https://www.privatewealthdaily.com/story/house-hands-esop-fiduciaries-a-valuation-safe-harbor-401-14 Private Wealth Dailyen 2026-09-17T16:45:20.339Z House hands ESOP fiduciaries a valuation safe harbor, 401-14 https://www.privatewealthdaily.com/story/consolidation-is-clearing-one-advisor-book-at-a-time Private Wealth Dailyen 2026-09-17T16:39:12.765Z Consolidation is clearing one advisor book at a time https://www.privatewealthdaily.com/story/the-advisor-s-local-relevance-is-the-growth-asset-no-platform-can-buy Private Wealth Dailyen 2026-09-17T15:57:30.138Z The advisor's local relevance is the growth asset no platform can buy https://www.privatewealthdaily.com/story/sanctuary-staffs-the-benches-that-decide-which-wirehouse-teams-leave Private Wealth Dailyen 2026-09-17T15:15:04.520Z Sanctuary staffs the benches that decide which wirehouse teams leave https://www.privatewealthdaily.com/story/the-ria-industry-pays-for-alpha-twice Private Wealth Dailyen 2026-09-17T15:14:20.499Z The RIA industry pays for alpha twice https://www.privatewealthdaily.com/story/raymond-james-merges-succession-and-capital-under-one-executive Private Wealth Dailyen 2026-09-17T13:49:44.447Z Raymond James merges succession and capital under one executive https://www.privatewealthdaily.com/story/rias-trade-the-stacked-spv-for-a-seat-on-the-cap-table Private Wealth Dailyen 2026-09-17T13:48:41.130Z RIAs trade the stacked SPV for a seat on the cap table https://www.privatewealthdaily.com/story/brunson-s-family-office-runs-the-family-and-the-business Private Wealth Dailyen 2026-09-17T13:47:44.449Z Brunson's family office runs the family and the business https://www.privatewealthdaily.com/story/apella-s-18th-deal-shows-the-roll-up-metric-is-now-cadence Private Wealth Dailyen 2026-09-17T13:13:12.614Z Apella's 18th deal shows the roll-up metric is now cadence https://www.privatewealthdaily.com/story/the-private-markets-premium-is-now-operational Private Wealth Dailyen 2026-09-17T11:32:58.753Z The private-markets premium is now operational https://www.privatewealthdaily.com/story/gen-z-is-job-hopping-and-pay-is-the-wrong-lever Private Wealth Dailyen 2026-09-17T11:27:41.113Z Gen Z is job-hopping, and pay is the wrong lever https://www.privatewealthdaily.com/story/the-private-markets-pivot-is-an-ai-concentration-trade Private Wealth Dailyen 2026-09-17T10:44:12.560Z The private-markets pivot is an AI concentration trade https://www.privatewealthdaily.com/story/bill-crager-s-second-act-bets-on-the-alternatives-back-office Private Wealth Dailyen 2026-09-17T09:13:13.448Z Bill Crager's second act bets on the alternatives back office https://www.privatewealthdaily.com/story/amundi-s-620-million-buys-ten-years-of-icg-shelf-space Private Wealth Dailyen 2026-09-17T07:02:24.808Z Amundi's €620 million buys ten years of ICG shelf space https://www.privatewealthdaily.com/story/mallouk-buys-the-gatekeeper-seat-and-leaves-the-ria-war-chest-shut Private Wealth Dailyen 2026-09-17T03:17:07.429Z Mallouk buys the gatekeeper seat and leaves the RIA war chest shut https://www.privatewealthdaily.com/story/robinhood-buys-an-underwriting-seat-to-feed-tradepmr-s-ipo-shelf Private Wealth Dailyen 2026-09-16T21:56:13.913Z Robinhood buys an underwriting seat to feed TradePMR's IPO shelf https://www.privatewealthdaily.com/story/ritholtz-s-forever-firm-runs-on-equity-handed-to-29-employees Private Wealth Dailyen 2026-09-16T21:13:40.104Z Ritholtz's forever firm runs on equity handed to 29 employees https://www.privatewealthdaily.com/story/a-408-17-vote-hands-advisors-an-amended-return-problem Private Wealth Dailyen 2026-09-16T21:10:54.575Z A 408-17 vote hands advisors an amended-return problem https://www.privatewealthdaily.com/story/seven-carriers-one-workflow-the-annuity-becomes-billable Private Wealth Dailyen 2026-09-16T20:39:06.926Z Seven carriers, one workflow: the annuity becomes billable https://www.privatewealthdaily.com/story/ss-c-turns-the-held-away-annuity-into-a-billable-asset Private Wealth Dailyen 2026-09-16T19:45:27.436Z SS&C turns the held-away annuity into a billable asset https://www.privatewealthdaily.com/story/ameriprise-loses-a-23-person-firm-not-a-book Private Wealth Dailyen 2026-09-16T19:44:15.093Z Ameriprise loses a 23-person firm, not a book https://www.privatewealthdaily.com/story/universities-are-quietly-building-the-advisor-competency-standard Private Wealth Dailyen 2026-09-16T18:56:25.449Z Universities are quietly building the advisor competency standard https://www.privatewealthdaily.com/story/the-ai-wealth-premium-moves-from-the-model-to-the-pipes Private Wealth Dailyen 