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Patrick Donachie

Patrick Donachie

Senior Reporter, WealthManagement.com

Patrick Donachie is a senior reporter for WealthManagement.com, covering federal and state regulation, litigation and M&A deals in financial services. Patrick was born in Staten Island, and now lives in Brooklyn, N.Y.

Latest from Patrick Donachie

Kathy Wunderi Wealth.com
Career Moves
Top Hollywood Attorney Joins Wealth.com’s Legal TeamTop Hollywood Attorney Joins Wealth.com’s Legal Team
byPatrick Donachie
Feb 11, 2025
1 Min Read
U.S. Supreme Court building
Regulation & Compliance
Broker Uses Recent Supreme Court Decisions In Case Against FINRABroker Uses Recent Supreme Court Decisions In Case Against FINRA
byPatrick Donachie
Feb 10, 2025
5 Min Read

All from Patrick Donachie

Carnegie CEO and Principal Richard Alt
RIA
Carnegie Investment Counsel Adds $1.3B Firm To Expand In Northeast
Carnegie Investment Counsel Adds $1.3B Firm
Feb 7, 2025
|
1 Min Read
byPatrick Donachie, Senior Reporter
CFP Board CEO Kevin Keller
Career Moves
CFP Board CEO Kevin Keller To Retire
CFP Board CEO Kevin Keller To Retire
Feb 6, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
Osaic signage city
Industry News & Trends
Osaic Is Focus of Latest Cash Sweep Class Action Suit
Osaic Is Focus of Latest Cash Sweep Class Action Suit
Feb 5, 2025
|
3 Min Read
byPatrick Donachie, Senior Reporter
US Capitol
Regulation & Compliance
B/D, Advisor Advocate Coalition to Push Congress To Reform Pass-Through Tax Deduction
B/D, Advisor Advocate Coalition to Push Congress To Reform Pass-Through Tax Deduction
Jan 31, 2025
|
3 Min Read
byPatrick Donachie, Senior Reporter
Fidelity Investments
Regulation & Compliance
Investors File Claim Against Fidelity Over Lax Supervision of RIA
Investors File Claim Against Fidelity Over Lax Supervision of RIA
Jan 30, 2025
|
3 Min Read
byPatrick Donachie, Senior Reporter
LPL financial building signage
IBD
$1B California Team Jumps From Osaic to LPL
$1B California Team Jumps From Osaic to LPL
Jan 29, 2025
|
1 Min Read
byPatrick Donachie, Senior Reporter
U.S. Rep. Lori Chavez-DeRemer is President Donald Trump's nominee for DOL secretary.
Regulation & Compliance
Broker Advocates Uncertain About Trump’s Labor Secretary Choice
Broker Advocates Uncertain About Trump’s Labor Secretary Choice
Jan 28, 2025
|
3 Min Read
byPatrick Donachie, Senior Reporter
Osaic IBD signage
IBD
Osaic Adds $6B Navy Federal Investment Services To Institutions Platform
Osaic Adds $6B Navy Federal Investment Services To Institutions Platform
Jan 28, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
Mariner Marty Bicknell
RIA
Edelman Lawsuit Claims Mariner CEO Bicknell Personally Called Potential Recruit
Edelman Lawsuit Claims Mariner CEO Bicknell Personally Called Potential Recruit
Jan 28, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
William “Bill” Bruen Jr. and his son Andrew Bruen
Career Moves
$1.3B Father-Son UBS Team Jumps to LPL
$1.3B Father-Son UBS Team Jumps to LPL
Jan 28, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
SEC building seal
Regulation & Compliance
Arete Wealth Fights Back on SEC Charges
Arete Wealth Fights Back on SEC Charges
Jan 24, 2025
|
3 Min Read
byPatrick Donachie, Senior Reporter
Carson Group headquarters
RIA
Carson Group Fully Acquires $1B Chicago RIA
Carson Group Fully Acquires $1B Chicago Firm
Jan 23, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
Merit Financial Advisors office
RIA
Merit Financial Advisors Hires Captrust Alum To Steer M&A
Merit Financial Advisors Hires Captrust Alum To Steer M&A
Jan 23, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
Dan Bolton Wealth.com
Career Moves
Wealth.com Recruits New Marketing Head from Nitrogen
Wealth.com Recruits New Marketing Head from Nitrogen
Jan 23, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
Acting SEC Chair Mark Uyeda
Regulation & Compliance
New Acting SEC Chair Uyeda Launches Crypto Task Force
New Acting SEC Chair Uyeda Launches Crypto Task Force
Jan 21, 2025
|
3 Min Read
byPatrick Donachie, Senior Reporter
SEC building
Regulation & Compliance
SEC Charges Arete Wealth, Part of Final Rush of Pre-Trump Actions
SEC Charges Arete Wealth, Part of Final Rush of Pre-Trump Actions
Jan 21, 2025
|
4 Min Read
byPatrick Donachie, Senior Reporter
RBC royal bank of canada logo on building
Industry News & Trends
$1.2B JP Morgan New York Team Jumps to RBC
