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- Michael Brice BW Cyber Services
Said smaller firms often put AI governance under compliance, which is inadequate
RIA AI maturity tracks governance structure, not tech spend - An-Yen Hu
Named as a related person on Benchmark's $85.5M Form D filing
Benchmark, AP Maverick funds carry 85% of $188.3M sold - Ben Horowitz
Named as related person on ELEAH's zero-sold venture fund filing
Benchmark, AP Maverick funds carry 85% of $188.3M sold - Chetan Puttagunta
Named as a related person on Benchmark's $85.5M Form D filing
Benchmark, AP Maverick funds carry 85% of $188.3M sold - Jack Altman
Named as a related person on Benchmark's $85.5M Form D filing
Benchmark, AP Maverick funds carry 85% of $188.3M sold - Marc Andreessen
Named as related person on ELEAH's zero-sold venture fund filing
Benchmark, AP Maverick funds carry 85% of $188.3M sold - Mark Anson
Named as related person on CF Venture Direct's zero-sold filing
Benchmark, AP Maverick funds carry 85% of $188.3M sold - Peter Fenton
Named as a related person on Benchmark's $85.5M Form D filing
Benchmark, AP Maverick funds carry 85% of $188.3M sold - L. Edward Price Kintra Wealth
Moved to Kintra Wealth with Great Scott Financial Services team.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Ron Kruszewski Stifel Financial Corp.
Said a lower-multiple merger would not lift Stifel's stock multiple
Kruszewski: lower-multiple merger won't lift Stifel's 9x multiple - Drew Parker Anthropic
Made 20-seat Claude minimum explicit; seeks to lower seat count
Anthropic's Claude needs 20 seats, a mismatch for 11,000 Schwab RIAs - Adam Gana
Said replacing counsel can appear as a delay tactic to a judge.
Heppner sentencing adjourned without new date as new counsel takes over - Alexandra Shapiro
Hired as defense attorney; client reportedly plans an appeal.
Heppner sentencing adjourned without new date as new counsel takes over - Bradley Heppner
Convicted in May; sentencing was adjourned without a new date.
Heppner sentencing adjourned without new date as new counsel takes over - Jed Rakoff
Approved removing former counsel after communications breakdown.
Heppner sentencing adjourned without new date as new counsel takes over - Jonathan Bach
Hired as defense attorney; client reportedly plans an appeal.
Heppner sentencing adjourned without new date as new counsel takes over - Mark Uyeda
Remains one of two SEC commissioners who could act alone if other disqualified
SEC quorum change lets lone commissioner act when all others are disqualified - Paul Atkins
Remains one of two SEC commissioners who could act alone if other disqualified
SEC quorum change lets lone commissioner act when all others are disqualified - Kendal Wetzel DPL Financial Partners
Named head of sales strategy and operations at DPL
RBC hires Shawn Bernhard for Texas South; DPL names two - Mark Forman DPL Financial Partners
Named head of experience to oversee member advisor service
RBC hires Shawn Bernhard for Texas South; DPL names two - Shawn Bernhard RBC Wealth Management
Hired by RBC Wealth Management as Texas South complex director
RBC hires Shawn Bernhard for Texas South; DPL names two - Ken Stern Lido Advisors
Said the RIA is open to buying abroad and called international expansion smart
Lido co-CEO floats cross-border wealth deals for $42.5B RIA - Jeff Gonyo
Said sub-$100M RIAs are "not getting picked up anywhere" and dominate the space
Steward CEO says RIA deal volume runs up to 5x tracked totals - Joseph Glick
Said terms surface for large marquee deals but not smaller or succession work
Steward CEO says RIA deal volume runs up to 5x tracked totals - Lauren Clough Bquest
Said platform lets advisors offer aging-care support without specialization
Sanctuary Wealth adds bQuest aging-care tools for partner firms
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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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