Skip to content
Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
other

Wolfe Research

In network coverage since September 11, 2026 · 6 stories
Network coverage
Practice management

Osaic adds $576M Stifel book; founder's daughter cites succession help

Kintra hires a $355 million Commonwealth practice, and Merrill raises its 2027 growth award to $7.5 million in revenue.
Moves · Oct 22RBC Wealth Management hires UBS team in Pittsburgh that oversaw more than $1B
Succession & selling a firm · Oct 22Wolfe Research's Steve Chubak explains how investors separate recruiting and organic growth
Recruiting & transitions · Sep 21A $425 million team prices independence against the employee channel
Moves · Sep 21The breakaway that left Raymond James now buys its teams
Moves · Sep 11Merrill's $1.2B Santa Fe lift-out is a density play
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.