https://www.privatewealthdaily.com/story/lpl-adds-7-4b-in-july-while-markets-pull-back-16-1b Private Wealth Dailyen 2026-08-20T20:28:53.544Z LPL adds $7.4B in July while markets pull back $16.1B https://www.privatewealthdaily.com/story/prospect-capital-shifts-its-portfolio-toward-first-lien-middle-market-loans Private Wealth Dailyen 2026-08-20T20:27:24.987Z Prospect Capital shifts its portfolio toward first-lien middle-market loans https://www.privatewealthdaily.com/story/stone-point-and-genstar-buy-the-401-k-rails Private Wealth Dailyen 2026-08-20T18:36:59.070Z Stone Point and Genstar buy the 401(k) rails https://www.privatewealthdaily.com/story/trump-account-funds-must-be-passive-and-cost-0-1 Private Wealth Dailyen 2026-08-20T18:28:18.367Z Trump Account rules: passive funds, 0.1% cap on fees https://www.privatewealthdaily.com/story/yari-capital-ends-30-year-northwestern-mutual-run-by-joining-carson Private Wealth Dailyen 2026-08-20T18:27:10.675Z Yari Capital ends 30-year Northwestern Mutual run by joining Carson https://www.privatewealthdaily.com/story/vanderbilt-heir-builds-family-office-to-court-800-relatives Private Wealth Dailyen 2026-08-20T16:59:50.123Z A Vanderbilt heir builds a family office to court 800 relatives https://www.privatewealthdaily.com/story/xypn-turns-its-advice-tech-winner-into-a-member-benefit Private Wealth Dailyen 2026-08-20T16:55:16.141Z XYPN turns its advice-tech winner into a member benefit https://www.privatewealthdaily.com/story/family-offices-move-from-lp-checks-to-principal-bids Private Wealth Dailyen 2026-08-20T16:42:50.827Z Family offices co-bid with private equity for real assets https://www.privatewealthdaily.com/story/carson-group-recruits-a-405-million-atlanta-practice-from-northwestern-mutual Private Wealth Dailyen 2026-08-20T16:01:09.123Z Carson Group lands $405M Atlanta practice from Northwestern Mutual https://www.privatewealthdaily.com/story/rfg-ceo-the-first-platform-question-shouldn-t-be-payouts Private Wealth Dailyen 2026-08-20T14:58:12.080Z RFG CEO: The first platform question shouldn't be payouts https://www.privatewealthdaily.com/story/osaic-lands-sarsfield-father-son-team-with-a-367m-book Private Wealth Dailyen 2026-08-20T14:23:06.195Z Osaic lands Sarsfield father-son team with a $367M book https://www.privatewealthdaily.com/story/guggenheim-expands-active-etf-shelf-with-clo-and-options-funds Private Wealth Dailyen 2026-08-20T14:19:39.794Z Guggenheim expands active ETF shelf with CLO and options funds https://www.privatewealthdaily.com/story/stevens-capital-nears-1b-with-dallas-cpa-succession-deal Private Wealth Dailyen 2026-08-20T14:09:32.007Z Stevens Capital nears $1B after acquiring Dallas CPA practice https://www.privatewealthdaily.com/story/callan-crowd-street-take-real-assets-to-accredited-investors Private Wealth Dailyen 2026-08-20T13:34:28.510Z Callan, Crowd Street take real assets to accredited investors https://www.privatewealthdaily.com/story/trust-outranks-fees-in-wealth-manager-choice-transunion-finds Private Wealth Dailyen 2026-08-20T13:32:18.475Z Trust outranks fees in wealth-manager choice, TransUnion finds https://www.privatewealthdaily.com/story/ai-notetakers-push-beyond-the-transcript-as-crm-platforms-close-in Private Wealth Dailyen 2026-08-20T13:26:31.324Z AI notetakers push beyond the transcript as CRM platforms close in https://www.privatewealthdaily.com/story/stone-point-genstar-to-jointly-own-retirement-giant-ascensus Private Wealth Dailyen 2026-08-20T13:06:34.561Z Stone Point, Genstar to jointly own Ascensus https://www.privatewealthdaily.com/story/fidelity-s-rate-hike-turned-custody-into-a-financing-war Private Wealth Dailyen 2026-08-20T13:06:34.561Z Fidelity's rate hike turned custody into a financing war https://www.privatewealthdaily.com/story/pontera-lets-advisors-recommend-401-k-trades-without-executing-them Private Wealth Dailyen 2026-08-20T13:06:34.561Z Pontera lets advisors recommend 401(k) trades without executing them https://www.privatewealthdaily.com/story/fp-transitions-launches-estimated-value-index-for-advisory-firms Private Wealth Dailyen 2026-08-20T13:06:34.561Z FP Transitions launches Estimated Value Index for advisory firms https://www.privatewealthdaily.com/story/slayer-statute-freezes-a-1-5m-trust-payout-in-reiner-case