A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyYou’re reading this editionDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Wednesday, October 21, 2026The Morning Brief →Sign in
person

David Hefty

Credent Wealth Management · Reported Oct 21
In network coverage since October 21, 2026 · 2 stories
Network coverage
practice

Fee-only RIA asset share falls to 34% among $5bn-plus firms, Cerulli finds

Insurance-licensed firms doubled their share to 14%; hybrids stayed at 51% over five years.
The Close · Oct 21Cerulli: fee-only RIAs lose asset share despite client loyalty
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.