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- Pat McHugh Constellation Wealth
Cited BakerAvenue's organic growth and said focus is long-term capital.
Constellation Wealth Capital takes minority stake in BakerAvenue, a $6.3B RIA - Simon Baker
Said Constellation shares the firm's values and vision.
Constellation Wealth Capital takes minority stake in BakerAvenue, a $6.3B RIA - Tom Ngo
Said clients will keep working with the same team and philosophy.
Constellation Wealth Capital takes minority stake in BakerAvenue, a $6.3B RIA - Bernie Sanders
Enlisted as ally by union campaign behind Proposition 40.
Dave Regan's union enters final four weeks of California billionaire-tax campaign - Dave Regan
Frames Proposition 40 as only way to cover federal healthcare cuts.
Dave Regan's union enters final four weeks of California billionaire-tax campaign - Gavin Newsom
Has come out against Proposition 40's one-time billionaire tax.
Dave Regan's union enters final four weeks of California billionaire-tax campaign - Sergey Brin
Put more than $100 million into campaign fighting Proposition 40.
Dave Regan's union enters final four weeks of California billionaire-tax campaign - Xavier Becerra
Came out against Proposition 40; called Newsom's likely successor.
Dave Regan's union enters final four weeks of California billionaire-tax campaign - Anne Trinh Family Wealth Counseling
Presented transaction as proactive decision about business and serving clients.
Bluespring folds Family Wealth Counseling into KDI Wealth Management, lifting combined assets past $1 billion - Carrie Dick
Said combining teams deepens succession, exit and legacy planning work.
Bluespring folds Family Wealth Counseling into KDI Wealth Management, lifting combined assets past $1 billion - James Shelton
conditions a Dallas County lawsuit says made him vulnerable to exploitation
FINRA bars Houston advisor Robert Wayne Thompson over withheld documents in $2.3 million client suit - Robert Wayne Thompson
accuses Houston advisor Robert Wayne Thompson of taking more than $2.3 million from Shelton
FINRA bars Houston advisor Robert Wayne Thompson over withheld documents in $2.3 million client suit
How the tracker works
Rankings count distinct stories published by Private Wealth 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.
New articles and corrections are processed throughout the day. Mentions appear after processing; ambiguous identities and unsupported affiliations are omitted.