https://www.privatewealthdaily.com/story/prosperity-taps-forvis-mazars-wealth-leader-as-president Private Wealth Dailyen 2026-08-26T11:35:05.288Z Prosperity taps Forvis Mazars wealth leader as president https://www.privatewealthdaily.com/story/wealth-transfer-s-costliest-mistake-is-waiting Private Wealth Dailyen 2026-08-26T11:31:50.958Z Wealth transfer's costliest mistake is waiting https://www.privatewealthdaily.com/story/lpl-and-raymond-james-land-470m-but-the-platform-is-the-pitch Private Wealth Dailyen 2026-08-26T11:31:31.949Z LPL and Raymond James land $470M, but the platform is the pitch https://www.privatewealthdaily.com/story/amundi-backs-victory-capital-s-7b-first-eagle-deal-as-shareholder-and-distributo Private Wealth Dailyen 2026-08-26T11:30:58.750Z Amundi backs Victory Capital's $7B First Eagle deal as shareholder and distributor https://www.privatewealthdaily.com/story/citizens-adds-a-1-billion-tampa-team-and-keeps-its-name Private Wealth Dailyen 2026-08-26T11:27:30.834Z Citizens adds a $1 billion Tampa team and keeps its name https://www.privatewealthdaily.com/story/cfa-institute-private-credit-s-retail-rules-lag-the-market Private Wealth Dailyen 2026-08-26T11:26:03.129Z CFA Institute: private credit's retail rules lag the market https://www.privatewealthdaily.com/story/the-first-institutional-redemption-will-test-evergreen-liquidity Private Wealth Dailyen 2026-08-26T11:22:10.297Z The first institutional redemption will test evergreen liquidity https://www.privatewealthdaily.com/story/institutional-money-arrives-in-the-wealth-channel-with-a-redemption-question-att Private Wealth Dailyen 2026-08-26T09:11:15.956Z Institutional money arrives in the wealth channel with a redemption question attached https://www.privatewealthdaily.com/story/uss-hires-calstrs-veteran-to-run-private-equity Private Wealth Dailyen 2026-08-26T09:10:24.926Z USS hires CalSTRS veteran to run private equity https://www.privatewealthdaily.com/story/woo-family-office-weighs-1bn-secondary-exit Private Wealth Dailyen 2026-08-26T09:08:47.664Z Woo family office weighs $1bn secondary exit https://www.privatewealthdaily.com/story/cresset-pulls-4b-ubs-team-into-boca-raton Private Wealth Dailyen 2026-08-25T20:58:11.897Z Cresset pulls $4B UBS team into Boca Raton https://www.privatewealthdaily.com/story/mercer-buys-a-columbus-ria-to-fill-out-its-ohio-valley-grid Private Wealth Dailyen 2026-08-25T20:57:09.894Z Mercer buys a Columbus RIA to fill out its Ohio Valley grid https://www.privatewealthdaily.com/story/cresset-s-platform-pitch-pulls-a-4b-ubs-team Private Wealth Dailyen 2026-08-25T20:18:03.658Z Cresset's Platform Pitch Pulls a $4B UBS Team https://www.privatewealthdaily.com/story/private-capital-s-barbell-has-no-middle-fund Private Wealth Dailyen 2026-08-25T18:44:38.175Z Private capital's barbell has no middle fund https://www.privatewealthdaily.com/story/prosperity-imports-a-tax-firm-president-as-the-c-suite-talent-war-moves-to-the-p Private Wealth Dailyen 2026-08-25T18:02:40.751Z Prosperity imports a tax-firm president as the C-suite talent war moves to the platform https://www.privatewealthdaily.com/story/vistria-s-curi-stake-buys-a-deal-machine Private Wealth Dailyen 2026-08-25T17:13:18.678Z Vistria's Curi stake buys a deal machine https://www.privatewealthdaily.com/story/city-national-adds-ten-private-bankers-in-california Private Wealth Dailyen 2026-08-25T17:08:59.964Z City National adds ten private bankers in California https://www.privatewealthdaily.com/story/onedigital-out-consolidates-lpl-and-tastytrade-combined Private Wealth Dailyen 2026-08-25T16:40:40.324Z OneDigital out-consolidates LPL and Tastytrade combined https://www.privatewealthdaily.com/story/retail-venture-funds-sell-access-and-the-volatility-comes-with-it Private Wealth Dailyen 2026-08-25T15:46:49.859Z Retail venture funds sell access, and the volatility comes with it https://www.privatewealthdaily.com/story/lpl-s-platform-pitch-lands-230-million-father-son-team Private Wealth Dailyen 2026-08-25T13:29:27.981Z LPL's platform pitch lands $230 million father-son team