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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- 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 - Nick Routzahn
Named a vice president and private advisor on Houston team
Rockefeller adds J.P. Morgan team in Houston - T. Scott Holstead
Stayed at J.P. Morgan as nine other Houston team members moved
Rockefeller adds J.P. Morgan team in Houston - Andrew Mount Eversheds Sutherland
Said the text borrows nearly word for word from the Marketing Rule.
SEC approves fourth projections exception to FINRA Rule 2210 - Brandon Masbruch
Left Commonwealth for Osaic with a five-person team and $450M in assets.
Osaic president says recruiting turned 'very, very fierce' - John Boyle Osaic
Moved with a three-person team and $576M in client assets to Osaic.
Osaic president says recruiting turned 'very, very fierce' - Matt Cuplin
Left Commonwealth for Osaic with a five-person team and $450M in assets.
Osaic president says recruiting turned 'very, very fierce' - Daryl Seaton
Sowell's advisors gain an in-house investment bench for client work and more capacity to win and retain…
Sowell Management promotes Scott Dooley to CIO - Scott Dooley Sowell Management
Promoted to chief investment officer to run a new Office of the CIO.
Sowell Management promotes Scott Dooley to CIO - Andrew Page
Said cost of capital is the biggest swing factor in valuations
19 RIA deals in a week as Mariner seeks $150 million in debt - Andrew Lerner
His Atlantic Group brought $1.6B from Oppenheimer to Ameriprise.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Caitlin Alcon
Her three-person Pueblo team brought $1.4B from Morgan Stanley to UBS.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Christopher P. Van Slyke
Will not join Beacon Pointe and is pursuing other projects
The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets - David Emma Hightower Naples
Leads a $1.1B Florida practice being moved under Bahnsen by year-end.
Busiest RIA buyers average $679 million a deal, below the median - James A. Costabile
Listed as lead name of a 22-person team in an Osaic move.
ICG next, a $2.3B New Jersey firm, moves from LPL to Osaic - Jeff Cullman Ascend Advisory Group
Moved seven-person team and $1.3B from UBS to Ascend Advisory Group.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Larry Restieri Hightower
Expects the firm to create additional integration hubs
The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets - Mark Masterson Hightower Naples
Co-leads the same $1.1B Florida practice moving under Bahnsen.
Busiest RIA buyers average $679 million a deal, below the median - Michael Mock Criterion
Named president in Sammons' Criterion holding-company structure
RIA sale prices depend on client retention and deal structure - Nate Lenz Concurrent
Said firm expects to keep buying in the $3B to $10B range after Spire
Hightower announced three RIA deals and closed none in 90 days - Pasha Azad
His four-person Los Angeles team brought $1.4B from Bernstein to UBS.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Ritik Malhotra Savvy Advisors
they do have a lot of complaints about their custodian," said Ritik Malhotra, Savvy's CEO
Why custodians guard the sweep yield as clients buy Treasury ETFs - Salvatore "Sam" Mineo
Left UBS to launch a $750 million advisory firm
The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets
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