Private Wealth Dailyen 2026-08-20T13:06:34.561Z Slayer statute freezes a $1.5M trust payout in Reiner case https://www.privatewealthdaily.com/story/wealth-management-s-growth-engine-now-runs-on-deals Private Wealth Dailyen 2026-08-20T13:06:34.561Z Acquisition announcements edge past advisor moves in 30 days https://www.privatewealthdaily.com/story/finra-panel-orders-509-000-payout-over-conservation-easements Private Wealth Dailyen 2026-08-20T13:06:34.561Z FINRA panel orders $509,000 payout over conservation easements https://www.privatewealthdaily.com/story/pontera-s-non-discretionary-pivot-concedes-the-credential-battle Private Wealth Dailyen 2026-08-20T13:06:18.626Z Pontera adds non-discretionary 401(k) guidance tool after Fidelity credential fight https://www.privatewealthdaily.com/story/convergence-puts-private-markets-inside-the-advisor-s-daily-workflow Private Wealth Dailyen 2026-08-20T13:06:18.626Z Convergence puts private markets inside the advisor's daily workflow https://www.privatewealthdaily.com/story/the-40-trillion-national-debt-has-entered-financial-plans Private Wealth Dailyen 2026-08-20T11:30:07.306Z The $40 trillion debt becomes a planning input for advisors https://www.privatewealthdaily.com/story/advisor-built-claude-tools-cut-client-prep-from-hours-to-minutes Private Wealth Dailyen 2026-08-20T11:29:34.028Z Advisor-built Claude tools reshape client work at NewEdge https://www.privatewealthdaily.com/story/the-private-markets-on-ramp-now-runs-through-retirement-accounts Private Wealth Dailyen 2026-08-20T11:24:48.427Z The private-markets on-ramp now runs through retirement accounts https://www.privatewealthdaily.com/story/social-security-s-real-depletion-date-is-a-decade-earlier-than-americans-think Private Wealth Dailyen 2026-08-20T11:21:45.918Z Social Security's clock is a decade earlier than Americans think https://www.privatewealthdaily.com/story/invesco-names-harris-global-head-of-custom-solutions-platform Private Wealth Dailyen 2026-08-20T09:03:46.648Z Invesco names Harris global head of custom solutions platform https://www.privatewealthdaily.com/story/schwab-ends-sub-5-million-referrals-to-rias-in-2027 Private Wealth Dailyen 2026-08-20T02:29:50.304Z Schwab ends sub-$5 million referrals to RIAs in 2027 https://www.privatewealthdaily.com/story/vanguard-canada-moves-to-delist-its-global-minimum-volatility-etf Private Wealth Dailyen 2026-08-19T23:24:44.111Z Vanguard Canada moves to delist its global minimum-volatility ETF https://www.privatewealthdaily.com/story/mid-sized-rias-are-now-buying-alternatives-icapital-s-gallagher-says Private Wealth Dailyen 2026-08-19T21:52:54.274Z Mid-sized RIAs are now buying alternatives, iCapital's Gallagher says https://www.privatewealthdaily.com/story/advisor-sentiment-stays-positive-as-six-month-outlook-dims Private Wealth Dailyen 2026-08-19T20:26:13.917Z Advisor sentiment stays positive as six-month outlook dims https://www.privatewealthdaily.com/story/wealthspire-s-internship-fix-a-seat-in-the-client-meeting Private Wealth Dailyen 2026-08-19T19:43:58.595Z Wealthspire's client meetings are its recruiting office https://www.privatewealthdaily.com/story/brookwood-hires-four-partners-rather-than-a-buyer Private Wealth Dailyen 2026-08-19T19:38:05.315Z Brookwood hires four partners rather than a buyer https://www.privatewealthdaily.com/story/arca-raises-48-million-to-attack-the-ria-overhead-line Private Wealth Dailyen 2026-08-19T19:03:37.476Z The advisory industry is rewriting the 40/40/20 rule https://www.privatewealthdaily.com/story/ae-wealth-s-two-word-growth-advice-not-right-now Private Wealth Dailyen 2026-08-19T19:00:14.715Z AE Wealth's two-word growth advice: 'not right now' 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/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/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/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/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/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/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/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/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/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/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