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Edition No. 051
New York · London
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Saturday, October 3, 2026
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In PWD coverage since August 17, 2026 · 3 stories
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Aug 13, 26
Deal announced
flexPATH Strategies
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LeafHouse's last symposium closes the year its advice business sold
The fiduciary layer keeps consolidating while the platform layer keeps the capital, and the final LNRS is the most legible move either side has made.
plans · Aug 18
Mesirow buys flexPATH's 3(38) book in second fiduciary deal
advisers · Aug 17
Mesirow buys flexPATH's 3(38) retirement-plan business
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