https://www.privatewealthdaily.com/story/wells-fargo-finet-adds-580m-ameriprise-team-as-lpl-signs-michigan-practice Private Wealth Dailyen 2026-10-08T21:25:02.197Z Wells Fargo FiNet adds $580M Ameriprise team as LPL signs Michigan practice https://www.privatewealthdaily.com/story/wirehouses-lost-517-experienced-advisors-on-net-in-h1-wells-fargo-morgan-stanley Private Wealth Dailyen 2026-10-08T20:33:16.136Z Wirehouses lost 517 experienced advisors on net in H1; Wells Fargo, Morgan Stanley gained https://www.privatewealthdaily.com/story/merit-financial-advisors-buys-1-1b-moldenhauer-associates-in-12th-deal-of-2026 Private Wealth Dailyen 2026-10-08T19:09:32.177Z Merit Financial Advisors buys $1.1B Moldenhauer & Associates in 12th deal of 2026 https://www.privatewealthdaily.com/story/m1-launches-ai-advisor-with-no-minimum-and-no-fee-through-2027 Private Wealth Dailyen 2026-10-08T19:08:18.805Z M1 launches AI advisor with no minimum and no advisory fee through 2027 https://www.privatewealthdaily.com/story/innovayte-names-former-apex-coo-fritz-louis-charles-chief-operating-officer Private Wealth Dailyen 2026-10-08T19:08:12.144Z Innovayte names former Apex COO Fritz Louis-Charles chief operating officer https://www.privatewealthdaily.com/story/mercer-advisors-closes-1-9b-debt-refinancing-led-by-goldman-sachs-its-first-synd Private Wealth Dailyen 2026-10-08T18:33:51.783Z Mercer Advisors closes $1.9B debt refinancing led by Goldman Sachs, its first syndicated loan https://www.privatewealthdaily.com/story/diamond-merrill-morgan-stanley-wells-fargo-ubs-net-lose-517-experienced-advisors Private Wealth Dailyen 2026-10-08T18:23:08.351Z Diamond: Merrill, Morgan Stanley, Wells Fargo, UBS net lose 517 experienced advisors in first half https://www.privatewealthdaily.com/story/xypn-s-registration-pipeline-nearly-doubles-to-110-firms Private Wealth Dailyen 2026-10-08T16:43:55.849Z XYPN's registration pipeline rises 83% to 110 firms https://www.privatewealthdaily.com/story/trilogy-capital-strikes-its-largest-acquisition-of-the-year-for-1b-colorado-ria Private Wealth Dailyen 2026-10-08T15:47:51.256Z Trilogy Capital strikes its largest acquisition of the year for $1B Colorado RIA https://www.privatewealthdaily.com/story/mercer-advisors-refinances-1-9-billion-debt-in-first-syndicated-loan Private Wealth Dailyen 2026-10-08T15:45:12.946Z Mercer Advisors refinances $1.9 billion debt in first syndicated loan https://www.privatewealthdaily.com/story/wirehouses-shed-517-advisors-net-in-h1-2026-as-41-large-teams-leave Private Wealth Dailyen 2026-10-08T14:11:31.782Z Wirehouses shed 517 advisors net in H1 2026 as 41 large teams leave https://www.privatewealthdaily.com/story/flourish-brings-flourish-cash-to-massmutual-s-6-000-financial-professionals Private Wealth Dailyen 2026-10-08T14:10:42.376Z Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals https://www.privatewealthdaily.com/story/bank-of-america-survey-47-of-wealthy-americans-see-next-generation-ready-to-carr Private Wealth Dailyen 2026-10-08T13:22:39.974Z Bank of America survey: 47% see next generation ready to carry on family giving https://www.privatewealthdaily.com/story/wirehouses-lost-517-advisors-net-in-the-first-half-of-2026 Private Wealth Dailyen 2026-10-08T13:22:00.321Z Wirehouses lost 517 advisors net in the first half of 2026 https://www.privatewealthdaily.com/story/california-appeals-court-rules-alleged-harasser-was-coworker-not-supervisor-in-w