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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- Diamond Consultants
Diamond Consultants' first-half transition report counted 1,449 experienced-advisor departures
UBS loses 34 advisors as two executives head to &Partners - Carlyle
Is taking a minority stake in Prime Capital Financial.
Carlyle takes a minority stake in Prime Capital Financial, where 170 advisors own equity - Wells Fargo Advisors FiNet
Recorded 11-advisor team liftout from Ameriprise on Oct. 12.
Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise - Foran Financial Group
Acquired by Carson Group from LPL as $410 million RIA
Mercer Advisors closes $1.9B refinancing led by Goldman Sachs - Arax
Promoted Diego Galan to COO and partnered with KingsRock
Innovayte names former Apex COO Fritz Louis-Charles chief operating officer - KingsRock Advisors
Partners with Arax to provide capital raising and advisory
Innovayte names former Apex COO Fritz Louis-Charles chief operating officer - Bluespring Wealth Partners
Folded Family Wealth Counseling into KDI Wealth Management, past $1 billion
Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets - Constellation Wealth Capital
Took a minority stake in BakerAvenue, a $6.3 billion RIA, capital undisclosed
Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets - Family Wealth Counseling
Folded into KDI Wealth Management by Bluespring Wealth Partners
Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets - KDI Wealth Management
Received Family Wealth Counseling as Bluespring folded it in, assets past $1B
Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets - Blue Owl Credit Income Corp.
Saw Q3 redemption demand ease to 16.8% of shares
Blue Owl tech fund draws redemption requests for 39% of shares - Blue Owl Technology Income Corp.
Reported Q3 redemption requests equal to 39% of shares
Blue Owl tech fund draws redemption requests for 39% of shares - 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 - Morningstar
Survey of 501 advisors found 40% offer private investments
Morningstar finds 55% of advisors plan no private-markets additions as supply builds - 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 - Harrison Street
Agreed to buy majority of Vicinity Energy at $2.92B enterprise value
Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed - Brighton Jones
Logged 69 events in the trailing 30-day wealth-industry firm ranking
OpenArc Corporate Advisory tops 30-day tally, ahead of UBS - Antin Infrastructure Partners
Selling a majority of Vicinity Energy to Harrison Street
DigitalBridge and SoftBank close $3.1 billion deal - Global Value SICAV
European fund split into two portfolios after earlier withdrawal cap
Blue Owl caps two funds at 5% as a 39% redemption queue builds - Partners Group
Restructured Global Value SICAV after capping withdrawals earlier this year
Blue Owl caps two funds at 5% as a 39% redemption queue builds - Piedmont Wealth Partners
Recruited by Rockefeller from Truist in Charlotte
Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027 - Uniting Wealth Partners
Dana Cornell joined its Olean, New York office from Morgan Stanley
Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027 - Winthrop & Co.
Compiled analysis of 38 $1B-plus advisor team moves
Non-wirehouse employee firms won 15 of 38 $1B-plus team moves
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