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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- Citizens Private Wealth
Added $3.28B in client assets by lifting three advisor teams
Citizens Private Wealth adds $3.28 billion via three liftouts - Raymond James Financial
Reported record fiscal 2026 net revenue of $15.79 billion, up 12%.
Raymond James posts record fiscal 2026 net revenue of $15.79 billion - Cerulli Associates
Research found tax planning is the most outsourced service by HNW practices
High-net-worth practices outsource tax planning most, at 55% - WisdomTree
Forms strategic relationship for co-branded model portfolios via Quorus.
Vestmark and Allspring build tax-aware model portfolios - Ameriprise Financial
Reported $1.25 trillion in client assets and $3.1B client net flows
Recruiting scoreboard: client assets at public wealth firms in September 2026 - Stifel
Reported $576.5 billion in client assets, down 1.9% from a month earlier
Recruiting scoreboard: client assets at public wealth firms in September 2026 - Janney Montgomery Scott
Gained a five-person Houston team managing $3.5 billion in client assets.
Janney adds $3.5B Houston team from Raymond James - ECHELON Partners
Counted 125 Q3 RIA deals and expects over 500 in 2026.
PE-backed buyers' share of RIA deals slips to 73.6% in Q3 - Commonwealth
LPL advanced its preparation to onboard the firm
LPL Financial posts $357M Q3 net income, down from $379M in Q2 - J.P. Morgan Advisors
Hired Linda A. Patel to lead its Southeast territory.
J.P. Morgan Advisors hires ex-Merrill's Patel for 80-advisor Southeast - Raymond James Financial Services
Losing the $1.1B advisor team to an independent Fidelity RIA.
Stribling-Whalen team with $1.1B leaves Raymond James for RIA - Midwest Financial Group
Five-person team with $450M in client assets left Commonwealth for Osaic.
Osaic president says recruiting turned 'very, very fierce' - Cerulli
Found 15% of independent RIAs use commissionable insurance products
Insurers rank IBDs above RIAs for annuity growth - EMXC
Emerging markets ex-China fund drew $1.44B in latest week
iShares funds take in $9.8 billion as SOXX alone adds $5.3 billion - IGV
Software ETF lost $1.07B while sector category drew money
iShares funds take in $9.8 billion as SOXX alone adds $5.3 billion - LQD
Corporate bond fund drew $1.30B, outweighing HYG's outflow
iShares funds take in $9.8 billion as SOXX alone adds $5.3 billion - ACORE Capital
Launched advisor-focused real estate investment platform
19 RIA deals in a week as Mariner seeks $150 million in debt - Altruist
Vanguard's agreement to acquire Altruist matters less for custody than for the bar it sets for human advice
19 RIA deals in a week as Mariner seeks $150 million in debt - Atlantic Swiss
Acquired by Ground Control; has over $1 billion in assets
19 RIA deals in a week as Mariner seeks $150 million in debt - Cetera
Lost an advisor who launched Kinetic Wealth with a $300M book
19 RIA deals in a week as Mariner seeks $150 million in debt - Crescent Private Lending Evergreen Fund (Luxembourg) SCSp
Filed a private lending evergreen fund offering at undisclosed amount
19 RIA deals in a week as Mariner seeks $150 million in debt - FINNY AI
Charges $50 monthly and takes an unstated share of assets advisors win
Claude asks RIAs for 20 seats and a $4,800 minimum - iShares Core S&P 500 ETF
Took in $2.8 billion in reported weekly net flows
19 RIA deals in a week as Mariner seeks $150 million in debt - iShares National Muni Bond ETF
Took in $2.3 billion in reported weekly net flows
19 RIA deals in a week as Mariner seeks $150 million in debt - iShares Russell 2000 ETF
Lost $2.4 billion in reported weekly net outflows
19 RIA deals in a week as Mariner seeks $150 million in debt
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