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Friday, October 16, 2026The Morning Brief →Sign in
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Sageview

In network coverage since August 31, 2026 · 5 stories
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Moves

TradePMR product chief Jon Patullo joins CG Financial as COO and CIO

The $5 billion hybrid RIA says it will draw on his vendor relationships as it keeps investing in its technology platform.
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
advisers · Sep 25NAPA's farewell address names four forces education can't answer
M&A · Sep 2Aquiline's Flourish control is a distribution play
M&A · Aug 31World Advisors sale rumor marks RPA consolidation's exit phase
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