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
Monday, October 12, 2026The Morning Brief →Sign in
ria

Proxima Wealth Partners

In network coverage since August 27, 2026 · 5 stories
Network coverage
Moves

Concurrent's Raymond James alumni pipeline lands a fourth team

Winstone is at least the fourth Raymond James-linked team to land on Concurrent's platform this year, and the alumni network is the sales channel.
RIA · Sep 11Agentic AI's 2027 budget line belongs behind the advisor
Features · Aug 28The balance sheet is the new recruiting weapon
The Close · Aug 27The next recruiting grid is the advisor's screen
Moves · Aug 27Concurrent turns breakaway recruiting into an equity play
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.