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FP Trump accounts expand to nearly 70M kids as stock proposal draws questionsIN M1 Advisor bets AI can serve clients wealth managers turn awayWM People Moves: Cresset Hires Blackstone Alum Joe Zidle Chief Market StrategistIN At Women Advisor Summit, Summit Place’s Liz Miller will offer key steps to advisor successIN Wirehouses losing more advisors so far in 2026: ReportIN RIA moves: Merit, Hightower and Trilogy announce billion-dollar additionsWSR Top 5 Most-Read Articles Of SeptemberWM Equity Compensation’s Missing Layer: Guidance4K 2027 Social Security COLA: Will it Be 3.4%, 3.5% or 3.6%?WM Five Things Every RIA Owner Must Know About Partner Buy-Ins

Moves

People Moves: Cresset Hires Blackstone Alum Joe Zidle Chief Market Strategist

By Alex Ortolani · WealthManagement.com ·

Image: WealthManagement.com

In other moves, custody and clearing firm Innovayte and RIA Arax name new COOs, and Mesirow hires an investment expert from Morningstar.

Summary as published by WealthManagement.com
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