People Moves Related to "Raymond James looks to extend its RIA roll-up success with FallLine deal that gets John Straus off the startup schneid"

The $80-billion all-channel RIA is showing it technology seriousness by making a wirehouse operations exec its CEO.

With ratios stuck in the teens, CEO Paul Reilly gives chief marketing officer at subsidiary Carillon Tower Advisers, Renee Baker, her shot at mission impossible -- getting Advisor Inclusion Networks to live up to its Orwellian name

Maria Daley took the reins after Bill Van Law's unexpected departure, but Greg Bruce came on in March to lead RIA Unit, a job she held on interim basis

The St. Petersburg, Fla. broker-dealer parted ways with Bill Van Law -- a Merrill Lynch veteran -- a year ago; now it has a real RIA veteran in Greg Bruce

The Osaic CEO sought a top 'growth' officer but quickly shifted to 'president' and Reid was caught off guard by how the Osaic vison clicked with her.

The St. Petersburg RIA platform paid an undisclosed amount for a piece of an AI-powered equity compensation platform and hints strongly about a bigger 'stock plan' play it has already staked its future on

The St. Petersburg, Fla., RIA support platform gets Kevin Monaco in Los Angeles as puzzle piece ahead of flooding the time zome with people across discipline spectrum that can close breakaways to join RIAs

The anti-ESG shop launches more unusual financial engineering • Will Vanguard lift crypto ban? • Addepar AI Leaps • AdvisorEngine just sealed five new deals • Carson and Fava go AI to get smart.

The RIA firehose of news is rife with tactical moves to shore up voids, play catchup and react to a new concept of political tailwinds

The New York City brat pack -- still loaded with VC cash -- is pivoting, again, but with a pitch that has convinced big hitters to join the firm as advisors and president, respectively.

The Dynasty CEO is handing over sales, custody relations, breakaways and M&A sales to the un-retired Canadian -- and wildly promoting from within.

The Dynasty veteran is key man in Jamie Price effort to take Advsior Group and finally streamline and up-RIA it for a new era.

The Boston giant's people grab could be derailed by indigestion -- the inability to assimilate staff -- an analyst says; but it has yet to materialize so the hiring spree rolls on.

Joe Lonsdale uses words like 'egregious' 'crapshoot' and 'rude' in Wall Street Journal article to explain how 'America and its economy are the butt of the joke.'

Broker Jim Iannazzo went all out with high-powered attorneys and slick Las Vegas crisis pr team to limit the damage from his actions, but whether he can ever live down the incident remains to be seen.

Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.

The Austin, Texas, serial entrepreneur is still executive chair of, and a big stakeholder in, Addepar but may need a fresh start to manifest his hyped vision of creating high bandwidth financial flow between retail investors and vast private markets.

The St. Peterburg, Fla., technology outsourcer made its 10th Florida hire since start of year but first one on the state's Southeastern Coast

Addepar is fast nearing $3 trillion, it says, after a 50% RIA asset spike in 2020. Now an Addepar owner through Valor Equity Partners is stepping in to safeguard or supercharge his investment depending on the point of view.

The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

The tactic by the Mountain View, Calif. firm and Advent co-founder and code avatar Steve Strand comes a decade after Orion, Black Diamond and Tamarac began feasting on the legacy corpses, but Addepar insists meat remains on the bone.

The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.

Jodi Perry puts Shannon Reid in charge of the wealth-intensive Maryland-to-Maine corridor