https://www.privatewealthdaily.com/story/steward-group-rents-a-back-office-to-keep-its-36-year-book Private Wealth Dailyen 2026-09-19T15:10:41.233Z Steward Group rents a back office to keep its 36-year book https://www.privatewealthdaily.com/story/wealth-tech-s-margin-moves-to-the-governed-record Private Wealth Dailyen 2026-09-19T14:08:57.269Z Wealth tech's margin moves to the governed record https://www.privatewealthdaily.com/story/acquirers-now-buy-staff-not-just-client-assets Private Wealth Dailyen 2026-09-19T11:21:51.797Z Acquirers now buy staff, not just client assets https://www.privatewealthdaily.com/story/ares-sells-co-invest-access-one-wrapper-at-a-time Private Wealth Dailyen 2026-09-19T07:40:32.444Z Ares sells co-invest access one wrapper at a time https://www.privatewealthdaily.com/story/mercer-cut-its-borrowing-cost-175-basis-points-now-match-it Private Wealth Dailyen 2026-09-18T20:36:56.874Z Mercer cut its borrowing cost 175 basis points. Now match it. https://www.privatewealthdaily.com/story/mercer-cuts-debt-cost-175-basis-points-and-arms-for-more-buying Private Wealth Dailyen 2026-09-18T19:42:34.728Z Mercer cuts debt cost 175 basis points and arms for more buying https://www.privatewealthdaily.com/story/newedge-turned-fort-lauderdale-into-a-12-billion-outpost-in-one-day Private Wealth Dailyen 2026-09-18T19:15:45.974Z NewEdge turned Fort Lauderdale into a $12 billion outpost in one day https://www.privatewealthdaily.com/story/blank-form-ds-are-options-on-a-distribution-rail-that-hasn-t-arrived Private Wealth Dailyen 2026-09-18T18:39:21.085Z Blank Form Ds are options on a distribution rail that hasn't arrived https://www.privatewealthdaily.com/story/apella-s-two-deals-show-the-ria-buyer-s-real-target-staff-not-clients Private Wealth Dailyen 2026-09-18T17:31:12.158Z Apella's two deals show the RIA buyer's real target: staff, not clients https://www.privatewealthdaily.com/story/hsbc-bundles-the-concierge-citi-refers-it-out Private Wealth Dailyen 2026-09-18T16:46:00.800Z HSBC bundles the concierge; Citi refers it out https://www.privatewealthdaily.com/story/private-credit-s-next-write-down-is-a-management-change Private Wealth Dailyen 2026-09-18T16:37:20.353Z Private credit's next write-down is a management change https://www.privatewealthdaily.com/story/cerity-s-ninth-deal-of-2026-buys-an-iowa-distribution-shelf Private Wealth Dailyen 2026-09-18T15:59:14.790Z Cerity's ninth deal of 2026 buys an Iowa distribution shelf https://www.privatewealthdaily.com/story/envestnet-s-real-release-is-the-record-under-the-dashboard Private Wealth Dailyen 2026-09-18T15:16:29.015Z Envestnet's real release is the record under the dashboard https://www.privatewealthdaily.com/story/crescent-grove-s-cio-handoff-was-two-decades-in-the-making Private Wealth Dailyen 2026-09-18T15:13:26.229Z Crescent Grove's CIO handoff was two decades in the making https://www.privatewealthdaily.com/story/apex-pairs-a-front-end-with-its-rail-to-win-banks Private Wealth Dailyen 2026-09-18T13:43:16.994Z Apex pairs a front end with its rail to win banks https://www.privatewealthdaily.com/story/europe-s-insurers-are-now-private-credit-s-marginal-buyer Private Wealth Dailyen 2026-09-18T13:09:58.297Z Europe's insurers are now private credit's marginal buyer https://www.privatewealthdaily.com/story/the-83-trillion-transfer-is-now-a-family-governance-trade Private Wealth Dailyen 2026-09-18T11:22:52.481Z The $83 trillion transfer is now a family-governance trade https://www.privatewealthdaily.com/story/fidelity-s-study-names-the-estate-business-s-real-deliverable-the-family-meeting Private Wealth Dailyen 2026-09-18T10:46:58.927Z Fidelity's study names the estate business's real deliverable: the family meeting https://www.privatewealthdaily.com/story/merit-bought-a-succession-plan-and-paid-for-it-in-equity Private Wealth Dailyen 2026-09-18T10:43:11.401Z Merit bought a succession plan and paid for it in equity https://www.privatewealthdaily.com/story/cresset-bought-a-business-not-a-4-billion-book Private Wealth Dailyen 2026-09-18T09:15:13.208Z Cresset Bought a Business, Not a $4 Billion Book https://www.privatewealthdaily.com/story/kkr-s-european-evergreen-crown-is-a-claim-about-stickier-capital Private Wealth Dailyen 2026-09-18T08:34:36.892Z KKR's European evergreen crown is a claim about stickier capital https://www.privatewealthdaily.com/story/aqr-s-96-8m-filing-batch-shows-the-flex-wrapper-doing-the-work Private Wealth Dailyen 2026-09-18T07:50:00.380Z AQR's $96.8M filing batch shows the Flex wrapper doing the work https://www.privatewealthdaily.com/story/savvy-s-600-million-mark-prices-lpl-s-unfinished-ai-answer Private Wealth Dailyen 2026-09-18T02:30:22.004Z Savvy's $600 million mark prices LPL's unfinished AI answer https://www.privatewealthdaily.com/story/the-client-record-is-the-expensive-part-of-plain-language-ai Private Wealth Dailyen 2026-09-17T21:12:11.144Z The client record is the expensive part of plain-language AI. https://www.privatewealthdaily.com/story/the-next-m-a-multiple-is-a-refill-rate Private Wealth Dailyen 2026-09-17T20:37:52.123Z The next M&A multiple is a refill rate https://www.privatewealthdaily.com/story/state-street-is-renting-the-custody-engine-it-used-to-own Private Wealth Dailyen 2026-09-17T20:27:02.737Z State Street is renting the custody engine it used to own https://www.privatewealthdaily.com/story/steward-adds-950m-and-the-delta-pipeline-that-refills-it Private Wealth Dailyen 2026-09-17T19:40:59.909Z Steward adds $950M and the Delta pipeline that refills it https://www.privatewealthdaily.com/story/the-advice-industry-s-next-dollar-is-adjudication-not-allocation Private Wealth Dailyen 2026-09-17T18:56:01.479Z The advice industry's next dollar is adjudication, not allocation https://www.privatewealthdaily.com/story/the-week-s-largest-ai-number-is-a-credit-negotiation Private Wealth Dailyen 2026-09-17T18:39:24.363Z The week's largest AI number is a credit negotiation 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