https://www.privatewealthdaily.com/story/the-platform-arms-race-turns-to-software-and-services Private Wealth Dailyen 2026-08-19T18:37:25.900Z The platform arms race turns to software and services https://www.privatewealthdaily.com/story/louis-barajas-listen-first-products-later-for-underserved-clients Private Wealth Dailyen 2026-08-19T17:26:00.964Z Louis Barajas: listen first, products later, for underserved clients https://www.privatewealthdaily.com/story/wealthreach-s-1m-seed-targets-advisor-search-visibility Private Wealth Dailyen 2026-08-19T17:22:49.105Z WealthReach's $1M seed targets advisor search visibility https://www.privatewealthdaily.com/story/highwater-s-2-4b-u-s-bank-team-lands-on-lpl-via-quotient Private Wealth Dailyen 2026-08-19T17:20:42.134Z HighWater's $2.4B U.S. Bank team lands on LPL via Quotient https://www.privatewealthdaily.com/story/social-security-s-2032-math-rewrites-retirement-plans Private Wealth Dailyen 2026-08-19T17:10:30.923Z Social Security's 2032 math rewrites retirement plans https://www.privatewealthdaily.com/story/eagle-point-writes-1-3-billion-mezzanine-loan-for-anthropic-data-center Private Wealth Dailyen 2026-08-19T16:59:46.025Z Eagle Point commits $1.3 billion mezzanine to Anthropic data center https://www.privatewealthdaily.com/story/cfp-board-s-rollover-guide-turns-fiduciary-duty-into-a-checklist Private Wealth Dailyen 2026-08-19T16:41:00.869Z CFP Board's rollover guide turns fiduciary duty into a checklist https://www.privatewealthdaily.com/story/the-vacation-home-is-the-succession-conversation-clients-skip Private Wealth Dailyen 2026-08-19T16:33:09.152Z The vacation home is the succession conversation clients skip https://www.privatewealthdaily.com/story/the-644-million-tuck-in-that-explains-the-ria-record Private Wealth Dailyen 2026-08-19T15:41:46.895Z A founder exit: Wealth Enhancement buys Weinand's $644M https://www.privatewealthdaily.com/story/ex-morgan-stanley-advisor-says-firm-retaliated-over-bias-complaint Private Wealth Dailyen 2026-08-19T15:41:40.658Z Ex-Morgan Stanley advisor says firm retaliated over bias complaint https://www.privatewealthdaily.com/story/the-bedsore-approach-to-retirement-marketing Private Wealth Dailyen 2026-08-19T15:41:40.658Z The bedsore approach to retirement marketing https://www.privatewealthdaily.com/story/carson-hires-former-osaic-recruiting-exec-to-lead-independent-channel Private Wealth Dailyen 2026-08-19T15:41:38.432Z Carson taps ex-Osaic exec Peterson to lead independent recruiting https://www.privatewealthdaily.com/story/georgia-advisor-gets-20-years-for-400-million-ponzi Private Wealth Dailyen 2026-08-19T15:41:38.432Z Georgia advisor gets 20 years for $400 million Ponzi https://www.privatewealthdaily.com/story/drive-planning-founder-and-ceo-gets-20-years-for-a-380-million-ponzi-scheme Private Wealth Dailyen 2026-08-19T15:41:33.529Z Drive Planning founder and CEO gets 20 years for a $380 million Ponzi scheme https://www.privatewealthdaily.com/story/sec-s-ai-exam-is-a-governance-audit Private Wealth Dailyen 2026-08-19T15:41:25.182Z SEC's AI exam is a governance audit https://www.privatewealthdaily.com/story/siebert-signs-10-year-fusioniq-deal-in-shift-from-vendor-to-co-developer Private Wealth Dailyen 2026-08-19T15:41:25.182Z Siebert deepens FusionIQ investment with 10-year pact https://www.privatewealthdaily.com/story/arax-uses-kate-johnson-s-philanthropy-award-as-a-recruiting-proof-point Private Wealth Dailyen 2026-08-19T15:41:25.182Z Arax uses Kate Johnson's philanthropy award as a recruiting proof point https://www.privatewealthdaily.com/story/ai-drafts-humans-decide-the-new-advice-divide Private Wealth Dailyen 2026-08-19T15:40:59.734Z