fargo adds $900 million in three recruiting moves - Peter Q. Morris
Brought $245M in client assets from UBS to Raymond James
Wells Fargo adds $900 million in three recruiting moves - Allison Spinelli
Listed among five advisors in the Houston liftout to Janney
$3.3B Raymond James team joins Janney in Houston - Christin Simon
Listed among five advisors in the Houston liftout to Janney
$3.3B Raymond James team joins Janney in Houston - Lance Murphy
Listed among five Houston advisors; oversaw over $200M at Raymond James
$3.3B Raymond James team joins Janney in Houston - Sean Fitzpatrick
Listed among five advisors in the Houston liftout to Janney
$3.3B Raymond James team joins Janney in Houston - Alan Moore XYPN
Credits Hockett with guiding XYPN through extraordinary growth
XYPN opens president search as Vince Hockett plans spring 2027 retirement - Mara Glassel
Will join &Partners as equity partner and co-lead ultra-high-net-worth business.
Former UBS leaders Glassel and Fox to join &Partners; Ballast Rock hires Deann Cross - Ainslee Simmonds
Departs as head of RIA custody unit as other changes follow
Adam Vos takes over BNY Pershing's RIA custody unit as Wove is withdrawn - Cynthia Doussard
Was recruited by Cetera with about $235 million in administered assets.
Ascentis Independent Advisors adds four practices with $1 billion - Cecil Loyd Praxis Financial Partners
Part of reported $1.1B practice move to LPL Financial.
Records show Praxis Financial Partners' $1.1B team joined LPL from Wells Fargo FiNet - Jay Gentry Praxis Financial Partners
Part of reported $1.1B practice move to LPL Financial.
Records show Praxis Financial Partners' $1.1B team joined LPL from Wells Fargo FiNet - Matt Dion Praxis Financial Partners
Part of reported $1.1B practice move to LPL Financial.
Records show Praxis Financial Partners' $1.1B team joined LPL from Wells Fargo FiNet - Scott Christian Praxis Financial Partners
Part of reported $1.1B practice move to LPL Financial.
Records show Praxis Financial Partners' $1.1B team joined LPL from Wells Fargo FiNet - Jason Wenk
Said giving is personal and the launch should ease account navigation.
Altruist adds donor-advised funds to its platform at 50 basis points - Beata Kirr Northern Trust
Named investment chief for Northern Trust's global family office unit
Northern Trust hires two private bankers from Citi and BNY in Northeast push - Candice Nakagawa Northern Trust
Named Family Office Solutions managing director for the West Region
Northern Trust hires two private bankers from Citi and BNY in Northeast push - Brad Dinsmore
Says Cornerstone sought buyer preserving approach and adding resources
Cerity Partners absorbs Cornerstone Capital and Echo Wealth Management, adding $1.7 billion and a Minneapolis foothold
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