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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- 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 - Brian Parker
Said organic growth is what these businesses are ultimately valued on
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 - W. Bruce Holt 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 - David Sisemore Raymond James Financial Services
Becomes interim president of Raymond James Financial Services
Raymond James names Scott Curtis COO effective Oct. 26 - James Costabile
Former LPL advisor added to Osaic with $2.3 billion
Raymond James names Scott Curtis COO effective Oct. 26 - Kirk Bell
Becomes president of the independent contractor division in April 2026
Raymond James names Scott Curtis COO effective Oct. 26 - Scott Curtis
Named chief operating officer effective Oct. 26, 2026
Raymond James names Scott Curtis COO effective Oct. 26 - Steve Raney
Listed for executive changes effective Jan. 1, 2027
Raymond James names Scott Curtis COO effective Oct. 26 - Tarek Helal
Listed for executive changes effective Jan. 1, 2027
Raymond James names Scott Curtis COO effective Oct. 26
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