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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- Shannon Reid Osaic
Calls recruiting "very, very fierce" amid advisor competition
UBS and Ameriprise add retention bonuses as recruiting turns fierce - Jim Atwood
Left JPMorgan with $18.6B to launch Latigo Peak Partners
Busiest RIA buyers average $679 million a deal, below the median - Phil Scott
Left JPMorgan with $18.6B to launch Latigo Peak Partners
Busiest RIA buyers average $679 million a deal, below the median - Jon Beatty Schwab Advisor Services
Said at IMPACT the industry never had a moment to call its own.
Schwab sets Feb. 17, 2027 for first National RIA Day - Jim Gold Steward Partners
Says RIA deal volume may run five times the reported count.
Wealth managers announced 156 RIA deals, closed 50 in 90 days - David Bahnsen
Called the acquisition a perfect first deal for us
Busiest RIA buyers average $679 million a deal, below the median - Russell Price Truing Capital Advisors
led by founding partners Russell Price and Salvatore Mineo
RIA sale prices turn on retention; the structure carries the multiple - Jennifer Susco RBC Wealth Management
Joined RBC Wealth Management from UBS in a five-advisor team move.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Raymond Nepa RBC Wealth Management
Moved from UBS to RBC Wealth Management with the Nepa/Susco team.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Scott Seymour Kintra Wealth
Joined Kintra Wealth from Commonwealth/LPL with Great Scott.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Louis Diamond
Says pre-departure retention pay differs from deferred compensation
UBS and Ameriprise add retention bonuses as recruiting turns fierce - Mary Steele Osaic
Moved with a three-person team and $576M in client assets to Osaic.
Osaic president says recruiting turned 'very, very fierce' - Brett Moldenhauer
His 13-person team remains after Merit acquisition
Busiest RIA buyers average $679 million a deal, below the median - Christopher Van Slyke
Did not join Beacon Pointe after WorthPointe purchase
Busiest RIA buyers average $679 million a deal, below the median - Corey Kupfer
Predicts an RIA IPO within two years but does not name the firm
Mariner seeks $150M term loan add-on, lifting debt to $1.3B - Salvatore Mineo Truing Capital Advisors
led by founding partners Russell Price and Salvatore Mineo
RIA sale prices turn on retention; the structure carries the multiple - James Costabile
Former LPL advisor added to Osaic with $2.3 billion
Raymond James names Scott Curtis COO effective Oct. 26 - Brian Dowhower
Shimna Sameer moved to Truist Consumer Banking and Brian Dowhower left
RBC, Kintra, Pinnacle, Modern add 20 advisors - Bryan Cram
Named interim co-head of Truist Wealth after leadership changes.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Corey N. Daniel Modern Wealth Management
Moved from 4thGEN Wealth Management to Modern Wealth Management.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Darrell Brown Pinnacle Asset Management
Moved from Truist Investment Services to Pinnacle Asset Management.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Dudley McGee Modern Wealth Management
Moved from 4thGEN Wealth Management to Modern Wealth Management.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Erin Powers-Westendorf Pinnacle Asset Management
Moved from Truist Investment Services to Pinnacle Asset Management.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Jeff Dunn
Named interim co-head of Truist Wealth after leadership changes.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Jonathan Shaw Pinnacle Asset Management
Moved from Truist Investment Services to Pinnacle Asset Management.
RBC, Kintra, Pinnacle, Modern add 20 advisors
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