AI drafts, humans decide: the new advice divide https://www.privatewealthdaily.com/story/four-independent-firms-land-advisor-teams-in-one-week Private Wealth Dailyen 2026-08-19T15:40:59.734Z LPL, Cetera, Raymond James, NewEdge add advisor teams https://www.privatewealthdaily.com/story/july-cfp-exam-draws-record-turnout-pay-premium-grows Private Wealth Dailyen 2026-08-19T14:54:39.169Z July CFP exam draws record turnout; pay premium grows https://www.privatewealthdaily.com/story/diversify-adds-texas-and-boston-practices-crossing-14b Private Wealth Dailyen 2026-08-19T14:53:47.577Z Diversify adds Texas and Boston practices, crosses $14B https://www.privatewealthdaily.com/story/arbo-buys-cone-cpa-to-pair-tax-and-cfo-services-with-its-compliance-engine Private Wealth Dailyen 2026-08-19T14:49:52.895Z Arbo buys Cone CPA, adding tax and CFO services https://www.privatewealthdaily.com/story/schwab-ceo-ties-record-ria-quarter-to-fidelity-long-short-retreat Private Wealth Dailyen 2026-08-19T13:58:40.258Z Schwab CEO credits Fidelity retreat for record RIA inflows https://www.privatewealthdaily.com/story/blackstone-sells-breit-s-easiest-exit-to-fund-its-longest-bet Private Wealth Dailyen 2026-08-19T13:50:20.680Z Blackstone sells BREIT's easiest exit to fund its longest bet https://www.privatewealthdaily.com/story/crowd-street-and-equity-trust-ease-retirement-money-into-private-markets Private Wealth Dailyen 2026-08-19T13:20:29.138Z Crowd Street and Equity Trust shorten the retirement route to private funds https://www.privatewealthdaily.com/story/wealth-s-talent-war-moves-to-the-c-suite Private Wealth Dailyen 2026-08-19T11:34:01.416Z Wealth's talent war moves to the C-suite https://www.privatewealthdaily.com/story/stratos-wealth-s-12th-sei-era-deal-adds-400m-illinois-partner Private Wealth Dailyen 2026-08-19T11:01:19.518Z Stratos Wealth's 12th SEI-era deal adds $400M Illinois partner https://www.privatewealthdaily.com/story/kestra-hires-blackrock-s-kelly-apple-to-lead-wealth-management Private Wealth Dailyen 2026-08-19T10:13:26.471Z Kestra hires BlackRock's Kelly Apple to lead wealth management https://www.privatewealthdaily.com/story/uc-investments-sells-1-billion-private-equity-block-to-harbourvest Private Wealth Dailyen 2026-08-19T09:28:13.098Z UC Investments sells $1 billion private equity block to HarbourVest https://www.privatewealthdaily.com/story/invesco-puts-a-cio-at-the-center-of-its-custom-solutions-bet Private Wealth Dailyen 2026-08-19T09:25:09.052Z Invesco puts a CIO at the center of its custom solutions bet https://www.privatewealthdaily.com/story/conte-wealth-leaves-cambridge-for-lpl-with-1-4-billion Private Wealth Dailyen 2026-08-19T08:40:08.768Z Conte Wealth leaves Cambridge for LPL with $1.4 billion https://www.privatewealthdaily.com/story/cohen-steers-new-realty-fund-takes-in-50m Private Wealth Dailyen 2026-08-19T07:13:51.062Z Cohen & Steers' new realty fund takes in $50M https://www.privatewealthdaily.com/story/avenir-growth-fund-closes-at-48-9-million-in-eight-days Private Wealth Dailyen 2026-08-19T07:12:55.520Z Avenir Growth fund closes at $48.9 million in eight days https://www.privatewealthdaily.com/story/jr-wealth-management-adds-a-reputation-defense-service Private Wealth Dailyen 2026-08-18T21:54:10.370Z JR Wealth Management adds online reputation defense https://www.privatewealthdaily.com/story/advisorfinder-intelligence-grades-how-rias-show-up-in-ai-answers Private Wealth Dailyen 2026-08-18T21:15:22.371Z AdvisorFinder Intelligence grades RIAs' AI visibility https://www.privatewealthdaily.com/story/edward-jones-takes-hybrid-platform-direct-to-next-gen-investors Private Wealth Dailyen 