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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- Eric Godes FP Transitions
Predicted RIA M&A could reach an all-time high in 2026.
FP Transitions says RIA M&A could set a record in 2026 - Joe Kilner Apella Wealth
Joins as partner and senior wealth advisor after the acquisition
Apella buys $332M-AUM Kilner Capital, its 31st deal - Mariah Quish Sequoia Financial Group
Joins Sequoia's Sentinel Family Office team after the acquisition
Apella buys $332M-AUM Kilner Capital, its 31st deal - Hrishi Dixit Advisor360
Hired as CTO to lead AI-native advisor product development
Advisor360 names Dixit CTO as Dispatch hires Hightower's ex-COO - Patrick Dunne
Named head of wealth and asset management at Dispatch
Advisor360 names Dixit CTO as Dispatch hires Hightower's ex-COO - Russ Hughey Advisor360
Hired as VP of customer success after senior client roles
Advisor360 names Dixit CTO as Dispatch hires Hightower's ex-COO - Andrew Blake Cerulli
Said external-sale successor searches can take about five years
29% of retiring advisors lack a succession plan - Stephen Caruso Cerulli
said many larger RIAs have built equity plans while smaller and mid-sized firms struggle
29% of retiring advisors lack a succession plan - Joseph Kilner Apella Wealth
Joseph Kilner's three-person team, which joined Apella Wealth with a reported $332 million book
Truist, U.S. Bank and PNC lost four large advisor teams in four weeks - Suzanne Schmitt
Co-founded Healthspan Wealth after leading Fidelity's aging-investor strategy
Healthspan Wealth opens early access to health-event advisor platform - Thomas C. West Signature Estate & Investment Advisors
Co-founded Healthspan Wealth, the startup opening early advisor-platform access
Healthspan Wealth opens early access to health-event advisor platform - Sean W. Fitzpatrick
one of the team's co-leads, began his career at Raymond James in 2002
Janney takes $3.3 billion Houston team from Raymond James - Jim Cracchiolo Ameriprise Financial
Said the firm welcomed more than 250 Huntington advisors this month.
Ameriprise Q3 adjusted EPS rises 14% as assets reach $1.8 trillion - Dan Muzzarelli
Took over RIA distribution Oct. 1; five hires started recently
Franklin Templeton adds five RIA salespeople, taking team to 18 - Freedom Dumlao Vestmark
Said Vestmark clients must keep the same service after the acquisition
Envestnet says no forced Vestmark migrations after deal closes - Sue Burton
Vowed no forced Vestmark client migrations once the acquisition closes
Envestnet says no forced Vestmark migrations after deal closes - Robert Noe Jr. Winthrop
Said more large teams are starting to funnel into independent RIAs
Non-wirehouse employee firms won 15 of 38 $1B-plus team moves - Alex Kaminsky Dynasty Financial Partners
Dynasty Financial Partners hired Alex Kaminsky as chief marketing officer
Dynasty hires CMO as Mercer and AlphaCore fill data and finance posts - Craig Cardwell AlphaCore Wealth Advisory
Appointed to a finance leadership post during a staffing addition.
Dynasty hires CMO as Mercer and AlphaCore fill data and finance posts - Gordy Abel Dynasty Financial Partners
Moves to a newly created brand leadership post, reporting to new CMO.
Dynasty hires CMO as Mercer and AlphaCore fill data and finance posts - Kyle Pounder Mercer Advisors
Appointed to a data leadership post in a staffing addition.
Dynasty hires CMO as Mercer and AlphaCore fill data and finance posts - Anshul Sharma
Said clients ask advisors about private companies they cannot access
Savvy Wealth opens pre-IPO private markets program to advisors - Frank Conner Anchor Financial Partners
Led the team's move to LPL's broker-dealer and RIA platforms
LPL adds $525M Anchor Financial Partners team from Northwestern Mutual - Laura Combs Mercer Advisors
Said industry underestimates women's involvement and tax advice arrives too late.
Over 1 in 4 advised women plan to switch over taxes - Eric Bradley
Part of an $880M team lifted from Citi Private Alternatives
Citizens Private Wealth adds $3.28 billion via three liftouts
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