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- 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 - Rachel Aguirre Vanguard Group
Told advisors to expect a post-election client rush for portfolio changes
Vanguard tells advisors to separate election emotion from allocation decisions - Andrew Borner Northern Trust Wealth Management
Hired from BNY as a senior managing director in Greenwich
Northern Trust hires two private bankers from Citi and BNY in Northeast push - 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 - Beth Emswiler Northern Trust Wealth Management
Hired from Citi Private Bank as a senior managing director in New York
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 - Dave Fox Northern Trust
Chief financial officer slated to retire after Q1 2027; search underway
Northern Trust hires two private bankers from Citi and BNY in Northeast push - Gloria Fieldcamp Northern Trust
Added to Northern Trust's Family Office Solutions team in New York in August
Northern Trust hires two private bankers from Citi and BNY in Northeast push - James Le Rose Northern Trust
Added to Northern Trust's Family Office Solutions team in New York in August
Northern Trust hires two private bankers from Citi and BNY in Northeast push - Katie Nixon
Said the new hires will bring Northern Trust's full breadth to more clients
Northern Trust hires two private bankers from Citi and BNY in Northeast push - Arlis Ortman Raymond James
Left LPL Financial with Pahut to join Raymond James's independent channel.
Merrill hires Morgan Stanley and Wells Fargo teams managing $770 million - Bryan Collins UBS
Said Ferguson has dedicated her career to clients and community.
Merrill hires Morgan Stanley and Wells Fargo teams managing $770 million - Douglas Badstein Merrill
Joined Merrill in New York alongside the $530M Morgan Stanley team.
Merrill hires Morgan Stanley and Wells Fargo teams managing $770 million
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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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