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Newsmakers

Breaking news across the wealth management industry

Former $725 Million JPMorgan Advisor Joins Genesis Wealth

Alan Feutz To Operate Out Of New Genesis Office That Establishes Firm’s Presence In Chicago’s North Shore

By WSR Newsroom

/ 22 Jun 2026

Former $725 Million JPMorgan Advisor Joins Genesis Wealth

Waverly Advisors Acquires $3 Billion Pittsburgh Trust Company

Waverly’s Purchase of Smithfield Trust Company Expands The Firm’s Trust Service Business.

By Jeff Berman

/ 18 Jun 2026

Kevin Beard Joins DataDasher AI Advisory Board, Invests In Company

The Firm’s Platform Automates Meeting Preparation, Follow-Up Actions And Client Summaries For Advisors

By WSR Newsroom

/ 12 Jun 2026

Kevin Beard Joins DataDasher AI Advisory Board, Invests In Company

Feathery Cuts Sequoia’s Custodian Account Opening Time By 45%

RIA Reports Significant Time Saving Using AI-Native Data And Workflow Platform

By WSR Newsroom

/ 11 Jun 2026

Feathery Cuts Sequoia’s Custodian Account Opening Time By 45%

Carrick Lane Adds Former Goldman Strategist John Marshall As Senior Partner

Marshall Will Focus On Strategy And Product Development For Firm Specializing In Options Strategies

By WSR Newsroom

/ 11 Jun 2026

Carrick Lane Adds Former Goldman Strategist John Marshall As Senior Partner

Cambridge Adds $25 Million In Recruited Revenue In Q1

Growth Reflects Advisor Demand For Stability, Partnership And Independence, Said Firm

By WSR Newsroom

/ 10 Jun 2026

Cambridge Adds $25 Million In Recruited Revenue In Q1

Genesis Wealth Crosses $3 Billion In Assets

Growth Achieved Organically And Through Advisor Recruitment, Without Mergers, Acquisitions Or Tuck-Ins

By WSR Newsroom

/ 10 Jun 2026

Genesis Wealth Crosses $3 Billion In Assets

Pathstone Buys $12 Billion Pennsylvania RIA Mill Creek Capital Advisors

Combined Firm Will Use Pathstone Brand, Advise On $30 Billion In Assets In Philadelphia Region

By Jeff Berman

/ 8 Jun 2026

Pathstone Buys $12 Billion Pennsylvania RIA Mill Creek Capital Advisors

Obituary For Tina C. Powell

Intention.ly Partner And Chief Of Community Passes

By WSR Newsroom

/ 8 Jun 2026

Obituary For Tina C. Powell

Sanctuary Recruits Wirehouse Breakaway Valen Private Capital

Former $477 Million Merrill Advisor Launches Independent Firm Serving Ultra-High Net Worth Clients

By WSR Newsroom

/ 8 Jun 2026

Sanctuary Recruits Wirehouse Breakaway Valen Private Capital

LPL Adds $2 Billion Indiana Advisor Team

Advisors Scott Gilliam And Travis Blessing Join LPL From PNC Private Bank.

By Jeff Berman

/ 5 Jun 2026

LPL Adds $2 Billion Indiana Advisor Team

Wellington To Buy Hartford Funds For About $1.9 Billion

The Transaction Is Expected To Close In The First Quarter Of 2027, The Firms Said.

By Jeff Berman

/ 4 Jun 2026

Wellington To Buy Hartford Funds For About $1.9 Billion