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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- Jonathan Shaw Pinnacle Asset Management
Joined Pinnacle Asset Management from Truist Investment Services.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Kenneth Levy Modern Wealth Management
Joined Modern Wealth Management from a 4thGEN Wealth team.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Mark Taylor Pinnacle Asset Management
Joined Pinnacle Asset Management from Truist Investment Services.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Shimna Sameer
Moved from Truist Wealth to Truist Consumer Banking.
RBC, Kintra, Pinnacle, Modern add 20 advisors - 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 - Chris Illiano Citizens Private Wealth
Co-managed a $1.2 billion team that joined Citizens Private Wealth
Citizens adds $1.2 billion Newport Beach team from Ameriprise - Matt Webber Citizens Private Wealth
Said Citizens' pitch is a single platform combining wealth and banking
Citizens adds $1.2 billion Newport Beach team from Ameriprise - 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 - William J. Prentice II Prentice Wealth Management
Said relocating clients pushed firm to plan across states and tax jurisdictions
Capital A Management brings tax and Medicare planning in-house - Trey Prescott
Said ASN has 28 RIA launches in 2026 and is in talks with 52 small groups.
ASN has 28 RIA launches in 2026, up from about 23 last year
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