https://www.privatewealthdaily.com/story/blackrock-s-671-million-loan-sale-tests-private-credit-s-exit-price Private Wealth Dailyen 2026-08-25T11:23:43.926Z BlackRock's $671 million loan sale tests private credit's exit price https://www.privatewealthdaily.com/story/bank-m-a-wave-will-redraw-the-advisor-map Private Wealth Dailyen 2026-08-25T11:13:54.114Z Bank M&A wave will redraw the advisor map https://www.privatewealthdaily.com/story/confluence-minority-stake-is-a-growth-bet Private Wealth Dailyen 2026-08-25T11:11:14.077Z Confluence minority stake is a growth bet https://www.privatewealthdaily.com/story/gateway-bets-coaching-can-fix-the-72-rookie-failure-rate Private Wealth Dailyen 2026-08-25T11:10:21.587Z Gateway bets coaching can fix the 72% rookie failure rate https://www.privatewealthdaily.com/story/blackrock-explores-sale-of-tcp-capital-s-671m-loan-book Private Wealth Dailyen 2026-08-25T08:55:36.100Z BlackRock explores sale of TCP Capital's $671m loan book https://www.privatewealthdaily.com/story/deep-tech-resilience-fund-reports-500m-in-16-days Private Wealth Dailyen 2026-08-25T07:24:54.622Z Deep-tech resilience fund reports $500M in 16 days https://www.privatewealthdaily.com/story/elad-gil-s-cosmic-files-three-venture-funds-seeking-3-76-billion Private Wealth Dailyen 2026-08-25T07:24:24.757Z Elad Gil's Cosmic files three venture funds seeking $3.76 billion https://www.privatewealthdaily.com/story/ameriflex-s-scout-ai-targets-advisors-near-retirement Private Wealth Dailyen 2026-08-24T21:43:15.414Z AmeriFlex's Scout AI targets advisors near retirement https://www.privatewealthdaily.com/story/the-10-000-advisor-ceiling-meets-one-million-plans Private Wealth Dailyen 2026-08-24T21:42:11.643Z The 10,000-advisor ceiling meets one million plans https://www.privatewealthdaily.com/story/lpl-recruits-wells-fargo-tech-chief-for-latitude-push Private Wealth Dailyen 2026-08-24T20:58:34.051Z LPL recruits Wells Fargo tech chief for Latitude push https://www.privatewealthdaily.com/story/conte-wealth-s-1-6b-lpl-move-is-a-lineage-play Private Wealth Dailyen 2026-08-24T20:57:58.180Z Conte Wealth's $1.6B LPL move is a lineage play https://www.privatewealthdaily.com/story/schwab-s-5-million-referral-bar-is-a-custody-strategy Private Wealth Dailyen 2026-08-24T20:57:31.620Z Schwab's $5 million referral bar is a custody strategy https://www.privatewealthdaily.com/story/the-custody-handoff-is-the-talent-war-s-new-front Private Wealth Dailyen 2026-08-24T20:51:15.568Z The Custody Handoff Is the Talent War's New Front https://www.privatewealthdaily.com/story/levitt-opens-a-new-york-base-for-americans-whose-u-s-plans-don-t-survive-the-mov Private Wealth Dailyen 2026-08-24T19:25:38.262Z Levitt opens a New York base for Americans whose U.S. plans don't survive the move https://www.privatewealthdaily.com/story/the-marginal-dollar-is-chasing-megawatts Private Wealth Dailyen 2026-08-24T18:42:39.053Z The marginal dollar is chasing megawatts https://www.privatewealthdaily.com/story/the-21b-ria-that-says-no-to-every-buyer Private Wealth Dailyen 2026-08-24T17:59:28.613Z The $21B RIA that says no to every buyer https://www.privatewealthdaily.com/story/nine-solo-moves-for-every-team-liftout Private Wealth Dailyen 2026-08-24T16:41:57.177Z Nine solo moves for every team liftout https://www.privatewealthdaily.com/story/barings-names-dws-veteran-to-lead-u-s-wealth-expansion Private Wealth Dailyen 2026-08-24T15:48:09.574Z Barings names DWS veteran to lead U.S. wealth expansion https://www.privatewealthdaily.com/story/u-s-bank-bets-on-credit-to-keep-private-banking-teams Private Wealth Dailyen 2026-08-24T15:15:13.091Z U.S. Bank bets on credit to keep private banking teams https://www.privatewealthdaily.com/story/independence-is-a-product-now-choice-is-the-real-asset Private Wealth Dailyen 2026-08-24T15:08:59.254Z Independence is a product now. Choice is the real asset https://www.privatewealthdaily.com/story/feathery-raises-30m-to-automate-the-custodian-handoff Private Wealth Dailyen 2026-08-24T15:07:39.301Z Feathery raises $30M to automate the custodian handoff