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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- Arax Investment Partners
Arax Investment Partners has folded its chief operating officer role into the finance chief's remit
Arax names Diego Galan COO, adding operations and M&A to his CFO remit - Endaoment
Sponsors Altruist DAF accounts as legal owner and customer of record.
Altruist adds donor-advised funds to its platform at 50 basis points - Apex
Said publicly it would take small RIA accounts
Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline - Fidelity Investments
Put sub-$100 million RIA clients on notice; Schwab is ready to take some
Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline - TradePMR
Said publicly it would take small accounts; was surprise of group
Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline - Cresset Capital Management
Is pursuing combination with National Advisors Trust to build trust platform
Cresset pursues National Advisors Trust deal to build a $13.1B trust platform - Halbert Hargrove
reports about $4.2 billion in regulatory assets under management across roughly 4,900 accounts
Fee-based annuities are about 1% of premiums as insurers court RIAs - ISS Market Intelligence
Counts RIA and broker-dealer representative flows over five years.
Cerulli expects 8.6% of US advisors to change firms, putting $3.4 trillion in play - ASB Capital
Launched a private-financing fund with StepStone
Morningstar finds 55% of advisors plan no private-markets additions as supply builds - ASB StepStone Private Financing Fund
New private-financing fund launched by ASB Capital and StepStone
Morningstar finds 55% of advisors plan no private-markets additions as supply builds - Stepstone
Co-launched ASB StepStone Private Financing Fund with ASB Capital
Morningstar finds 55% of advisors plan no private-markets additions as supply builds - Northern Trust Wealth Management
Hired two senior private bankers from Citi and BNY for Northeast push
Northern Trust hires two private bankers from Citi and BNY in Northeast push - FIS
Named as the release that could loosen outdated recordkeeper tech constraints
Advisors pushing into 401(k) advice face data, coaching and legacy tech hurdles - Montana Wealth Management
The pair operate as Montana Wealth Management from offices in Great Falls and Bozeman
Merrill hires Morgan Stanley and Wells Fargo teams managing $770 million - American Land Title Association
Its study found nearly six in ten title firms reported AI impersonation.
Real estate fraud losses reach $275.1 million; twelve states now have deed-theft laws - EquityProtect
Its quarterly scorecard counts twelve deed-theft statutes, up from seven.
Real estate fraud losses reach $275.1 million; twelve states now have deed-theft laws - KeyBank
Named Mike Keane as COO of Key Wealth effective October 1, 2026.
KeyBank names Mike Keane COO of Key Wealth as Joe Calabrese retires - Key Wealth
KeyBank has named Mike Keane chief operating officer of Key Wealth
KeyBank names Mike Keane COO of Key Wealth as Joe Calabrese retires - Wilmington Trust
Supplied top executives to two wealth businesses within two months.
KeyBank names Mike Keane COO of Key Wealth as Joe Calabrese retires - Baird Strategas
Named as a destination on the October 4 advisor-move tape
Cetera Planning Partners adds advisors from The Retirement Planning Group as recruiting outruns deals - Concurrent Investment Advisors
Announced first platform purchase and a $3B–$10B annual cadence
Concurrent announces $5.4B Spire purchase and $3B–$10B platform target - DigitalBridge
Closed a $3.1B digital infrastructure transaction with SoftBank
Concurrent announces $5.4B Spire purchase and $3B–$10B platform target - SoftBank
Closed a $3.1B digital infrastructure transaction with DigitalBridge
Concurrent announces $5.4B Spire purchase and $3B–$10B platform target - Wealth Care
Acquired by HB Wealth as a $700M Texas RIA without multi-year cadence
Concurrent announces $5.4B Spire purchase and $3B–$10B platform target
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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.
Descriptions are grounded in the linked article and checked against its supporting text. Affiliations appear only when explicitly stated in that article; they describe the relationship reported at that time. Source credits and incidental references are excluded. Profiles may include reporting from across the Daily Network.
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