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 terminalInsurance 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
Saturday, October 3, 2026The Morning Brief →Sign in
ria

Live Oak Investment Partners

AUSTIN, TX
CRD: 304406
In PWD coverage since August 19, 2026 · 2 stories
$266MRegulatory AUMSEC Form ADV · Sep 26
4EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Sep 26
Deal recordFull tracker →
Aug 18, 26Deal announcedDiversify · River Financial Group · $400M — coverage
PWD coverage
Deals & PE

The platform arms race turns to software and services

Edward Jones's Quicken stake, Siebert's FusionIQ pact, and Arbo's CPA acquisition show the platform fight has moved to the tools around the advisor.
Moves · Aug 19Diversify adds Texas and Boston practices, crosses $14B
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.