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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- Brown Advisory Investors 2026 - DRA XII, LLLP
Private equity fund vehicle cited in a $3.5 million Form D filing.
Brown Advisory reports $3.5 million sold in DRA XII private equity fund - PGIM
Rolled out private equity and private credit on LPL platform
Prudential Wealth Advisors builds centralized recruiting unit for 2027 - Prudential Wealth Advisors
Building centralized recruiting unit expected in market in second half 2027
Prudential Wealth Advisors builds centralized recruiting unit for 2027 - Mercer Global Advisors
has completed the rollout of Aspen Investing, its own direct indexing platform
Mercer completes Aspen direct indexing rollout across more than 43,000 accounts - Berkshire Global Advisors
Advised Wealthspire on its acquisition of Atlantic Swiss.
Wealthspire's Ground Control acquires London-based Atlantic Swiss, a $1 billion wealth manager - Fifth Avenue Financial
Will supply Iron Shore investment platform, planning and support infrastructure.
Plunkett and Thomas launch Iron Shore Wealth Strategies in Fifth Avenue Financial tie-up - Iron Shore Wealth Strategies
New wealth management firm launched Oct. 20 for individuals and business owners.
Plunkett and Thomas launch Iron Shore Wealth Strategies in Fifth Avenue Financial tie-up - Alpha Investment Consulting Group
Milwaukee institutional consultant combined with Robertson Stephens
Robertson Stephens combines with Alpha Investment Consulting, passes $10 billion in client assets - Atreides Lookfar Fund LLC
Domestic fund named in Atreides Lookfar Series 4 and 5 Form Ds.
Atreides Lookfar files Form Ds for four series, each reporting $0 sold - Atreides Lookfar LLC
Listed related person on Atreides Lookfar domestic Form Ds.
Atreides Lookfar files Form Ds for four series, each reporting $0 sold - Atreides Lookfar Offshore Fund SPC
Offshore SPC whose Series 4 SP and 5 SP filed Form Ds.
Atreides Lookfar files Form Ds for four series, each reporting $0 sold - Atreides Management LP
Named related person on all four Atreides Lookfar Form Ds.
Atreides Lookfar files Form Ds for four series, each reporting $0 sold - Advisor360°
Surveyed 300 advisors on AI benefits, compliance hurdles and output control.
Boston Consulting Group ranks financial services among most AI-exposed sectors - Boston Consulting Group
Ranked financial services among sectors with greatest current AI exposure.
Boston Consulting Group ranks financial services among most AI-exposed sectors - CircleBlack
Appointed a chief executive, pulling the hire from an affiliated advisory firm.
CircleBlack names Robertson Stephens COO Vikram Chugh as CEO - Nevis
Named enterprise AI platform for Focus; account opening comes first
Focus names Nevis enterprise AI platform, starting with account opening - Stonemere Wealth
Founded by Geist and joined &Partners as its 131st advisor practice
&Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor - FP Kapital
Its acquisition by Jyske Bank was cleared by Danish regulator
Danish regulator clears Jyske Bank's Formuepleje and FP Kapital deals - American Electric Power
Named as party to an announced transaction of undisclosed size
EverWind and Anthropic announce $5.6 billion deal Monday - Apax Partners
Involved in an announced undisclosed transaction with Warburg Pincus and Odido
EverWind and Anthropic announce $5.6 billion deal Monday - Federal Railroad Administration
Closed a $550M deal with North Carolina Department of Transportation
EverWind and Anthropic announce $5.6 billion deal Monday - North Carolina Department of Transportation
Closed a $550M deal with Federal Railroad Administration
EverWind and Anthropic announce $5.6 billion deal Monday - Odido Netherlands Holding B.V.
Involved in an announced undisclosed transaction with Warburg Pincus and Apax
EverWind and Anthropic announce $5.6 billion deal Monday - Warburg Pincus
Announced a transaction with Odido Netherlands and Apax
EverWind and Anthropic announce $5.6 billion deal Monday - X-energy Inc.
Named as party to an announced transaction of undisclosed size
EverWind and Anthropic announce $5.6 billion deal Monday
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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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