Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

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IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

People

The advisors, team leads and executives named in our coverage. Each profile is a dated record of moves, appointments and deals, built only from the stories that name them, with every line linked to its source.

Recently in the news

Advisor moves →
  1. Raji Subramanian

    Launched OnTrade

  2. Zachary Harl

    Joined OnTrade as chief investment officer

  3. Matt Williams

    Launched OnTrade

  4. Wayne Bloom

    Joined LPL Financial from Commonwealth Financial Network as CEO

  5. Andrew Harpp

    Joined Wells Fargo from LPL Financial as recruiting executive

  6. Scott Posner

    Left LPL Financial

Index of names

249 people

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  • Zidle, JoeChief Market Strategist, Cresset4 stories

How these profiles are built

We read our own articles and every item on our wire for the people they name, and record only what each story states: name, title, firm, team and assets as reported, and the date. Every record is checked against the story’s own words before it’s kept, and every line of a profile links to its source. We leave out regulators, politicians and anyone named only in connection with alleged misconduct. Profiles appear in search engines once at least 2 stories name the person.

This is a record of coverage, not a ranking or an endorsement. Spot an error? Tell the desk.