https://www.privatewealthdaily.com/story/pontera-reframes-itself-as-ai-agent-gatekeeper-as-schwab-readies-charley-agents Private Wealth Dailyen 2026-10-01T01:43:33.579Z Pontera reframes itself as AI-agent gatekeeper as Schwab readies Charley agents https://www.privatewealthdaily.com/story/hightower-agrees-to-buy-752m-sandy-cove-for-its-w-2-channel Private Wealth Dailyen 2026-09-30T21:58:59.584Z Hightower agrees to buy $752M Sandy Cove for its W-2 channel https://www.privatewealthdaily.com/story/t-rowe-s-wyatt-lee-says-private-credit-is-becoming-a-big-piece-of-annuities Private Wealth Dailyen 2026-09-30T21:15:03.672Z T. Rowe's Wyatt Lee says private credit is becoming a big piece of annuities https://www.privatewealthdaily.com/story/sec-asks-whether-a-cfp-or-cpa-should-count-as-an-accredited-investor Private Wealth Dailyen 2026-09-30T21:13:42.967Z SEC asks whether a CFP or CPA should count as an accredited investor https://www.privatewealthdaily.com/story/mondevo-opens-ittikar-family-office-capital-network-beyond-its-100-founding-memb Private Wealth Dailyen 2026-09-30T21:13:05.293Z Mondevo opens Ittikar family-office capital network beyond its 100 founding members https://www.privatewealthdaily.com/story/merchant-s-255-9-million-ironbark-stake-puts-ai-in-the-capital-plan Private Wealth Dailyen 2026-09-30T20:38:09.008Z Merchant's $255.9 million Ironbark stake puts AI in the capital plan https://www.privatewealthdaily.com/story/merchant-takes-255-9-million-stake-in-97-billion-australian-wealth-firm-ironbark Private Wealth Dailyen 2026-09-30T19:40:50.868Z Merchant takes $255.9 million stake in $97 billion Australian wealth firm Ironbark https://www.privatewealthdaily.com/story/wealth-enhancement-agrees-to-buy-rwa-wealth-partners-a-22-billion-boston-ria Private Wealth Dailyen 2026-09-30T18:20:38.751Z Wealth Enhancement agrees to buy RWA Wealth Partners, a $22 billion Boston RIA https://www.privatewealthdaily.com/story/irs-guidance-targets-quick-redemptions-in-section-351-etf-seeding Private Wealth Dailyen 2026-09-30T18:10:50.574Z IRS guidance targets quick redemptions in Section 351 ETF seeding https://www.privatewealthdaily.com/story/ubs-s-1-3-billion-cullman-holt-team-leaves-for-wells-fargo-s-finet Private Wealth Dailyen 2026-09-30T17:28:52.832Z UBS's $1.3 billion Cullman/Holt team leaves for Wells Fargo's FiNet https://www.privatewealthdaily.com/story/ten-ubs-advisors-re-register-at-frost-investment-services-in-21-days Private Wealth Dailyen 2026-09-30T17:08:25.994Z Ten UBS advisors re-register at Frost Investment Services in 21 days https://www.privatewealthdaily.com/story/wealth-enhancement-agrees-to-acquire-22-46b-rwa-wealth-partners Private Wealth Dailyen 2026-09-30T16:55:24.979Z Wealth Enhancement agrees to acquire RWA Wealth Partners, a $22.46 billion Boston RIA https://www.privatewealthdaily.com/story/insight-capital-solutions-names-allan-umans-president-of-harbor-capital-material Private Wealth Dailyen 2026-09-30T16:48:28.007Z Insight Capital Solutions names Allan Umans president of Harbor Capital and Insight Material Handling https://www.privatewealthdaily.com/story/kasner-estate-planning-symposium-details-ai-liability-duties-and-hard-to-value-g Private Wealth Dailyen 2026-09-30T16:47:38.180Z Kasner estate-planning symposium turns AI use into a professional-responsibility question https://www.privatewealthdaily.com/story/sec-proposes-letting-advisers-charge-up-to-20-performance-fees-on-private-funds Private Wealth Dailyen 2026-09-30T16:46:51.329Z SEC proposes letting advisers charge up to 20% performance fees on private funds https://www.privatewealthdaily.com/story/missionsquare-s-two-arms-log-190-advisor-moves-in-one-month Private Wealth Dailyen 2026-09-30T16:41:31.177Z MissionSquare's two arms log 190 advisor moves in one month