https://www.privatewealthdaily.com/story/schwab-reports-record-24-billion-managed-investing-flows-as-it-develops-propriet Private Wealth Dailyen 2026-10-19T16:33:45.785Z Schwab reports record $24 billion managed investing flows as it develops proprietary long-short strategy https://www.privatewealthdaily.com/story/phil-scott-and-jim-atwood-leave-j-p-morgan-advisors-to-launch-18-6b-latigo-peak- Private Wealth Dailyen 2026-10-19T16:33:02.744Z Scott and Atwood leave J.P. Morgan Advisors, where they managed $18.6B, to launch Latigo Peak Partners https://www.privatewealthdaily.com/story/fidelity-s-100m-custody-minimum-applies-to-986-ria-relationships-706-fall-short Private Wealth Dailyen 2026-10-19T16:29:30.951Z Fidelity's $100M custody minimum applies to 986 RIA relationships; 706 fall short https://www.privatewealthdaily.com/story/rockefeller-adds-992-million-truist-team-in-naples Private Wealth Dailyen 2026-10-19T16:29:12.332Z Rockefeller adds $992 million Truist team in Naples https://www.privatewealthdaily.com/story/ascensus-routes-flagged-401-k-participants-to-the-plan-s-own-advisor Private Wealth Dailyen 2026-10-19T13:37:19.397Z Ascensus routes flagged 401(k) participants to the plan’s own advisor https://www.privatewealthdaily.com/story/danish-regulator-clears-jyske-bank-s-acquisition-of-formuepleje Private Wealth Dailyen 2026-10-19T13:33:47.808Z Danish regulator clears Jyske Bank's acquisition of Formuepleje https://www.privatewealthdaily.com/story/danish-regulator-clears-jyske-bank-s-acquisition-of-fp-kapital Private Wealth Dailyen 2026-10-19T13:33:03.086Z Danish regulator clears Jyske Bank's acquisition of FP Kapital https://www.privatewealthdaily.com/story/lpl-adds-5-4-billion-in-advisor-teams-indivisible-recruits-1-1-billion-rbc-group Private Wealth Dailyen 2026-10-19T13:06:24.781Z LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group https://www.privatewealthdaily.com/story/goldman-sachs-and-phoenix-financial-announce-4-billion-client-asset-transaction Private Wealth Dailyen 2026-10-19T11:19:28.705Z Goldman Sachs and Phoenix Financial announce $4 billion client-asset transaction https://www.privatewealthdaily.com/story/bernstein-s-jennifer-goode-says-childless-clients-are-underserved-by-estate-plan Private Wealth Dailyen 2026-10-19T11:18:49.862Z Bernstein's Jennifer Goode says childless clients are underserved by estate-planning defaults https://www.privatewealthdaily.com/story/sowell-names-scott-dooley-cio-restructures-investment-platform-for-advisors Private Wealth Dailyen 2026-10-19T11:18:37.701Z Sowell names Scott Dooley CIO, restructures investment platform for advisors https://www.privatewealthdaily.com/story/janney-opens-houston-office-with-3-5b-team-as-rockefeller-adds-naples-group Private Wealth Dailyen 2026-10-19T11:17:37.090Z Janney opens Houston office with $3.5B team as Rockefeller adds Naples group https://www.privatewealthdaily.com/story/rockefeller-global-family-office-adds-seven-person-1-2-billion-truist-team-in-na Private Wealth Dailyen 2026-10-18T20:33:19.905Z Rockefeller Global Family Office adds seven-person $1.2 billion Truist team in Naples https://www.privatewealthdaily.com/story/apella-and-waverly-announce-ria-acquisitions-of-261m-and-151m Private Wealth Dailyen 2026-10-18T18:36:25.214Z Apella and Waverly announce RIA acquisitions of $261M and $151M https://www.privatewealthdaily.com/story/advisor-moves-outnumber-custodian-changes-25-to-1-as-schwab-reports-record-flows Private Wealth Dailyen 2026-10-18T16:34:17.921Z Advisor moves outnumber custodian changes 25-to-1 as Schwab reports record flows https://www.privatewealthdaily.com/story/sei-recruits-kristie-edling-day-from-lpl-hightower-and-carson-add-executives Private Wealth Dailyen 2026-10-18T11:20:36.313Z SEI recruits Kristie Edling-Day from LPL; Hightower and Carson add executives https://www.privatewealthdaily.com/story/rockefeller-global-family-office-adds-1-2-billion-truist-team-in-naple Private Wealth Dailyen 2026-10-18T08:50:14.090Z Rockefeller Global Family Office adds $1.2 billion Truist team in Naples https://www.privatewealthdaily.com/story/wells-fargo-adds-900-million-in-recruits-janney-lands-3-3-billion-raymond-james- Private Wealth Dailyen 2026-10-17T20:36:09.627Z Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team https://www.privatewealthdaily.com/story/apella-acquiring-blue-spark-waverly-adding-mcs-cohnreznick-to-add-aldrich Private Wealth Dailyen 2026-10-17T18:36:01.742Z Apella acquiring Blue Spark; Waverly adding MCS; CohnReznick to add Aldrich