https://www.privatewealthdaily.com/story/osaic-puts-ai-at-the-center-of-its-retention-pitch Private Wealth Dailyen 2026-08-27T22:47:13.896Z Osaic puts AI at the center of its retention pitch https://www.privatewealthdaily.com/story/omni-bridgeway-s-record-year-rests-on-its-debt-free-balance-sheet Private Wealth Dailyen 2026-08-27T22:43:47.796Z Omni Bridgeway's record year rests on its debt-free balance sheet https://www.privatewealthdaily.com/story/the-next-recruiting-grid-is-the-advisor-s-screen Private Wealth Dailyen 2026-08-27T21:33:20.117Z The next recruiting grid is the advisor's screen https://www.privatewealthdaily.com/story/stifel-s-record-july-shows-the-employee-model-can-still-win Private Wealth Dailyen 2026-08-27T20:45:24.283Z Stifel's record July shows the employee model can still win https://www.privatewealthdaily.com/story/concurrent-turns-breakaway-recruiting-into-an-equity-play Private Wealth Dailyen 2026-08-27T20:10:37.619Z Concurrent turns breakaway recruiting into an equity play https://www.privatewealthdaily.com/story/ai-s-physical-layer-dominates-48-hour-deal-flow Private Wealth Dailyen 2026-08-27T18:39:01.225Z AI's physical layer dominates 48-hour deal flow https://www.privatewealthdaily.com/story/osaic-brings-its-software-fight-into-the-c-suite-with-first-ai-chief Private Wealth Dailyen 2026-08-27T18:34:29.806Z Osaic brings its software fight into the C-suite with first AI chief https://www.privatewealthdaily.com/story/raymond-james-loses-two-california-teams-to-wells-fargo-s-scale-pitch Private Wealth Dailyen 2026-08-27T17:55:09.694Z Raymond James loses two California teams to Wells Fargo's scale pitch https://www.privatewealthdaily.com/story/vanguard-s-altruist-bet-gives-custody-a-third-pole Private Wealth Dailyen 2026-08-27T17:48:25.237Z Vanguard's Altruist bet gives custody a third pole https://www.privatewealthdaily.com/story/investors-spurn-a-26-discount-for-private-credit-exits Private Wealth Dailyen 2026-08-27T17:46:51.980Z Investors spurn a 26% discount for private credit exits https://www.privatewealthdaily.com/story/advisors-are-moving-custody-isn-t Private Wealth Dailyen 2026-08-27T16:42:17.936Z Advisors are moving; custody isn't https://www.privatewealthdaily.com/story/practifi-s-sentir-folds-ai-into-the-crm-s-core Private Wealth Dailyen 2026-08-27T16:24:40.795Z Practifi's Sentir folds AI into the CRM's core https://www.privatewealthdaily.com/story/april-plugs-irs-transcripts-into-advisor-planning-workflows Private Wealth Dailyen 2026-08-27T15:41:25.950Z april plugs IRS transcripts into advisor planning workflows https://www.privatewealthdaily.com/story/wells-fargo-turns-the-breakaway-into-a-recruiting-channel Private Wealth Dailyen 2026-08-27T15:01:28.444Z Wells Fargo turns the breakaway into a recruiting channel https://www.privatewealthdaily.com/story/a-160-million-annapolis-defection-shows-the-commonwealth-diaspora-still-flows Private Wealth Dailyen 2026-08-27T12:59:44.953Z A $160 million Annapolis defection shows the Commonwealth diaspora still flows https://www.privatewealthdaily.com/story/the-middle-class-retirement-gap-is-a-debt-problem Private Wealth Dailyen 2026-08-27T12:34:06.369Z The middle-class retirement gap is a debt problem https://www.privatewealthdaily.com/story/vanguard-s-altruist-bid-is-a-tax-season-acquisition Private Wealth Dailyen 2026-08-27T11:28:17.334Z Vanguard’s Altruist bid is a tax-season acquisition https://www.privatewealthdaily.com/story/ai-s-billionaire-boom-is-a-concentration-trap Private Wealth Dailyen 2026-08-27T10:50:00.987Z AI's billionaire boom is a concentration trap https://www.privatewealthdaily.com/story/vanguard-data-dismantles-the-empathy-first-pitch-to-women-clients Private Wealth Dailyen 2026-08-27T10:45:24.248Z Vanguard data dismantles the empathy-first pitch to women clients https://www.privatewealthdaily.com/story/kkr-taps-jpmorgan-s-sayori-kondo-to-co-head-japan-wealth Private Wealth Dailyen 2026-08-27T09:14:19.454Z KKR taps JPMorgan's Sayori Kondo to co-head Japan wealth https://www.privatewealthdaily.com/story/ria-m-a-assets-nearly-double-on-fewer-bigger-deals Private Wealth Dailyen 2026-08-26T22:04:27.529Z RIA M&A assets nearly double on fewer, bigger deals https://www.privatewealthdaily.com/story/ria-m-a-is-now-a-financing-event Private Wealth Dailyen 2026-08-26T20:44:27.804Z RIA M&A is now a financing event https://www.privatewealthdaily.com/story/vanguard-s-4-6b-altruist-bet-raises-the-custody-stakes Private Wealth Dailyen 2026-08-26T20:35:29.081Z Vanguard's $4.6B Altruist bet raises the custody stakes https://www.privatewealthdaily.com/story/ria-deal-count-dips-as-acquired-assets-nearly-double-to-342-9-billion Private Wealth Dailyen 2026-08-26T19:09:58.970Z RIA deal count dips as acquired assets nearly double to $342.9 billion https://www.privatewealthdaily.com/story/victory-capital-s-7-billion-first-eagle-buy-is-a-distribution-play Private Wealth Dailyen 2026-08-26T19:06:31.347Z Victory Capital's $7 billion First Eagle buy is a distribution play https://www.privatewealthdaily.com/story/the-280-million-tell-in-victory-s-first-eagle-deal Private Wealth Dailyen 2026-08-26T18:39:39.213Z The $280 million tell in Victory's First Eagle deal https://www.privatewealthdaily.com/story/the-breakaway-is-now-a-rounding-error Private Wealth Dailyen 2026-08-26T17:41:15.302Z The breakaway is now a rounding error https://www.privatewealthdaily.com/story/victory-capital-s-7b-first-eagle-deal-is-a-private-credit-bet Private Wealth Dailyen 2026-08-26T17:33:22.376Z Victory Capital's $7B First Eagle deal is a private-credit bet https://www.privatewealthdaily.com/story/an-intermediary-outran-every-acquirer-last-month Private Wealth Dailyen 2026-08-26T17:00:18.595Z An Intermediary Outran Every Acquirer Last Month https://www.privatewealthdaily.com/story/vanguard-s-altruist-buy-is-a-bet-on-tax-season Private Wealth Dailyen 2026-08-26T15:26:28.028Z Vanguard's Altruist buy is a bet on tax season https://www.privatewealthdaily.com/story/curi-s-vistria-deal-a-bet-on-process-not-pipeline Private Wealth Dailyen 2026-08-26T15:22:44.962Z Curi's Vistria deal: a bet on process, not pipeline https://www.privatewealthdaily.com/story/cresset-s-boca-raton-liftout-is-a-cpa-template-with-4-billion-attached Private Wealth Dailyen 2026-08-26T15:20:12.112Z Cresset's Boca Raton liftout is a CPA template with $4 billion attached https://www.privatewealthdaily.com/story/the-89-question-hanging-over-ria-m-a Private Wealth Dailyen 2026-08-26T14:25:24.546Z The 89% question hanging over RIA M&A 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