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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- 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 - Shannon Reid Osaic
Calls recruiting "very, very fierce" amid advisor competition
UBS and Ameriprise add retention bonuses as recruiting turns fierce - 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 - Bob Bukowski
Industry veteran joining as managing director and principal after combination.
Robertson Stephens surpasses $10 billion AUM with Milwaukee's Alpha Investment Consulting - 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 - 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 - Craig Bell
Founding partner joining buyer's U.K. business in Atlantic Swiss deal
RIA sale prices turn on retention; the structure carries the multiple - 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 - James Costabile
Former LPL advisor added to Osaic with $2.3 billion
Raymond James names Scott Curtis COO effective Oct. 26 - Corey N. Daniel Modern Wealth Management
Moved from 4thGEN Wealth Management to Modern Wealth 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 - Scott Seymour Kintra Wealth
Joined Kintra Wealth from Commonwealth/LPL with Great Scott.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Raj Bhattacharyya
Said adding Bob's team gives expertise serving organizations directly.
Robertson Stephens surpasses $10 billion AUM with Milwaukee's Alpha Investment Consulting - Vikram Chugh CircleBlack
Named CEO of CircleBlack after eight years as Robertson Stephens COO
Robertson Stephens says it acquired Alpha Investment Consulting, lifting AUM above $10 billion - 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 a $576 million three-person team from Stifel 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 - 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 - 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 - 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
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