2026-08-18T21:09:57.704Z Edward Jones takes hybrid platform direct to next-gen investors https://www.privatewealthdaily.com/story/managed-accounts-become-the-private-markets-front-door Private Wealth Dailyen 2026-08-18T20:40:17.417Z Managed accounts become the private-markets front door https://www.privatewealthdaily.com/story/mai-s-double-ria-deal-is-a-bet-on-geography Private Wealth Dailyen 2026-08-18T20:33:29.812Z MAI's double RIA deal is a bet on geography https://www.privatewealthdaily.com/story/schwab-and-morgan-stanley-push-managed-accounts-into-awkward-territory Private Wealth Dailyen 2026-08-18T20:08:28.810Z Schwab and Morgan Stanley push managed accounts into awkward territory https://www.privatewealthdaily.com/story/security-benefit-s-blueprint-annuity-lands-on-barron-s-2026-best-list Private Wealth Dailyen 2026-08-18T20:08:28.810Z Security Benefit's Blueprint annuity lands on Barron's 2026 best list https://www.privatewealthdaily.com/story/siebert-and-unusual-whales-to-build-etfs-from-market-data Private Wealth Dailyen 2026-08-18T20:08:28.810Z Siebert and Unusual Whales to build ETFs from market data https://www.privatewealthdaily.com/story/citi-wealth-taps-j-p-morgan-trusts-chief-for-global-planning-role Private Wealth Dailyen 2026-08-18T20:08:28.810Z Citi Wealth hires J.P. Morgan trusts chief for global planning role https://www.privatewealthdaily.com/story/specialty-evergreen-structures-are-outgrowing-interval-fund-staples Private Wealth Dailyen 2026-08-18T20:08:28.810Z Specialty evergreen structures are outgrowing interval-fund staples https://www.privatewealthdaily.com/story/confluence-s-point-targets-the-manual-check-that-follows-automated-reporting Private Wealth Dailyen 2026-08-18T20:08:28.810Z Confluence launches POINT to cut manual report-validation work https://www.privatewealthdaily.com/story/lpl-recruits-160m-edward-jones-advisor-chris-stockton Private Wealth Dailyen 2026-08-18T20:08:28.810Z LPL recruits $160M Edward Jones advisor Chris Stockton https://www.privatewealthdaily.com/story/trust-decides-who-gets-to-deploy-ai-in-wealth-management Private Wealth Dailyen 2026-08-18T20:08:28.810Z Trust decides who gets to deploy AI in wealth management https://www.privatewealthdaily.com/story/st-louis-firm-leaves-lpl-for-osaic-with-250-million Private Wealth Dailyen 2026-08-18T20:08:28.810Z O'Reilly family practice leaves LPL for Osaic with $250 million https://www.privatewealthdaily.com/story/wealth-enhancement-acquires-a-644-million-olympia-ria Private Wealth Dailyen 2026-08-18T20:08:28.810Z Wealth Enhancement buys a $644 million Washington State tuck-in https://www.privatewealthdaily.com/story/ai-forces-the-data-warehousing-question-at-rias Private Wealth Dailyen 2026-08-18T19:51:41.527Z AI forces the data-warehousing question at RIAs https://www.privatewealthdaily.com/story/edward-jones-s-quicken-stake-targets-the-planner-s-oldest-problem Private Wealth Dailyen 2026-08-18T19:40:29.106Z Edward Jones's Quicken stake attacks the planner's organizing problem https://www.privatewealthdaily.com/story/two-veteran-wells-fargo-teams-take-580m-to-ameriprise-and-janney Private Wealth Dailyen 2026-08-18T19:33:29.856Z Two veteran Wells Fargo teams take $580M to Ameriprise and Janney https://www.privatewealthdaily.com/story/invesco-unifies-custom-strategies-across-public-and-private-markets Private Wealth Dailyen 2026-08-18T19:32:31.287Z Invesco unifies custom strategies across public and private markets https://www.privatewealthdaily.com/story/carlyle-backed-mai-buys-two-rias-and-enters-atlanta Private Wealth Dailyen 2026-08-18T19:22:29.422Z Carlyle-backed MAI buys two RIAs and enters Atlanta