https://www.privatewealthdaily.com/story/centerbridge-and-mubadala-in-talks-to-buy-canaccord-uk-wealth-unit Private Wealth Dailyen 2026-10-21T11:22:01.300Z Centerbridge and Mubadala in talks to buy Canaccord UK wealth unit https://www.privatewealthdaily.com/story/robertson-stephens-surpasses-10-billion-aum-with-milwaukee-s-alpha-investment-co Private Wealth Dailyen 2026-10-21T11:02:09.495Z Robertson Stephens surpasses $10 billion AUM with Milwaukee's Alpha Investment Consulting https://www.privatewealthdaily.com/story/centerbridge-and-mubadala-in-talks-for-canaccord-genuity-s-uk-wealth-unit-at-abo Private Wealth Dailyen 2026-10-21T09:30:12.252Z Centerbridge and Mubadala in talks to buy Canaccord UK wealth unit for about £1bn https://www.privatewealthdaily.com/story/brown-advisory-reports-3-5-million-sold-in-dra-xii-private-equity-fund Private Wealth Dailyen 2026-10-21T07:17:04.706Z Brown Advisory reports $3.5 million sold in DRA XII private equity fund https://www.privatewealthdaily.com/story/charles-schwab-expects-to-offer-long-short-sma-ceo-says Private Wealth Dailyen 2026-10-21T01:56:49.955Z Charles Schwab expects to offer long/short SMA, CEO says https://www.privatewealthdaily.com/story/lpl-and-broker-dealer-rivals-enter-ria-m-a-as-quarterly-deal-volume-falls-17 Private Wealth Dailyen 2026-10-20T22:19:45.477Z LPL and broker-dealer rivals push deeper into RIA M&A as third-quarter volume falls 17% https://www.privatewealthdaily.com/story/prudential-wealth-advisors-builds-centralized-recruiting-unit-for-2027 Private Wealth Dailyen 2026-10-20T22:15:01.578Z Prudential Wealth Advisors builds centralized recruiting unit for 2027 https://www.privatewealthdaily.com/story/wells-fargo-advisors-hires-morgan-stanley-s-eric-smith-in-naples Private Wealth Dailyen 2026-10-20T22:13:02.038Z Wells Fargo Advisors hires Morgan Stanley's Eric Smith in Naples https://www.privatewealthdaily.com/story/robertson-stephens-says-it-acquired-alpha-investment-consulting-lifting-aum-abov Private Wealth Dailyen 2026-10-20T20:52:37.475Z Robertson Stephens says it acquired Alpha Investment Consulting, lifting AUM above $10 billion https://www.privatewealthdaily.com/story/63-of-rias-use-ai-one-in-ten-has-fully-integrated-it-into-strategy Private Wealth Dailyen 2026-10-20T20:50:38.015Z 63% of RIAs use AI; one in ten has fully integrated it into strategy https://www.privatewealthdaily.com/story/mercer-global-advisors-completes-aspen-investing-direct-indexing-rollout-across- Private Wealth Dailyen 2026-10-20T20:35:39.091Z Mercer completes Aspen direct indexing rollout across more than 43,000 accounts https://www.privatewealthdaily.com/story/elevation-point-takes-minority-stake-in-750m-ex-ubs-team-truing-capital-advisors Private Wealth Dailyen 2026-10-20T19:15:31.972Z Elevation Point takes minority stake in $750M ex-UBS team Truing Capital Advisors https://www.privatewealthdaily.com/story/wealthspire-s-ground-control-acquires-london-s-atlantic-swiss-a-1b-wealth-manage Private Wealth Dailyen 2026-10-20T18:36:16.003Z Wealthspire's Ground Control buys London's Atlantic Swiss, a $1B wealth manager https://www.privatewealthdaily.com/story/wealthspire-s-ground-control-acquires-london-based-atlantic-swiss-a-1-billion-we Private Wealth Dailyen 2026-10-20T17:46:28.312Z Wealthspire's Ground Control acquires London-based Atlantic Swiss, a $1 billion wealth manager https://www.privatewealthdaily.com/story/beacon-pointe-closes-three-ria-deals-lifting-assets-under-advisement-to-about-70 Private Wealth Dailyen 2026-10-20T17:45:04.219Z Beacon Pointe closes three RIA deals, lifting assets under advisement to about $70 billion https://www.privatewealthdaily.com/story/plunkett-and-thomas-launch-iron-shore-wealth-strategies-in-fifth-avenue-financia Private Wealth Dailyen 2026-10-20T17:43:39.684Z Plunkett and Thomas launch Iron Shore Wealth Strategies in Fifth Avenue