2026-09-16T18:36:50.818Z The AI-wealth premium moves from the model to the pipes https://www.privatewealthdaily.com/story/apella-s-18th-deal-the-check-shrinks-the-pace-doesn-t Private Wealth Dailyen 2026-09-16T17:29:27.991Z Apella's 18th deal: the check shrinks, the pace doesn't https://www.privatewealthdaily.com/story/newedge-opens-minnesota-by-hiring-a-1-25-billion-ubs-team Private Wealth Dailyen 2026-09-16T17:11:19.863Z NewEdge opens Minnesota by hiring a $1.25 billion UBS team https://www.privatewealthdaily.com/story/raymond-james-launches-a-retirement-plan-it-will-not-run Private Wealth Dailyen 2026-09-16T16:45:22.199Z Raymond James launches a retirement plan it will not run https://www.privatewealthdaily.com/story/2-433-advisors-changed-firms-in-30-days-ten-changed-custodians Private Wealth Dailyen 2026-09-16T16:36:33.978Z 2,433 advisors changed firms in 30 days. Ten changed custodians. https://www.privatewealthdaily.com/story/duffield-writes-his-own-series-e-to-own-the-ria-s-plumbing Private Wealth Dailyen 2026-09-16T16:01:46.772Z Duffield writes his own Series E to own the RIA's plumbing https://www.privatewealthdaily.com/story/southern-rias-are-selling-direct-access-and-rollups-can-t-buy-it Private Wealth Dailyen 2026-09-16T12:15:12.176Z Southern RIAs are selling direct access, and rollups can't buy it https://www.privatewealthdaily.com/story/retail-private-market-access-won-t-fix-the-trust-deficit Private Wealth Dailyen 2026-09-16T11:29:45.664Z Retail private-market access won't fix the trust deficit https://www.privatewealthdaily.com/story/planning-software-and-a-named-service-desk-are-lpl-s-recruiting-pitch Private Wealth Dailyen 2026-09-16T11:29:05.655Z Planning software and a named service desk are LPL's recruiting pitch https://www.privatewealthdaily.com/story/advisors-reclaimed-200-hours-platforms-will-capture-the-value Private Wealth Dailyen 2026-09-16T11:28:51.568Z Advisors reclaimed 200 hours. Platforms will capture the value. https://www.privatewealthdaily.com/story/recruiting-s-new-currency-peer-networks-and-plan-relationships Private Wealth Dailyen 2026-09-16T11:27:52.112Z Recruiting's new currency: peer networks and plan relationships https://www.privatewealthdaily.com/story/the-cognitive-bench-is-advisory-s-real-ai-exposure Private Wealth Dailyen 2026-09-16T11:26:42.565Z The cognitive bench is advisory's real AI exposure https://www.privatewealthdaily.com/story/caz-raises-175-3-million-with-the-ceiling-left-blank Private Wealth Dailyen 2026-09-16T07:44:22.461Z CAZ raises $175.3 million with the ceiling left blank https://www.privatewealthdaily.com/story/wealthfront-s-brokerage-pivot-is-the-wrong-fix-for-its-cohort-problem Private Wealth Dailyen 2026-09-16T04:43:40.911Z Wealthfront's brokerage pivot is the wrong fix for its cohort problem https://www.privatewealthdaily.com/story/active-etfs-have-an-empty-leaderboard-distribution-will-fill-it Private Wealth Dailyen 2026-09-16T04:42:10.975Z Active ETFs have an empty leaderboard; distribution will fill it https://www.privatewealthdaily.com/story/domain-money-s-150-client-ratio-points-back-to-hiring Private Wealth Dailyen 2026-09-15T21:57:59.025Z Domain Money's 150-client ratio points back to hiring https://www.privatewealthdaily.com/story/pave-s-15-million-series-a-prices-the-custodian-plumbing Private Wealth Dailyen 2026-09-15T21:09:46.377Z Pave's $15 million Series A prices the custodian plumbing https://www.privatewealthdaily.com/story/the-private-markets-label-now-costs-40-of-the-flow Private Wealth Dailyen 2026-09-15T20:39:41.925Z The private-markets label now costs 40% of the flow https://www.privatewealthdaily.com/story/cetera-got-the-osj-the-producers-kept-the-book Private Wealth Dailyen 2026-09-15T20:29:49.691Z Cetera got the OSJ; the producers kept the book https://www.privatewealthdaily.com/story/columbia-threadneedle-pays-for-private-markets-in-allocations Private Wealth Dailyen 2026-09-15T19:45:26.875Z Columbia Threadneedle pays for private markets in allocations https://www.privatewealthdaily.com/story/referral-flow-runs-on-client-tenure-not-advisor-effort Private Wealth Dailyen 2026-09-15T19:44:26.787Z Referral flow runs on client tenure, not advisor effort https://www.privatewealthdaily.com/story/at-choreo-the-integration-job-now-comes-with-the-hr-title Private Wealth Dailyen 2026-09-15T18:58:56.922Z At Choreo, the integration job now comes with the HR title https://www.privatewealthdaily.com/story/the-premium-has-moved-from-the-book-to-the-gatekeeper Private Wealth Dailyen 2026-09-15T18:36:55.587Z The premium has moved from the book to the gatekeeper