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- Carolyn Armitage Wealth Management Consulting
Served as Pacific Sage's fiduciary adviser on the CAPTRUST deal.
CAPTRUST buys $1.1B Washington RIA Pacific Sage Partners - Colin Gray Pacific Sage Partners
Named financial advisor on Pacific Sage's team joining CAPTRUST.
CAPTRUST buys $1.1B Washington RIA Pacific Sage Partners - James McBarron Pacific Sage Partners
Named financial advisor on Pacific Sage's team joining CAPTRUST.
CAPTRUST buys $1.1B Washington RIA Pacific Sage Partners - John Orsini MarshBerry
Estimated four CAPTRUST deal assets at about $8.28 billion.
CAPTRUST buys $1.1B Washington RIA Pacific Sage Partners - Mark Anderson Pacific Sage Partners
Founded Pacific Sage and praised CAPTRUST's operational support.
CAPTRUST buys $1.1B Washington RIA Pacific Sage Partners - William Cantus Pacific Sage Partners
Named president on Pacific Sage's team moving to CAPTRUST.
CAPTRUST buys $1.1B Washington RIA Pacific Sage Partners - Paul Shoukry
Credited record results to advisor retention and recruiting.
Raymond James posts record fiscal 2026 net revenue of $15.79 billion - Dhruv Nagrath TCW Group
Said TPAY is TCW's first asset-backed fund with pure-play exposure
TCW's TPAY asset-backed fund nears $600 million in AUM - Ethan Veselic
Moved with the Krawec team to its Raymond James practice
Raymond James lands $460M father-son team from Wells Fargo - Jordan Krawec Raymond James
Joined Raymond James from Wells Fargo with his father
Raymond James lands $460M father-son team from Wells Fargo - Matt Griggs LPL Financial
Moved his practice from Edward Jones to LPL Financial
Raymond James lands $460M father-son team from Wells Fargo - Natalie Sutcliffe
Moved with the Krawecs to their Raymond James practice
Raymond James lands $460M father-son team from Wells Fargo - Ted Krawec Raymond James
Recruited from Wells Fargo to Raymond James with his son
Raymond James lands $460M father-son team from Wells Fargo - Chayce Horton Cerulli Associates
Said scale sets build-or-buy; smaller firms should partner
High-net-worth practices outsource tax planning most, at 55% - Brock Sutton Capital Group
Told InvestmentNews advisors should rank AI use cases and name an owner
Capital Group: 13% of advisors use AI beyond basics - Bill Cashel
Said alternatives sales team grew to 13 from six since March
T. Rowe Price plans 15 alts salespeople for advisors by year-end - Rob Battista Vestmark
advisors can maintain their investment approach while we help manage the trading
Vestmark and Allspring build tax-aware model portfolios - Edward Tedeschi Pave
Said the partnership lets Pave reach more firms and advisors with its software
BetaNXT to add Pave Finance portfolio software - Tim Rutka BetaNXT
Said tie-up expands BetaNXT clients' access to customized investment tools
BetaNXT to add Pave Finance portfolio software - Josh Bronfman
Hired as managing director of M&A and investments.
Accelerated Wealth Partners hires Focus veteran Josh Bronfman to lead M&A - Conor Curtis PractiFi
Said to define trigger, owner and approval steps before automating.
Concurrent, Practifi and Vanilla urge agentic AI for routine work - Gene Farrell Vanilla
firms should aim for proactive AI, and called fully autonomous agents a separate conversation for fiduciaries
Concurrent, Practifi and Vanilla urge agentic AI for routine work - Joe McQuaid Concurrent
Urged firms to automate repeatable, rules-based workflows first.
Concurrent, Practifi and Vanilla urge agentic AI for routine work - Jim Edwards
Led the five-person Houston team that moved to Janney with $3.5B.
Janney adds $3.5B Houston team from Raymond James - Lauren Perrotta Capital A Management
Said clients face decisions well beyond investments
Capital A Management brings tax and Medicare planning in-house
How the tracker works
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.
New articles and corrections are processed throughout the day. Mentions appear after processing; ambiguous identities and unsupported affiliations are omitted.