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Edition No. 055
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Wednesday, October 7, 2026
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In network coverage since October 7, 2026 · 2 stories
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M&A
Merit Financial buys $1.1B Buffalo-area RIA, its 10th ex-Commonwealth practice
Moldenhauer & Associates brings nearly 1,900 households and 12 employees; the deal closed Sept. 25 and is Merit's 12th this year.
M&A · Oct 7
Merit Financial buys $1.1B New York practice, its 10th Commonwealth team
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