$1.2B JP Morgan New York Team Jumps to RBC
Jan 16, 2025
|
1 Min Read
byPatrick Donachie, Senior Reporter
morgan-merrill.jpg
Industry News & Trends
Merrill, Morgan Stanley Wealth Divisions Boost Revenue in Q4
Merrill, Morgan Stanley Wealth Divisions Boost Revenue in Q4
Jan 16, 2025
|
3 Min Read
byPatrick Donachie, Senior Reporter
Corient office CI Financial RIA news
RIA
Corient Acquires $10.4B New York Multi-Family Office
Corient Acquires $10.4B New York Multi-Family Office
Jan 15, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
Wealth Enhancement Group
RIA
Wealth Enhancement Group Adds $673M Pacific Northwest Firm
Wealth Enhancement Group Adds $673M Pacific Northwest Firm
Jan 14, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
FP Alpha CEO Andrew Altfest
WealthTech
FP Alpha Launches Tax Services As Standalone Product
FP Alpha Launches Tax Services As Standalone Product
Jan 14, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
Charles Schwab
Regulation & Compliance
Schwab, Blackstone Among Firms Paying $63M To Settle SEC Texting Charges
Schwab, Blackstone Among Firms Paying $63M To Settle SEC Texting Charges
Jan 13, 2025
|
3 Min Read
byPatrick Donachie, Senior Reporter
John Amore Kestra Financial
Industry News & Trends
Kestra Names John Amore as Next President
Kestra Names John Amore as Next President
Jan 13, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
Raymond James building
Industry News & Trends
Raymond James Sues Former Intern, Alleging Harassment Campaign Against Reps
Raymond James Sues Former Intern, Alleging Harassment Campaign Against Reps
Jan 13, 2025
|
4 Min Read
byPatrick Donachie, Senior Reporter
A Merrill Lynch sign.
Industry News & Trends
Bank of America Ramps Up New Wealth Division with Citi, UBS Alums
Bank of America Ramps Up New Wealth Division with Citi, UBS Alums
Jan 10, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
Raymond James office sign
Industry News & Trends
$440M Father, Son Duo Jumps to Raymond James from Morgan Stanley
$440M Father, Son Duo Jumps to Raymond James from Morgan Stanley
Jan 9, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
Adrienne Penta SCS Financial Focus Financial head of wealth management
RIA
Focus Hub SCS Financial Names New National Wealth Management Head
Focus Hub SCS Financial Names New National Wealth Management Head
Jan 9, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
edward jones
Regulation & Compliance
Edward Jones Will Pay $17M to Settle State Regulators’ Investigation
Edward Jones Will Pay $17M to Settle State Regulators’ Investigation
Jan 8, 2025
|
3 Min Read
byPatrick Donachie, Senior Reporter
Cetera Advisor Networks President Tim Stinson FSI Chair
Regulation & Compliance
Cetera President Begins Term as FSI Board Chair
Cetera President Begins Term as FSI Board Chair
Jan 8, 2025
|
3 Min Read
byPatrick Donachie, Senior Reporter
sanctuary-wealth-new-logo-wall.jpg
Industry News & Trends
Sanctuary Attracts $700M Truist Team Focused on International Clients
Sanctuary Attracts $700M Truist Team Focused on International Clients
Jan 8, 2025
|
3 Min Read
byPatrick Donachie, Senior Reporter
Mark Sullivan and Mary A. Lauritano
Industry News & Trends
UBS Loses Advisors to Procyon Partners, Raymond James
UBS Loses Advisors to Procyon Partners, Raymond James
Jan 7, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
Carson Group building
Industry News & Trends
Carson Group Fully Acquires $1B Iowa Firm
Carson Group Fully Acquires $1B Iowa Firm
Jan 7, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter
merit-financial-office-wall.jpeg
Industry News & Trends
Merit Financial Acquires $739M Firm, Boosting Pennsylvania Footprint
Merit Financial Acquires $739M Firm, Boosting Pennsylvania Footprint
Jan 7, 2025
|
2 Min Read
byPatrick Donachie, Senior Reporter

Latest news

stock market model portfolios
Investing Strategies
Morningstar: Advisor Use of Custom Model Portfolios Rises
Advisor Use of Custom Model Portfolios Rises

Feb 11, 2025

Peakline Partners Bill Rudnick, executive managing director
Alternative Investments
Private Markets Investments Firm Cresset Partners Rebrands as Peakline Partners
Cresset Partners Investment Firm Rebrands as Peakline Partners

Feb 11, 2025

Kathy Wunderi Wealth.com
Career Moves
Top Hollywood Attorney Joins Wealth.com’s Legal Team
Top Hollywood Attorney Joins Wealth.com’s Legal Team

Feb 11, 2025

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