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- xETFs Samsung Group ETF (SMNG)
One of three ETFs added by Listed Funds Trust.
ETF launches fall to eight in week to Oct. 27, an eight-week low - Accelerated Wealth Partners
Hired Josh Bronfman after a $200 million J.C. Flowers commitment.
Accelerated Wealth Partners hires Focus veteran Josh Bronfman to lead M&A - J.C. Flowers & Co.
Made a $200 million capital commitment before Bronfman's hire.
Accelerated Wealth Partners hires Focus veteran Josh Bronfman to lead M&A - PractiFi
Its product head advised defining triggers and approvals before automating.
Concurrent, Practifi and Vanilla urge agentic AI for routine work - Vanilla
Vanilla CEO Gene Farrell said firms should aim for proactive AI
Concurrent, Practifi and Vanilla urge agentic AI for routine work - The Edward Fitzpatrick Group
Five-person Houston advisor team managing $3.5 billion moved to Janney.
Janney adds $3.5B Houston team from Raymond James - Capital A Management
Brought tax, tax preparation and Medicare planning in-house
Capital A Management brings tax and Medicare planning in-house - Prentice Wealth Management
Relocating clients pushed it to plan across states and tax jurisdictions
Capital A Management brings tax and Medicare planning in-house - CFP Board
Partnered with Schwab to host the first National RIA Day.
Schwab sets Feb. 17, 2027 for first National RIA Day - Foundation for Financial Planning
Partnered with Schwab to host the first National RIA Day.
Schwab sets Feb. 17, 2027 for first National RIA Day - Investment Adviser Association
Partnered with Schwab to host the first National RIA Day.
Schwab sets Feb. 17, 2027 for first National RIA Day - Wallace Finance
Building enterprise Understudy tool to vet RIA acquisition targets
Wallace Finance builds AI digital-twin tool for RIA roll-up diligence - SEI
Hosted summit whose advisors were polled on organic-growth optimism
81% of advisors surveyed at SEI summit are more optimistic on organic growth than in 2025 - The Ensemble Practice
Published 2026 study finding industry organic growth near decade low
81% of advisors surveyed at SEI summit are more optimistic on organic growth than in 2025 - Broadcom
Organized a $63 billion loan for Anthropic TPU purchases
Anthropic adds six connectors to Claude for Financial Advisors - CAIS
Connector expands CAISey private-markets access inside Claude
Anthropic adds six connectors to Claude for Financial Advisors - Conquest
Connector gives advisors live financial intelligence inside Claude
Anthropic adds six connectors to Claude for Financial Advisors - Invesco
Named among six connectors added to Claude for Financial Advisors
Anthropic adds six connectors to Claude for Financial Advisors - Jump
Named among six connectors added to Claude for Financial Advisors
Anthropic adds six connectors to Claude for Financial Advisors - MSCI
Named among six connectors added to Claude for Financial Advisors
Anthropic adds six connectors to Claude for Financial Advisors - Stribling-Whalen Financial Group
Leaving Raymond James to become an independent Fidelity-custodied RIA.
Stribling-Whalen team with $1.1B leaves Raymond James for RIA - TD Bank US
Destination for Hardeep Walia's move to head U.S. wealth management on Oct. 15.
Schwab IMPACT opens in Boston with more than 6,000 attendees - 8VC
Reported no sales for its $30.4 million venture fund.
Four CGF series sell $1.6 million; iCapital, 8VC report zero - 8VC COSC, LLC
A $30.4 million venture fund that reported no sales.
Four CGF series sell $1.6 million; iCapital, 8VC report zero - AGI Investors II - iCapital Access Fund, L.P.
Private equity fund with undisclosed offering amount and no sales.
Four CGF series sell $1.6 million; iCapital, 8VC report zero
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