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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

Morgan Stanley
Industry News & Trends
Salaries, Bonuses Increase at Single Family OfficesSalaries, Bonuses Increase at Single Family Offices
byPatrick Donachie
May 21, 2019
2 Min Read
Raymond James had 3212 advisors last year up by only 19 from 2011
Wirehouse
Wells Fargo Loses $600 Million Team to Raymond JamesWells Fargo Loses $600 Million Team to Raymond James
byPatrick Donachie
May 21, 2019
1 Min Read

All from Patrick Donachie

Money
Retirement
SPARK Institute, The Retirement Advisor University to Offer Courses on Joint Platform
SPARK Institute, The Retirement Advisor University to Offer Courses on Joint Platform
May 21, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
Peter Raimondi
Financial Planning
Peter Raimondi’s Dakota Wealth Management Acquires Women-Owned Firm
Peter Raimondi’s Dakota Wealth Management Acquires Women-Owned Firm
May 20, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
Rockefeller Center in New York.
Industry News & Trends
Rockefeller Recruits First Bay Area Advisors From UBS
Rockefeller Recruits First Bay Area Advisors From UBS
May 20, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
reading Quran
RIA
New Platform Helps Muslim Clients Adhere to Faith When Investing
New Platform Helps Muslim Clients Adhere to Faith When Investing
May 14, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
WeWork
Industry News & Trends
Chalice Expands Discounted Services for Its Members
Chalice Expands Discounted Services for Its Members
May 14, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
Bob Oros
Industry News & Trends
HighTower's Bob Oros to Join FSI's Board of Directors
HighTower's Bob Oros to Join FSI's Board of Directors
May 8, 2019
|
3 Min Read
byPatrick Donachie, Senior Reporter
William Galvin
Regulation & Compliance
Janney Charged Over Broker's Inappropriate Mutual Fund Sales
Janney Charged Over Broker's Inappropriate Mutual Fund Sales
May 7, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
New Wealth Management Firm Joins Dynasty Financial Partners
RIA
New Wealth Management Firm Joins Dynasty Financial Partners
New Wealth Management Firm Joins Dynasty Financial Partners
May 6, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
Morningstar
Industry News & Trends
Morningstar's Model Marketplace Goes Live
Morningstar's Model Marketplace Goes Live
May 6, 2019
|
1 Min Read
byPatrick Donachie, Senior Reporter
wells fargo new york
RIA
New RIA Firm Partners With Wells Fargo's First Clearing Custody Service
New RIA Firm Partners With Wells Fargo's First Clearing Custody Service
Apr 30, 2019
|
1 Min Read
byPatrick Donachie, Senior Reporter
Work stress
Retirement
Survey: Some Millennials Hope for Lottery Winnings to Fund Retirement
Survey: Some Millennials Hope for Lottery Winnings to Fund Retirement
Apr 30, 2019
|
1 Min Read
byPatrick Donachie, Senior Reporter
Clare Bronfman
High Net Worth
Seagram's Heiress Admits Guilt in Charges Stemming from Sex Cult
Seagram's Heiress Admits Guilt in Charges Stemming from Sex Cult
Apr 30, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
money flying out of computer
Industry News & Trends
Financial Advisor Revenue Reaches Record High Despite Drop in Assets
Financial Advisor Revenue Reaches Record High Despite Drop in Assets
Apr 30, 2019
|
3 Min Read
byPatrick Donachie, Senior Reporter
AmericanaPartners.jpg
RIA
$6 Billion Breakaway Americana Partners Joins Dynasty
$6 Billion Breakaway Americana Partners Joins Dynasty
Apr 29, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
solar jobs
Investment
Millennials, Women Aren't the Only Fans of SRI
Millennials, Women Aren't the Only Fans of SRI
Apr 23, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
2012 AUM 43 billion 2011 AUM 391 billion AUM per Advisor 256 million
Investment
$200 Million Producer Group Leaves Cambridge for Securities America
$200 Million Producer Group Leaves Cambridge for Securities America
Apr 23, 2019
|
1 Min Read
byPatrick Donachie, Senior Reporter
wells fargo new york
Wirehouse
Widow Seeks $2 Million From Wells Fargo FiNet Broker
Widow Seeks $2 Million From Wells Fargo FiNet Broker
Apr 22, 2019
|
3 Min Read
byPatrick Donachie, Senior Reporter
New Jersey Gov. Phil Murphy
Regulation & Compliance
New Jersey Proposes Uniform Fiduciary Rule for Brokers and Advisors
New Jersey Proposes Uniform Fiduciary Rule for Brokers and Advisors
Apr 16, 2019
|
4 Min Read
byPatrick Donachie, Senior Reporter
LPL racked up 11181 advisors in 2012
RIA
California Advisor Moves From Morgan Stanley to LPL
California Advisor Moves From Morgan Stanley to LPL
Apr 15, 2019
|
1 Min Read
byPatrick Donachie, Senior Reporter
RBC windows
RIA
Florida Retiree Awarded Full Restitution in FINRA Dispute
Florida Retiree Awarded Full Restitution in FINRA Dispute
Apr 15, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
Fewer RIAs See Client Benefits From Tax Act
RIA
Fewer RIAs See Client Benefits From Tax Act
Fewer RIAs See Client Benefits From Tax Act
Apr 9, 2019
|
3 Min Read
byPatrick Donachie, Senior Reporter
Joseph R. Schmuckler, Chief Executive Officer of Luxon Financial
Investment
Luxon Financial's Cary Street Partners Acquires Tradition Capital Management
Luxon Financial's Cary Street Partners Acquires Tradition Capital Management
Apr 8, 2019
|
1 Min Read
byPatrick Donachie, Senior Reporter
LifeYield's office.
WealthTech
Mercer Advisors Chooses LifeYield for Asset Location Technology
Mercer Advisors Chooses LifeYield for Asset Location Technology
Apr 2, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
LPL financial
Industry News & Trends
$120 Million Seacoast Financial Network Joins LPL Financial
$120 Million Seacoast Financial Network Joins LPL Financial
Apr 1, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter

Latest news

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Investing Strategies
Morningstar: Advisor Use of Custom Model Portfolios Rises
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Feb 11, 2025

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