https://www.privatewealthdaily.com/story/apella-acquires-261m-blue-spark-capital-advisors-waverly-adds-151m-oregon-ria Private Wealth Dailyen 2026-10-16T20:55:47.487Z Apella acquires $261M Blue Spark; Waverly acquires $151M MCS Family Wealth Advisors https://www.privatewealthdaily.com/story/s-p-custodian-referrals-made-up-roughly-half-of-mercer-advisors-first-half-net-n Private Wealth Dailyen 2026-10-16T20:36:23.455Z S&P: Custodian referrals supplied about half of Mercer's first-half net new assets https://www.privatewealthdaily.com/story/ameriprise-recruits-three-rbc-teams-with-nearly-1-2b-and-wells-adds-nearly-900m Private Wealth Dailyen 2026-10-16T20:15:50.852Z Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M https://www.privatewealthdaily.com/story/fifth-third-wealth-advisors-cio-chris-osmond-overweights-real-assets-as-growth-a Private Wealth Dailyen 2026-10-16T20:12:55.065Z Fifth Third Wealth Advisors CIO Chris Osmond overweights real assets as growth and inflation rise https://www.privatewealthdaily.com/story/janney-opens-houston-office-with-3-5b-raymond-james-team Private Wealth Dailyen 2026-10-16T19:20:08.956Z Janney opens Houston office with $3.5B Raymond James team https://www.privatewealthdaily.com/story/s-p-mercer-got-roughly-half-of-first-half-2026-net-new-assets-from-custodian-ref Private Wealth Dailyen 2026-10-16T19:20:05.735Z S&P: Mercer got roughly half of first-half 2026 net new assets from custodian referrals https://www.privatewealthdaily.com/story/five-teams-move-8-66-billion-from-bank-and-brokerage-employers-to-independent-pl Private Wealth Dailyen 2026-10-16T19:07:13.761Z HighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion https://www.privatewealthdaily.com/story/trust-will-launches-nevada-chartered-trust-company-for-sub-10-million-estates Private Wealth Dailyen 2026-10-16T18:35:06.727Z Trust & Will launches Nevada-chartered trust company for sub-$10 million estates https://www.privatewealthdaily.com/story/ox-road-capital-reports-1-1-billion-and-93-retention-225-days-after-ubs-exit Private Wealth Dailyen 2026-10-16T16:36:30.819Z Ox Road Capital reports $1.1 billion and 93% retention 225 days after UBS exit https://www.privatewealthdaily.com/story/xypn-opens-president-search-as-vince-hockett-set-to-retire-in-spring-2027 Private Wealth Dailyen 2026-10-16T16:18:44.002Z XYPN opens president search as Vince Hockett set to retire in spring 2027 https://www.privatewealthdaily.com/story/janney-opens-houston-office-with-four-advisors-from-raymond-james Private Wealth Dailyen 2026-10-16T15:40:23.879Z Janney opens Houston office with four advisors from Raymond James https://www.privatewealthdaily.com/story/xypn-opens-president-search-as-vince-hockett-plans-spring-2027-retirement-u4yb Private Wealth Dailyen 2026-10-16T15:39:28.262Z XYPN opens president search as Vince Hockett plans spring 2027 retirement https://www.privatewealthdaily.com/story/evergreen-ai-study-advised-investors-act-on-unverified-ai-answers-nearly-triple- Private Wealth Dailyen 2026-10-16T14:19:53.355Z Evergreen.ai study: advised AI users act unchecked at nearly triple unadvised rate https://www.privatewealthdaily.com/story/xypn-opens-president-search-as-vince-hockett-plans-spring-2027-retirement Private Wealth Dailyen 2026-10-16T13:30:24.002Z XYPN opens president search as Vince Hockett plans spring 2027 retirement https://www.privatewealthdaily.com/story/cantor-income-trust-fills-27-of-september-repurchase-requests-cliffwater-caps-q3 Private Wealth Dailyen 2026-10-16T13:10:30.986Z Cantor Income Trust fills 27% of September repurchase requests; Cliffwater caps Q3 at 5% https://www.privatewealthdaily.com/story/schwab-s-ria-long-short-margin-loans-average-51-4-billion-massmutual-adds-securi Private Wealth Dailyen 2026-10-16T11:20:21.153Z Schwab's RIA long-short margin loans average $51.4 billion; MassMutual adds securities-backed credit https://www.privatewealthdaily.com/story/family-office-q3-deal-capital-totals-68-3-billion-with-wealth-management-consoli Private Wealth Dailyen 2026-10-16T11:18:46.598Z Family-office Q3 deal capital totals $68.3 billion, with wealth-management consolidation among dominant themes https://www.privatewealthdaily.com/story/merrill-adds-1-2b-ubs-advisory-team-in-santa-fe Private Wealth Dailyen 2026-10-16T08:57:33.435Z Merrill adds $1.2B UBS advisory team in Santa Fe