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Thursday, September 10, 2026The Morning Brief →Sign in
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Sanchez Wealth Management Group

In PWD coverage since September 10, 2026 · 4 stories
2Deals on our tracker
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Aug 30 · team liftout
Deal recordFull tracker →
Sep 9, 26Deal announcedModern Wealth Management · $710M — coverage
Sep 9, 26Deal announcedModern Wealth Management · $710 — coverage
PWD coverage
the_wrap

EQT opens its Asia buyout book to individuals

With the U.S. shelf crowded, the $396 billion firm is betting Asia-Pacific wealth rails can carry its buyout book to individual investors.
the_tape · Sep 10Aggregators are buying the teams now
M&A · Sep 10Modern Wealth buys exits, and absorption is the constraint
exit · Sep 10A $710 million exit where the founder stays put
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