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Saturday, October 3, 2026The Morning Brief →Sign in
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Vista Equity

In PWD coverage since August 14, 2026 · 12 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 14, 26Deal announcedCAIS — coverage
PWD coverage
RIA

Cerulli: 73% of RIAs most likely to add junior advisors over two years

The same Cerulli Associates survey with Vista Equity Partners found 64% of RIAs reporting AI has reduced manual and administrative work.
funds · Sep 23BSP hires distribution where the liabilities run longest
RIA · Sep 17RIAs trade the stacked SPV for a seat on the cap table
Deals & PE · Sep 15Pave's $15 million Series A prices the custodian plumbing
practice · Sep 11RIAs are hiring around AI before they can manage it
RIA · Sep 10AI budget share doubles as firms wait for proof
Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories
Data · Aug 16Wealth Managers Are Launching Funds as Fast as They're Buying Firms
Data · Aug 16Family offices bought the assets. They left out the heirs.
Features · Aug 15The $2B Tollbooth and the Fund That Raised Nothing
The Close · Aug 15The Private-Market Risk Family Offices Haven't Prepared Their Heirs For
RIA · Aug 14CAIS doubles valuation to $2B with $170M Vista Equity raise
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