Private Wealth Dailyen 2026-10-08T13:21:55.501Z California appeals court rules alleged harasser was coworker, not supervisor, in Wells Fargo suit https://www.privatewealthdaily.com/story/bahnsen-group-agrees-to-buy-hightower-naples-a-1-1-billion-practice Private Wealth Dailyen 2026-10-08T13:07:55.139Z Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets https://www.privatewealthdaily.com/story/ascentis-adds-four-raymond-james-practices-with-1b-raymond-james-keeps-custody Private Wealth Dailyen 2026-10-08T11:45:52.016Z Ascentis adds four Raymond James practices with about $1.06B in client assets https://www.privatewealthdaily.com/story/ascentis-adds-1b-in-practices-keeps-raymond-james-custody Private Wealth Dailyen 2026-10-08T11:23:27.051Z Ascentis Adds $1B in Practices, Keeps Raymond James Custody https://www.privatewealthdaily.com/story/goldman-sachs-survey-finds-alternatives-owners-satisfied-while-unfamiliar-invest Private Wealth Dailyen 2026-10-08T10:54:05.002Z Goldman Sachs survey finds alternatives owners satisfied while unfamiliar investors see high risk https://www.privatewealthdaily.com/story/ascentis-adds-four-practices-with-1b-in-client-assets Private Wealth Dailyen 2026-10-08T10:54:04.957Z Ascentis adds four practices with $1B in client assets https://www.privatewealthdaily.com/story/alaris-ceo-allen-darby-bets-ai-will-cut-ria-sale-valuations Private Wealth Dailyen 2026-10-08T05:37:13.105Z Alaris CEO Allen Darby bets AI will cut RIA sale valuations https://www.privatewealthdaily.com/story/xypn-has-110-firms-working-toward-registration-up-from-60-a-year-earlier Private Wealth Dailyen 2026-10-08T01:50:42.320Z XYPN has 110 firms working toward registration, up from 60 a year earlier https://www.privatewealthdaily.com/story/william-blair-survey-56-of-rias-expect-to-raise-active-international-etf-allocat Private Wealth Dailyen 2026-10-07T21:20:07.887Z William Blair: 56% of RIAs expect to raise active ETF allocations to international and emerging markets https://www.privatewealthdaily.com/story/merit-financial-buys-1-1b-buffalo-area-ria-its-10th-ex-commonwealth-practice Private Wealth Dailyen 2026-10-07T21:20:00.436Z Merit Financial buys $1.1B Buffalo-area RIA, its 10th ex-Commonwealth practice https://www.privatewealthdaily.com/story/fidelity-extends-100-million-custody-minimum-to-986-existing-ria-relationships Private Wealth Dailyen 2026-10-07T20:36:09.900Z Fidelity extends $100 million custody minimum to 986 existing RIA relationships https://www.privatewealthdaily.com/story/merit-financial-buys-1-1b-new-york-practice-its-10th-commonwealth-team Private Wealth Dailyen 2026-10-07T20:36:09.900Z Merit Financial buys $1.1B New York practice, its 10th Commonwealth team https://www.privatewealthdaily.com/story/osaic-cetera-and-raymond-james-add-books-from-equitable-commonwealth-and-lpl Private Wealth Dailyen 2026-10-07T19:01:36.988Z Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL https://www.privatewealthdaily.com/story/bluespring-folds-family-wealth-counseling-into-kdi-alphacore-adds-blue-rock-cons Private Wealth Dailyen 2026-10-07T18:35:03.912Z Bluespring folds Family Wealth Counseling into KDI; AlphaCore adds Blue Rock; Constellation backs BakerAvenue https://www.privatewealthdaily.com/story/alphacore-adds-400-million-delaware-practice-blue-rock-financial-group Private Wealth Dailyen 2026-10-07T17:47:38.686Z AlphaCore adds $400 million Delaware practice