Financial tie-up https://www.privatewealthdaily.com/story/kestra-retirement-planning-group-and-raymond-james-financial-services-trail-lpl- Private Wealth Dailyen 2026-10-20T16:33:52.240Z Kestra, Retirement Planning Group and Raymond James Financial Services trail LPL in 30-day advisor events https://www.privatewealthdaily.com/story/osaic-recruits-icg-next-s-2-3-billion-new-jersey-team-from-lpl Private Wealth Dailyen 2026-10-20T16:25:06.493Z Osaic recruits ICG next's $2.3 billion New Jersey team from LPL https://www.privatewealthdaily.com/story/beacon-pointe-adds-1-35b-across-three-rias-passing-70b Private Wealth Dailyen 2026-10-20T16:24:42.877Z Beacon Pointe adds $1.35B across three RIAs, passing $70B https://www.privatewealthdaily.com/story/mercer-global-advisors-completes-aspen-investing-rollout-across-more-than-43-000 Private Wealth Dailyen 2026-10-20T16:24:28.976Z Mercer Global Advisors completes Aspen Investing rollout across more than 43,000 accounts https://www.privatewealthdaily.com/story/mercer-advisors-completes-aspen-investing-rollout-with-in-house-direct-indexing Private Wealth Dailyen 2026-10-20T15:32:24.956Z Mercer Advisors completes Aspen Investing rollout with in-house direct indexing https://www.privatewealthdaily.com/story/modern-wealth-acquires-4thgen-wealth-management-a-330m-lodi-ria Private Wealth Dailyen 2026-10-20T14:45:55.166Z Modern Wealth acquires 4thGEN Wealth Management, a $330M Lodi RIA https://www.privatewealthdaily.com/story/robertson-stephens-buys-alpha-investment-consulting-group-says-assets-now-top-10 Private Wealth Dailyen 2026-10-20T14:10:14.941Z Robertson Stephens acquires Alpha, lifting its assets past $10 billion https://www.privatewealthdaily.com/story/robertson-stephens-combines-with-alpha-investment-consulting-passes-10-billion-i Private Wealth Dailyen 2026-10-20T14:05:39.650Z Robertson Stephens combines with Alpha Investment Consulting, passes $10 billion in client assets https://www.privatewealthdaily.com/story/atreides-management-files-four-lookfar-private-equity-series-reporting-0-sold Private Wealth Dailyen 2026-10-20T13:25:25.294Z Atreides Lookfar files Form Ds for four series, each reporting $0 sold https://www.privatewealthdaily.com/story/phil-scott-and-jim-atwood-launch-18-6b-ria-latigo-peak-as-bofa-downgrades-amerip Private Wealth Dailyen 2026-10-20T12:22:53.373Z Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise https://www.privatewealthdaily.com/story/long-arc-capital-names-robertson-stephens-coo-vikram-chugh-as-circleblack-ceo Private Wealth Dailyen 2026-10-20T12:10:45.625Z Long Arc Capital names Robertson Stephens COO Vikram Chugh as CircleBlack CEO https://www.privatewealthdaily.com/story/bank-of-america-downgrades-ameriprise-over-the-cost-of-retention-bonuses Private Wealth Dailyen 2026-10-20T11:45:28.653Z Bank of America downgrades Ameriprise over the cost of retention bonuses https://www.privatewealthdaily.com/story/phil-scott-and-jim-atwood-launch-18-6b-ria-latigo-peak-in-palm-beach-gardens Private Wealth Dailyen 2026-10-20T11:44:31.073Z Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak in Palm Beach Gardens https://www.privatewealthdaily.com/story/sifma-kpmg-survey-gen-z-trust-in-ai-only-advice-falls-to-10 Private Wealth Dailyen 2026-10-20T11:43:38.393Z Sifma-KPMG survey: Gen Z trust in AI-only advice falls to 10% https://www.privatewealthdaily.com/story/boston-consulting-group-ranks-financial-services-among-most-ai-exposed-sectors Private Wealth Dailyen 2026-10-20T11:43:10.264Z Boston Consulting Group ranks financial services among most AI-exposed sectors https://www.privatewealthdaily.com/story/icg-next-leaves-lpl-for-osaic-with-2-3b-and-acquisition-plans Private Wealth Dailyen 2026-10-20T11:42:49.447Z ICG Next leaves LPL for Osaic with $2.3B and acquisition plans https://www.privatewealthdaily.com/story/rockefeller-family-dynamics-head-says-heirs-need-preparation-not-just-documents