https://www.privatewealthdaily.com/story/schwab-reports-record-190-4-billion-net-new-assets-and-touts-all-size-ria-custod Private Wealth Dailyen 2026-10-15T23:57:07.854Z Schwab reports record $190.4 billion net new assets and touts all-size RIA custody https://www.privatewealthdaily.com/story/schwab-advisor-services-adds-120-1-billion-in-q3-net-new-assets Private Wealth Dailyen 2026-10-15T21:40:45.696Z Schwab Advisor Services adds $120.1 billion in Q3 net new assets https://www.privatewealthdaily.com/story/mercer-advisors-refinances-1-9b-into-first-syndicated-loan Private Wealth Dailyen 2026-10-15T20:52:08.410Z Mercer Advisors refinances $1.9B into first syndicated loan https://www.privatewealthdaily.com/story/former-ubs-leaders-glassel-and-fox-join-partners-ballast-rock-hires-deann-cross Private Wealth Dailyen 2026-10-15T18:41:20.105Z Former UBS leaders Glassel and Fox to join &Partners; Ballast Rock hires Deann Cross https://www.privatewealthdaily.com/story/ria-deal-volume-falls-17-in-q3-as-mega-sellers-set-a-record Private Wealth Dailyen 2026-10-15T18:38:49.720Z RIA deal volume falls 17% in Q3 as mega sellers set a record https://www.privatewealthdaily.com/story/cohnreznick-to-add-aldrich-s-8b-wealth-practice-in-mid-december-deal Private Wealth Dailyen 2026-10-15T18:33:24.556Z CohnReznick to add Aldrich's $8B wealth practice in mid-December deal https://www.privatewealthdaily.com/story/advisor-moves-outnumber-breakaways-about-17-to-1-in-our-30-day-count Private Wealth Dailyen 2026-10-15T16:34:47.766Z Advisor moves outnumber breakaways about 17 to 1 in our 30-day count https://www.privatewealthdaily.com/story/schwab-names-wealth-advice-a-growth-area-as-advisory-net-flows-rise-55 Private Wealth Dailyen 2026-10-15T15:38:40.427Z Schwab names wealth advice a growth area as advisory net flows rise 55% https://www.privatewealthdaily.com/story/massmutual-launches-securities-backed-credit-line-with-supernova-as-lender Private Wealth Dailyen 2026-10-15T14:59:47.136Z MassMutual launches securities-backed credit line with Supernova as lender https://www.privatewealthdaily.com/story/q3-ria-deal-counts-fall-at-devoe-piper-sandler-and-fintrx Private Wealth Dailyen 2026-10-15T14:18:43.767Z Q3 RIA deal counts fall at DeVoe, Piper Sandler and Fintrx https://www.privatewealthdaily.com/story/ox-road-capital-crossed-1b-in-225-days-after-leaving-ubs-with-no-client-data Private Wealth Dailyen 2026-10-15T14:11:36.810Z Ox Road Capital crossed $1B in 225 days after leaving UBS with no client data https://www.privatewealthdaily.com/story/former-vestgen-ceo-josh-gerry-launches-valla-wealth-under-invictus Private Wealth Dailyen 2026-10-15T14:09:31.872Z Former VestGen CEO Josh Gerry launches Valla Wealth under Invictus https://www.privatewealthdaily.com/story/deann-cross-joins-ballast-rock-private-wealth-as-senior-wealth-advisor Private Wealth Dailyen 2026-10-15T14:08:50.094Z Deann Cross joins Ballast Rock Private Wealth as senior wealth advisor https://www.privatewealthdaily.com/story/mercer-advisors-closes-1-9b-refinancing-its-first-syndicated-loan Private Wealth Dailyen 2026-10-15T13:04:10.540Z Mercer Advisors closes $1.9B refinancing, its first syndicated loan https://www.privatewealthdaily.com/story/evertern-wealth-sends-partners-to-multi-state-families Private Wealth Dailyen 2026-10-15T11:53:24.705Z Evertern Wealth sends partners to multi-state families https://www.privatewealthdaily.com/story/atlasclear-signs-definitive-agreement-for-ark-financial-services-completes-24-9- Private Wealth Dailyen 2026-10-15T11:53:10.011Z AtlasClear signs definitive agreement for Ark Financial Services, completes 24.9% purchase https://www.privatewealthdaily.com/story/altrata-puts-us-ultra-wealthy-giving-at-107bn-for-2025 Private Wealth Dailyen 2026-10-15T11:51:56.467Z Altrata puts US ultra-wealthy giving at $107bn for 2025 https://www.privatewealthdaily.com/story/captrust-adds-3b-truist-team-chris-hoge-says-equity-part-of-deal Private Wealth Dailyen 2026-10-15T11:22:17.223Z Captrust adds $3B Truist team; Chris Hoge says equity part of deal https://www.privatewealthdaily.com/story/sei-names-kristie-edling-day-chief-information-officer-hiring-from-lpl Private Wealth Dailyen 2026-10-15T10:26:30.351Z SEI names Kristie Edling-Day chief information officer, hiring from LPL https://www.privatewealthdaily.com/story/merrill-adds-1-2b-ubs-team-in-santa-fe Private Wealth Dailyen 2026-10-15T08:44:08.937Z Merrill adds $1.2B UBS team in Santa Fe