https://www.privatewealthdaily.com/story/edward-jones-builds-ai-retirement-plan-tool-with-aboon-and-rpag Private Wealth Dailyen 2026-09-30T13:50:53.949Z Edward Jones to develop retirement plan tool with Aboon and RPAG https://www.privatewealthdaily.com/story/lpl-recruits-lakewood-wealth-management-s-three-advisors-from-cambridge Private Wealth Dailyen 2026-09-30T13:49:18.948Z LPL recruits Lakewood Wealth Management's three advisors from Cambridge https://www.privatewealthdaily.com/story/carson-group-adds-a-120-million-ohio-team-as-mesirow-hires-mark-nichol Private Wealth Dailyen 2026-09-30T11:30:58.435Z Carson Group adds a $120 million Ohio team as Mesirow hires Mark Nichol https://www.privatewealthdaily.com/story/kestra-financial-adds-550-million-texas-planning-team-as-wealth-build-out-contin Private Wealth Dailyen 2026-09-30T11:30:14.319Z Kestra Financial adds $550 million Texas planning team as wealth build-out continues https://www.privatewealthdaily.com/story/bruce-markets-plans-weekend-u-s-equity-trading-pending-regulatory-approval Private Wealth Dailyen 2026-09-30T11:28:28.184Z Bruce Markets plans weekend U.S. equity trading, pending regulatory approval https://www.privatewealthdaily.com/story/bny-pershing-retires-wove-folds-it-into-wealth-unit-as-fitch-lists-cash-rate-win Private Wealth Dailyen 2026-09-30T11:21:30.827Z BNY Pershing retires Wove, folds it into wealth unit as Fitch lists cash-rate winners https://www.privatewealthdaily.com/story/fitch-says-higher-rates-lift-wealth-manager-cash-earnings-unevenly-by-firm Private Wealth Dailyen 2026-09-30T10:42:16.091Z Fitch says higher rates stand to lift wealth manager cash earnings https://www.privatewealthdaily.com/story/harrison-street-agrees-to-buy-majority-of-vicinity-energy-at-2-92-billion-enterp Private Wealth Dailyen 2026-09-30T10:34:25.041Z Harrison Street agrees to buy majority of Vicinity Energy at $2.92 billion enterprise value https://www.privatewealthdaily.com/story/alpinvest-files-form-ds-for-onshore-secondaries-fund-ix-and-credit-secondaries-s Private Wealth Dailyen 2026-09-30T07:20:36.208Z AlpInvest files Form Ds for onshore Secondaries Fund IX and credit-secondaries sidecar https://www.privatewealthdaily.com/story/bain-capital-files-form-d-for-a-direct-lending-fund-with-no-offering-amount Private Wealth Dailyen 2026-09-30T07:17:24.238Z Bain Capital files Form D for a direct lending fund with no offering amount https://www.privatewealthdaily.com/story/xypn-adds-income-lab-as-a-member-benefit-for-2-300-planners Private Wealth Dailyen 2026-09-30T00:40:41.385Z XYPN adds Income Lab as a member benefit for more than 2,300 planners https://www.privatewealthdaily.com/story/xypn-partners-with-jump-to-offer-members-discounted-ai-practice-tools Private Wealth Dailyen 2026-09-30T00:38:06.252Z XYPN partners with Jump to offer members discounted AI practice tools https://www.privatewealthdaily.com/story/merrill-prices-shelf-access-at-up-to-1-4-million-as-raymond-james-embeds-alterna Private Wealth Dailyen 2026-09-29T20:59:50.680Z Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives https://www.privatewealthdaily.com/story/canyon-and-castlelake-file-zero-sold-credit-funds-as-nscale-spv-sells-2-5m Private Wealth Dailyen 2026-09-29T19:04:23.068Z Canyon and Castlelake file zero-sold credit funds as Nscale SPV sells $2.5M https://www.privatewealthdaily.com/story/bny-pershing-retires-the-wove-brand-and-folds-platform-into-wealth-solutions Private Wealth Dailyen 2026-09-29T18:55:53.034Z BNY Pershing retires the Wove brand and folds platform into wealth solutions https://www.privatewealthdaily.com/story/irs-rules-certain-351-etf-conversions-taxable-says-more-guidance-could-follow Private Wealth Dailyen 2026-09-29T17:58:29.918Z IRS rules certain 351 ETF conversions taxable, says more guidance could follow