Private Wealth Dailyen 2026-10-20T11:42:18.545Z Rockefeller family-dynamics head says heirs need preparation, not just documents https://www.privatewealthdaily.com/story/circleblack-names-robertson-stephens-coo-vikram-chugh-as-ceo Private Wealth Dailyen 2026-10-20T11:41:56.739Z CircleBlack names Robertson Stephens COO Vikram Chugh as CEO https://www.privatewealthdaily.com/story/focus-names-nevis-enterprise-ai-platform-starting-with-account-opening Private Wealth Dailyen 2026-10-20T01:39:44.292Z Focus names Nevis enterprise AI platform, starting with account opening https://www.privatewealthdaily.com/story/partners-adds-323m-oklahoma-practice-ep-wealth-hires-denver-advisor Private Wealth Dailyen 2026-10-19T20:38:36.903Z &Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor https://www.privatewealthdaily.com/story/fidelity-s-100m-custody-minimum-leaves-706-of-986-rias-below-it-pwd-reports Private Wealth Dailyen 2026-10-19T20:35:01.893Z Fidelity's $100M custody minimum leaves 706 of 986 RIAs below it, PWD reports https://www.privatewealthdaily.com/story/jim-atwood-and-phil-scott-leave-jpmorgan-to-launch-18-6b-ria-latigo-peak Private Wealth Dailyen 2026-10-19T19:46:55.652Z Jim Atwood and Phil Scott leave JPMorgan to launch $18.6B RIA Latigo Peak https://www.privatewealthdaily.com/story/danish-regulator-clears-jyske-bank-s-formuepleje-and-fp-kapital-deals Private Wealth Dailyen 2026-10-19T19:00:11.640Z Danish regulator clears Jyske Bank's Formuepleje and FP Kapital deals https://www.privatewealthdaily.com/story/hb-wealth-and-ep-wealth-dealmakers-say-cost-of-capital-not-midterms-moves-valuat Private Wealth Dailyen 2026-10-19T18:42:57.107Z HB Wealth and EP Wealth dealmakers say cost of capital, not midterms, moves valuations https://www.privatewealthdaily.com/story/everwind-and-anthropic-announce-5-6-billion-deal-monday Private Wealth Dailyen 2026-10-19T18:35:46.112Z EverWind and Anthropic announce $5.6 billion deal Monday https://www.privatewealthdaily.com/story/schwab-reports-record-24-billion-managed-investing-flows-as-it-develops-propriet Private Wealth Dailyen 2026-10-19T16:33:45.785Z Schwab reports record $24 billion managed investing flows as it develops proprietary long-short strategy https://www.privatewealthdaily.com/story/phil-scott-and-jim-atwood-leave-j-p-morgan-advisors-to-launch-18-6b-latigo-peak- Private Wealth Dailyen 2026-10-19T16:33:02.744Z Scott and Atwood leave J.P. Morgan Advisors, where they managed $18.6B, to launch Latigo Peak Partners https://www.privatewealthdaily.com/story/fidelity-s-100m-custody-minimum-applies-to-986-ria-relationships-706-fall-short Private Wealth Dailyen 2026-10-19T16:29:30.951Z Fidelity's $100M custody minimum applies to 986 RIA relationships; 706 fall short https://www.privatewealthdaily.com/story/rockefeller-adds-992-million-truist-team-in-naples Private Wealth Dailyen 2026-10-19T16:29:12.332Z Rockefeller adds $992 million Truist team in Naples https://www.privatewealthdaily.com/story/ascensus-routes-flagged-401-k-participants-to-the-plan-s-own-advisor Private Wealth Dailyen 2026-10-19T13:37:19.397Z Ascensus routes flagged 401(k) participants to the plan’s own advisor https://www.privatewealthdaily.com/story/danish-regulator-clears-jyske-bank-s-acquisition-of-formuepleje Private Wealth Dailyen 2026-10-19T13:33:47.808Z Danish regulator clears Jyske Bank's acquisition of Formuepleje https://www.privatewealthdaily.com/story/danish-regulator-clears-jyske-bank-s-acquisition-of-fp-kapital Private Wealth Dailyen 2026-10-19T13:33:03.086Z Danish regulator clears Jyske Bank's acquisition of FP Kapital https://www.privatewealthdaily.com/story/lpl-adds-5-4-billion-in-advisor-teams-indivisible-recruits-1-1-billion-rbc-group Private Wealth Dailyen 2026-10-19T13:06:24.781Z LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group