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Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Friday, September 25, 2026The Morning Brief →Sign in
asset manager

The Marygold Companies

In PWD coverage since September 25, 2026 · 2 stories
1Deals on our tracker
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Tim Rotolo
Sep 24 · exec change
Deal recordFull tracker →
Sep 24, 26Deal announcedMadison Dearborn Partners · USCF Investments · $2B — coverage
PWD coverage
Deals & PE

Northwestern Mutual set a price for the software layer: 22,000 advisors

A 22,000-advisor contract bought the front end of the client relationship while the week's other wealth deals bought the money sitting behind it.
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