https://www.privatewealthdaily.com/story/private-markets-gateways-become-a-global-land-grab Private Wealth Dailyen 2026-08-18T19:10:27.382Z Private-markets gateways become a global land grab https://www.privatewealthdaily.com/story/conte-wealth-moves-1-4-billion-from-cambridge-to-lpl Private Wealth Dailyen 2026-08-18T19:06:08.994Z Conte Wealth moves $1.4 billion from Cambridge to LPL https://www.privatewealthdaily.com/story/carson-taps-osaic-s-peterson-to-lead-independent-channel Private Wealth Dailyen 2026-08-18T19:03:31.563Z Carson hires Osaic's Peterson to lead independent channel https://www.privatewealthdaily.com/story/two-longtime-ubs-advisors-launch-naples-ria-after-a-two-and-a-half-year-delibera Private Wealth Dailyen 2026-08-18T18:49:57.724Z Two UBS veterans launch Naples RIA after two-and-a-half-year process https://www.privatewealthdaily.com/story/vanguard-bends-to-rias-and-john-bogle-s-ghost-winces Private Wealth Dailyen 2026-08-18T18:32:58.326Z Vanguard bends to RIAs, and John Bogle's ghost winces https://www.privatewealthdaily.com/story/etf-launches-fail-from-a-trust-deficit Private Wealth Dailyen 2026-08-18T16:47:12.750Z ETF launches fail from a trust deficit https://www.privatewealthdaily.com/story/direct-deals-define-the-newest-family-offices Private Wealth Dailyen 2026-08-18T15:02:34.612Z Direct deals define the newest family offices https://www.privatewealthdaily.com/story/nbpe-cancels-another-buyback-tranche-cutting-its-share-count-to-39-918-190 Private Wealth Dailyen 2026-08-18T10:36:30.424Z Neuberger Private Equity Partners cancels buyback tranche, shares now 39,918,190 https://www.privatewealthdaily.com/story/mai-buys-490m-waypoint-to-enter-atlanta Private Wealth Dailyen 2026-08-18T10:36:30.424Z MAI buys $490M Waypoint to enter Atlanta https://www.privatewealthdaily.com/story/brightstar-and-coatue-file-initial-private-equity-fund-forms Private Wealth Dailyen 2026-08-18T10:36:30.424Z Brightstar and Coatue file private equity fund forms https://www.privatewealthdaily.com/story/khanna-s-loan-for-shares-tax-plan-draws-cuban-insane-blast Private Wealth Dailyen 2026-08-18T09:38:26.348Z Khanna's loan-for-shares tax plan draws Cuban 'insane' blast https://www.privatewealthdaily.com/story/de-leon-brings-patient-capital-to-ria-minority-stakes Private Wealth Dailyen 2026-08-18T09:38:26.348Z De Leon brings patient capital to RIA minority stakes https://www.privatewealthdaily.com/story/j-p-morgan-brings-its-institutional-private-equity-strategy-to-australian-wealth Private Wealth Dailyen 2026-08-18T09:18:27.058Z J.P. Morgan brings its institutional private equity strategy to Australian wealth clients https://www.privatewealthdaily.com/story/private-credit-funds-return-to-the-investment-grade-bond-market Private Wealth Dailyen 2026-08-18T07:16:06.312Z Private credit funds return to investment-grade bond market https://www.privatewealthdaily.com/story/finra-asks-sec-to-double-fraud-hold-window-to-10-business-days Private Wealth Dailyen 2026-08-18T07:16:06.312Z FINRA asks SEC to double fraud-hold window to 10 business days https://www.privatewealthdaily.com/story/maine-leads-a-state-by-state-wealth-transfer-ranking Private Wealth Dailyen 2026-08-18T07:16:06.312Z Maine leads a state-by-state wealth transfer ranking https://www.privatewealthdaily.com/story/exit-plans-break-when-value-liquidity-and-succession-run-on-separate-clocks Private Wealth Dailyen 2026-08-18T07:16:06.312Z Exit plans break when value, liquidity, and succession run on separate clocks https://www.privatewealthdaily.com/story/smas-reach-3-6-trillion-as-advice-goes-fee-based Private Wealth Dailyen 2026-08-18T07:16:06.312Z Retail SMAs on pace for $3.6 trillion by 2026