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ria

Fusion Financial Partners

In network coverage since August 26, 2026 · 6 stories
Network coverage
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Two JPMorgan advisors leave with $18.6B to launch self-funded Latigo Peak

Jim Atwood and Phil Scott are opening in Palm Beach Gardens with 48 professionals and two custodians, Charles Schwab and BNY Pershing.
Moves · Oct 19Jim Atwood and Phil Scott leave JPMorgan to launch $18.6B RIA Latigo Peak
Moves · Oct 19Scott and Atwood leave J.P. Morgan Advisors, where they managed $18.6B, to launch Latigo Peak Partners
RIA · Sep 3Schwab courts Altruist advisors while Vanguard doubt lingers
RIA · Sep 3Solo RIAs are the succession blind spot the M&A boom leaves open
practice · Aug 26Vanguard-Altruist deal hands RIAs a custody negotiating lever
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