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
other

RightCapital

In PWD coverage since August 18, 2026 · 4 stories
PWD coverage
Moves

Kestra Financial adds $550 million Texas planning team as wealth build-out continues

Ecclesiastes Wealth Partners, founded by Shannon Harris, brings about $550 million in client assets and three principals to the Austin broker-dealer.
The Close · Sep 16Southern RIAs are selling direct access, and rollups can't buy it
practice · Sep 3Altruist's $3,600 AI planner takes aim at planning's Big Three
Deals & PE · Aug 18Edward Jones's Quicken stake attacks the planner's organizing problem
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.