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Edition No. 039
New York · London
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Monday, September 21, 2026
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Aisling Carroll
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In PWD coverage since September 18, 2026 · 2 stories
PWD coverage
advisor_note
The RIA bidding war has moved to the holding period
Eight ways to fund an RIA purchase, and the one term that decides whether the seller's team is still there when the buyer's clock runs out.
practice · Sep 18
Referrals don't compound; the conversion desk does
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