https://www.privatewealthdaily.com/story/2-543-advisor-moves-in-30-days-outpace-the-771-announced-deals Private Wealth Dailyen 2026-09-29T17:07:16.817Z 2,543 advisor moves in 30 days outpace the 771 announced deals https://www.privatewealthdaily.com/story/widened-qsbs-exclusion-gives-each-shareholder-a-15-million-or-10-times-basis-cei Private Wealth Dailyen 2026-09-29T17:00:47.396Z Section 1202 widens the QSBS ceiling to $15 million; financial services is carved out https://www.privatewealthdaily.com/story/waverly-buys-a-1-7b-richmond-ria-its-36th-deal-since-aspire-s-2021-stake Private Wealth Dailyen 2026-09-29T16:21:24.439Z Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake https://www.privatewealthdaily.com/story/declaration-partners-and-canyon-file-zero-sold-form-ds-as-anthropic-spv-sells-ou Private Wealth Dailyen 2026-09-29T13:34:55.677Z Declaration Partners and Canyon file zero-sold Form Ds as Anthropic SPV sells out https://www.privatewealthdaily.com/story/pnc-survey-89-of-owners-want-combined-advice-55-have-it Private Wealth Dailyen 2026-09-29T12:42:31.990Z PNC survey: 89% of owners want combined advice, 55% have it https://www.privatewealthdaily.com/story/liquidity-worries-push-family-offices-from-funds-to-directs-rbc-campden-survey-f Private Wealth Dailyen 2026-09-29T11:56:51.939Z Liquidity worries push family offices from funds to directs, RBC-Campden survey finds https://www.privatewealthdaily.com/story/northwestern-mutual-citi-and-northern-trust-build-family-office-specialist-bench Private Wealth Dailyen 2026-09-29T11:30:25.622Z Northwestern Mutual launches family office platform; Citi and Northern Trust hire family office specialists https://www.privatewealthdaily.com/story/northwestern-mutual-launches-family-office-unit-inside-its-advisor-model Private Wealth Dailyen 2026-09-29T11:16:25.736Z Northwestern Mutual launches family office unit inside its advisor model https://www.privatewealthdaily.com/story/raymond-james-launches-guided-portfolios-with-an-alternatives-sleeve Private Wealth Dailyen 2026-09-29T11:11:25.987Z Raymond James launches guided portfolios with an alternatives sleeve https://www.privatewealthdaily.com/story/northwestern-mutual-launches-family-office-services-platform-for-50-million-clie Private Wealth Dailyen 2026-09-29T10:30:47.091Z Northwestern Mutual launches family office platform for advisors serving clients with $50M+ net worth https://www.privatewealthdaily.com/story/sec-reminds-private-asset-managers-to-sharpen-valuations-as-liquidity-pressure-b Private Wealth Dailyen 2026-09-29T09:42:21.314Z SEC urges sharper private-asset valuations as liquidity pressure builds https://www.privatewealthdaily.com/story/citi-hires-jpmorgan-s-trusts-and-estates-head-adam-clark-to-lead-wealt Private Wealth Dailyen 2026-09-29T08:53:03.766Z Citi hires JPMorgan's trusts and estates head Adam Clark to lead wealth planning https://www.privatewealthdaily.com/story/merritt-point-s-ross-bauer-says-bigger-advisor-teams-are-seeking-supported-indep Private Wealth Dailyen 2026-09-29T08:14:43.851Z Merritt Point's Ross Bauer says bigger advisor teams are seeking supported independence https://www.privatewealthdaily.com/story/canyon-and-castlelake-file-form-d-for-new-private-credit-funds-no-sales-reported Private Wealth Dailyen 2026-09-29T07:29:02.427Z Canyon and Castlelake file Form D for new private credit funds, no sales reported https://www.privatewealthdaily.com/story/ae-industrial-and-barings-file-form-ds-for-new-series-with-undisclosed-size Private Wealth Dailyen 2026-09-29T07:28:51.860Z AE Industrial and Barings file Form Ds for new series with undisclosed size https://www.privatewealthdaily.com/story/merrill-sets-data-and-shelf-fees-for-third-party-managers-up-to-1-4-million Private Wealth Dailyen 2026-09-29T04:26:42.779Z Merrill sets data and shelf fees for third-party managers, up to $1.4 million