Blue Rock Financial Group https://www.privatewealthdaily.com/story/cetera-recruits-commonwealth-advisor-cynthia-doussard-235m-aua Private Wealth Dailyen 2026-10-07T17:40:36.356Z Cetera recruits Commonwealth advisor Cynthia Doussard, $235M AUA https://www.privatewealthdaily.com/story/records-show-praxis-financial-partners-1-1b-team-joined-lpl-from-wells-fargo-fin Private Wealth Dailyen 2026-10-07T17:04:19.343Z Records show Praxis Financial Partners' $1.1B team joined LPL from Wells Fargo FiNet https://www.privatewealthdaily.com/story/advisor-moves-outpace-breakaways-59-to-1-in-30-day-tracking Private Wealth Dailyen 2026-10-07T16:34:23.114Z Advisor moves outpace breakaways 59 to 1 in 30-day tracking https://www.privatewealthdaily.com/story/constellation-wealth-capital-takes-minority-stake-in-bakeravenue-a-6-3b-ria Private Wealth Dailyen 2026-10-07T15:17:31.450Z Constellation Wealth Capital takes minority stake in BakerAvenue, a $6.3B RIA https://www.privatewealthdaily.com/story/dave-regan-s-union-enters-final-four-weeks-of-california-billionaire-tax-campaig Private Wealth Dailyen 2026-10-07T15:04:02.669Z Dave Regan's union enters final four weeks of California billionaire-tax campaign https://www.privatewealthdaily.com/story/bluespring-folds-family-wealth-counseling-into-kdi-wealth-management-lifting-com Private Wealth Dailyen 2026-10-07T14:35:27.137Z Bluespring folds Family Wealth Counseling into KDI Wealth Management, lifting combined assets past $1 billion https://www.privatewealthdaily.com/story/finra-bars-houston-advisor-robert-wayne-thompson-over-withheld-documents-in-2-3- Private Wealth Dailyen 2026-10-07T12:07:43.461Z FINRA bars Houston advisor Robert Wayne Thompson over withheld documents in $2.3 million client suit https://www.privatewealthdaily.com/story/cerulli-and-morningstar-find-just-over-10-of-wealth-clients-come-from-dc-plans Private Wealth Dailyen 2026-10-07T12:07:43.461Z Cerulli and Morningstar find just over 10% of wealth clients come from DC plans https://www.privatewealthdaily.com/story/alto-buying-forge-trust-pools-20-billion-in-iras-msci-and-cusip-extend-private-c Private Wealth Dailyen 2026-10-07T11:20:54.678Z Alto buying Forge Trust pools $20 billion in IRAs; MSCI and CUSIP extend private-company IDs https://www.privatewealthdaily.com/story/blackrock-finds-45-of-women-with-10-million-are-unadvised Private Wealth Dailyen 2026-10-07T11:16:50.179Z BlackRock finds 45% of women with $10 million or more in investable assets are unadvised https://www.privatewealthdaily.com/story/fidelity-extends-its-100-million-custody-minimum-to-986-existing-ria-relationshi Private Wealth Dailyen 2026-10-07T11:13:48.516Z Fidelity extends its $100 million custody minimum to 986 existing RIA relationships https://www.privatewealthdaily.com/story/mesirow-hires-paul-arnold-to-lead-investment-solutions Private Wealth Dailyen 2026-10-07T11:12:34.209Z Mesirow hires Paul Arnold to lead investment solutions https://www.privatewealthdaily.com/story/capital-group-secures-abu-dhabi-fsra-licence-to-manage-and-distribute Private Wealth Dailyen 2026-10-07T09:41:40.487Z Capital Group secures Abu Dhabi FSRA licence to manage and distribute https://www.privatewealthdaily.com/story/schwab-opens-its-ria-marketplace-to-save-technologies-a-cash-startup-advertising Private Wealth Dailyen 2026-10-07T01:36:56.962Z Schwab opens its RIA marketplace to Save Technologies, a cash startup advertising 7.5%