Live Tracker
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- Zack Khan Feathery
Argues workflow redesign can add capacity without headcount
Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership - Bryan Meegan Kupfer
Makes owner-side case on timing, equity terms, diligence, legal counsel
Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership - Caroline Piehl
Converses on leading a family practice through succession
Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership - Conor Curtis PractiFi
Cautions AI must fit advisor workflows, not legacy patterns
Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership - Jeff Nash Bridgemark Strategies
Assesses how RIA dealmaking reshapes G2 advisors' succession paths
Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership - Ryan Halls Hue Partners
Makes owner-side case on timing, equity terms, diligence, legal counsel
Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership - James Liu Clearnomics
Wrote the seven Q3 2026 client-conversation charts published by Kitces
Kitces publishes Clearnomics' seven charts for Q3 client conversations - Kevin Warsh
Signaled preference to step back from central bank forward guidance
Kitces publishes Clearnomics' seven charts for Q3 client conversations - Sarah Brenner Ed Slott's IRAHelp
Explains why IRA loans are barred and how a 60-day rollover can replace funds
IRAHelp: IRA loans are barred, but a 60-day rollover can bridge a cash crunch - Aaron Jasper Mutual Group
Connects endurance and friendship lessons to how advisory firms grow
Marie Swift, Ashten Legg and Matt Ackermann on RIA podcast launch prerequisites - Anshuman Mehta Domify
Answered whether Claude for Financial Advisors disrupts or validates his segment
Marie Swift, Ashten Legg and Matt Ackermann on RIA podcast launch prerequisites - April Rudin The Rudin Group
Argued upmarket founders need talent, service model and referral network
Marie Swift, Ashten Legg and Matt Ackermann on RIA podcast launch prerequisites - Ashten Legg RFG Advisory
Helped identify four prerequisites for an RIA podcast launch
Marie Swift, Ashten Legg and Matt Ackermann on RIA podcast launch prerequisites - Brian Scott WealthFeed
Answered whether Claude for Financial Advisors disrupts or validates his segment
Marie Swift, Ashten Legg and Matt Ackermann on RIA podcast launch prerequisites - Emily Blue Hue Partners
Argued founders moving upmarket must build talent, service model, referrals
Marie Swift, Ashten Legg and Matt Ackermann on RIA podcast launch prerequisites - Marie Swift Impact Communications
Helped set four prerequisites for launching a podcast inside an RIA
Marie Swift, Ashten Legg and Matt Ackermann on RIA podcast launch prerequisites - Matt Ackermann
Named host, process, guests and value measures as launch needs
Marie Swift, Ashten Legg and Matt Ackermann on RIA podcast launch prerequisites - Sheldon Pollock SEC
Said advisers must meet disclosure duties when offering new features
SEC settles Zoe Financial referral-algorithm case with a $450,000 penalty - Sid Yenamandra SurgeONE.ai
Urged qualified, documented, repeatable AI review with clear accountability
Marie Swift, Ashten Legg and Matt Ackermann on RIA podcast launch prerequisites - Sindhu Joseph CogniCor
Answered whether Claude for Financial Advisors disrupts or validates her segment
Marie Swift, Ashten Legg and Matt Ackermann on RIA podcast launch prerequisites - William H. Sandeman
Barred over recommendations that cost 81 clients more than $3.5 million
FINRA bars ex-Wedbush broker William Sandeman over $3.5 million in complex ETP losses
How the tracker works
Rankings count distinct stories published by Wealth Advisor Daily in the selected period. Repeat versions of the same story count once. Ties go to the most recent coverage. Firms includes named funds.
Descriptions are grounded in the linked article and checked against its supporting text. Affiliations appear only when explicitly stated in that article; they describe the relationship reported at that time. Source credits and incidental references are excluded. Profiles may include reporting from across the Daily Network.
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