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Edition No. 068
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Tuesday, October 20, 2026
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In network coverage since October 20, 2026 · 3 stories
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Features
Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise
The self-funded Palm Beach Gardens firm opens with 48 professionals and dual custody at Charles Schwab and BNY Pershing.
move · Oct 20
ICG next leaves LPL for Osaic with $2.3 billion and acquisition plans
Moves · Oct 20
ICG Next leaves LPL for Osaic with $2.3B and acquisition plans
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