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- 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 - Matt Baldwin
Said the tool will never replace advisor-client rapport
Wallace Finance builds AI digital-twin tool for RIA roll-up diligence - Kacy Walker LPL
Moved a $300M practice from Cetera to LPL as an advisor
LPL Financial posts $357M Q3 net income, down from $379M in Q2 - Rich Steinmeier
Said LPL improved organic growth and prepared to onboard Commonwealth
LPL Financial posts $357M Q3 net income, down from $379M in Q2 - Gabe Garcia SEI
Said revenue growth came from markets and share of wallet with existing clients
81% of advisors surveyed at SEI summit are more optimistic on organic growth than in 2025 - Linda A. Patel
Hired to lead Southeast territory and oversee about 80 advisors.
J.P. Morgan Advisors hires ex-Merrill's Patel for 80-advisor Southeast - Mollie Colavita J.P. Morgan Advisors
Heads J.P. Morgan Advisors; new Southeast leader reports to her.
J.P. Morgan Advisors hires ex-Merrill's Patel for 80-advisor Southeast - Brian Whalen
Named owner of the $1.1B team leaving Raymond James for an RIA.
Stribling-Whalen team with $1.1B leaves Raymond James for RIA - Christa Griffin
Listed among the seven-person team leaving Raymond James for an RIA.
Stribling-Whalen team with $1.1B leaves Raymond James for RIA - Cindy Casey
Listed among the seven-person team leaving Raymond James for an RIA.
Stribling-Whalen team with $1.1B leaves Raymond James for RIA - Jacob Beauchamp
Listed among the seven-person team leaving Raymond James for an RIA.
Stribling-Whalen team with $1.1B leaves Raymond James for RIA - Kayleigh Dell
Listed among the seven-person team leaving Raymond James for an RIA.
Stribling-Whalen team with $1.1B leaves Raymond James for RIA - Lauren Tuttle
Listed among the seven-person team leaving Raymond James for an RIA.
Stribling-Whalen team with $1.1B leaves Raymond James for RIA - Warren Stribling
Named founder of the $1.1B team leaving Raymond James for an RIA.
Stribling-Whalen team with $1.1B leaves Raymond James for RIA - Andre Agassi
Speaks Thursday on "The champion mindset: Reinvention, resilience, and purpose."
Schwab IMPACT opens in Boston with more than 6,000 attendees - Hardeep Walia TD Bank US
Left Schwab for TD Bank US as head of U.S. wealth management on Oct. 15.
Schwab IMPACT opens in Boston with more than 6,000 attendees - Jeremy Hansen
Gives closing keynote "Beyond the Horizon" as an Artemis II astronaut.
Schwab IMPACT opens in Boston with more than 6,000 attendees - Victor J. Glover Jr.
Gives closing keynote "Beyond the Horizon" as an Artemis II astronaut.
Schwab IMPACT opens in Boston with more than 6,000 attendees - Cameron Sheets
Moved from J.P. Morgan as one of nine Houston team members
Rockefeller adds J.P. Morgan team in Houston - Chris Sheets Rockefeller Global Family Office
Led Houston advisory team hired by Rockefeller from J.P. Morgan
Rockefeller adds J.P. Morgan team in Houston - Forrest Green Rockefeller Global Family Office
Led Houston advisory team hired by Rockefeller from J.P. Morgan
Rockefeller adds J.P. Morgan team in Houston - Hayden Kerns
Named a vice president and private advisor on Houston team
Rockefeller adds J.P. Morgan team in Houston - Karoline Humphries
Named team chief operating officer for Houston advisory group
Rockefeller adds J.P. Morgan team in Houston - McKenna Whitney
Named client associate and analyst on Houston advisory team
Rockefeller adds J.P. Morgan team in Houston
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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.
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