Deals & Moves: Dynasty Firm TritonPoint, Sapient Recruit Advisors

Published on January 23, 2026

In addition, LPL snags advisors from Wells Fargo and Raymond James recruits from Merrill Lynch and Benjamin F. Edwards Advisors

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Zephyr's PSN: Inside SMAs - An Exclusive Look Into Affinity Investment Advisors

January 23, 2026
In this episode of Zephyr PSN's Inside SMAs podcast, Ryan Nauman, Zephyr's market strategist, interviews Greg Lai, CEO and portfolio manager at Affinity Investment Advisors. They discuss the firm's equity value investing strategy, and their systematic and balanced approach to blending quantitative and qualitative analysis

Financial Advisors Drove Only 1 Out of 5 Rollovers in 2025

January 23, 2026
While advisors were slightly more active in advising on retirement rollovers, they were left out of most of an estimated $1 trillion in money moves, according to Hearts & Wallets.