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- Shimna Sameer
Moved from Truist Wealth to Truist Consumer Banking.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Clark Abbott
Cited employee ownership and planning-first approach as reasons for joining.
Kintra Wealth adds Scott Seymour's $355M Great Scott practice - Robert Hartinger
Previously at RHA Wealth; joined CAPTRUST with Abbott and colleagues.
Kintra Wealth adds Scott Seymour's $355M Great Scott practice - John Thiel
Founded Indivisible Partners, which recruited a $1.1B team.
LPL Financial adds $5.4 billion in advisor teams - Scott Gilliam
Co-founded the Align Private Wealth practice that moved from PNC Private Bank.
LPL Financial adds $5.4 billion in advisor teams - Travis Blessing
Co-founded the Align Private Wealth practice that moved from PNC Private Bank.
LPL Financial adds $5.4 billion in advisor teams - Kristie Edling-Day SEI
Recruited by SEI from LPL Financial in tracked advisor move
SEI hires Kristie Edling-Day from LPL Financial - Matt Humphrey Carson Group
Hired by Carson Group from United Bank in tracked advisor move
SEI hires Kristie Edling-Day from LPL Financial - Lester Ernest
Brought $200M in client assets to Wells Fargo from Truist
Wells Fargo adds $900 million in three recruiting moves - Chris Hoge
Said equity stake is part of Captrust's Truist team deal
Merrill adds a $1.2 billion UBS team in Santa Fe - John Vazquez
Led the Santa Fe team that produced about $4.7 million in revenue
Merrill adds a $1.2 billion UBS team in Santa Fe - Manuel Monasterio
Co-led the Santa Fe team producing about $4.7 million in revenue
Merrill adds a $1.2 billion UBS team in Santa Fe - Kenneth "Ken" Montal Raymond James & Associates
Joined Raymond James & Associates from UBS with Peter Q. Morris
$3.3B Raymond James team joins Janney in Houston - Maura Griffin
Founder and CEO of acquired Blue Spark joins Apella as partner
Apella acquires $261M Blue Spark; Waverly acquires $151M MCS Family Wealth Advisors - Frank Amigo Janney
Said Texas offers opportunity and the group gives a strong Houston foundation
Janney opens Houston office with $3.5B Raymond James team - Alan Moore XYPN
Credits Hockett with guiding XYPN through extraordinary growth
XYPN opens president search as Vince Hockett plans spring 2027 retirement - Andrew Mescon
Said Cross's focus on business owners and mentoring will aid continued growth.
Former UBS leaders Glassel and Fox to join &Partners; Ballast Rock hires Deann Cross - David Kowach
Co-founder of &Partners who welcomed Glassel and Fox to the executive team.
Former UBS leaders Glassel and Fox to join &Partners; Ballast Rock hires Deann Cross - Jason Stephens Evertern Wealth
Says clients split their year among Florida, the Northeast or Midwest, and abroad.
Evertern Wealth sends partners to multi-state families - Gabriel Rodriguez
Hired to run advisor technology, platform integration and AI
Choreo hires ex-LPL ClientWorks chief Gabriel Rodriguez as CTO - Cade Mossman Prince Financial Services
run the practice with Cade Mossman, Conner Gehring and David DeYoung
LPL adds $1B Seattle team from Northwestern Mutual; Raymond James recruits $350M Georgia practice - Conner Gehring Prince Financial Services
run the practice with Cade Mossman, Conner Gehring and David DeYoung
LPL adds $1B Seattle team from Northwestern Mutual; Raymond James recruits $350M Georgia practice - David DeYoung Prince Financial Services
run the practice with Cade Mossman, Conner Gehring and David DeYoung
LPL adds $1B Seattle team from Northwestern Mutual; Raymond James recruits $350M Georgia practice - Julie Fox
Will join &Partners as equity partner after UBS notice period
UBS loses 34 advisors as two executives head to &Partners - Naureen Hassan UBS
Joined UBS from Charles Schwab in early October; role not identified
UBS loses 34 advisors as two executives head to &Partners
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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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