https://www.privatewealthdaily.com/story/phil-scott-and-jim-atwood-launch-18-6b-ria-latigo-peak-as-bofa-downgrades-amerip Private Wealth Dailyen 2026-10-20T12:22:53.373Z Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise https://www.privatewealthdaily.com/story/long-arc-capital-names-robertson-stephens-coo-vikram-chugh-as-circleblack-ceo Private Wealth Dailyen 2026-10-20T12:10:45.625Z Long Arc Capital names Robertson Stephens COO Vikram Chugh as CircleBlack CEO https://www.privatewealthdaily.com/story/bank-of-america-downgrades-ameriprise-over-the-cost-of-retention-bonuses Private Wealth Dailyen 2026-10-20T11:45:28.653Z Bank of America downgrades Ameriprise over the cost of retention bonuses https://www.privatewealthdaily.com/story/phil-scott-and-jim-atwood-launch-18-6b-ria-latigo-peak-in-palm-beach-gardens Private Wealth Dailyen 2026-10-20T11:44:31.073Z Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak in Palm Beach Gardens https://www.privatewealthdaily.com/story/sifma-kpmg-survey-gen-z-trust-in-ai-only-advice-falls-to-10 Private Wealth Dailyen 2026-10-20T11:43:38.393Z Sifma-KPMG survey: Gen Z trust in AI-only advice falls to 10% https://www.privatewealthdaily.com/story/boston-consulting-group-ranks-financial-services-among-most-ai-exposed-sectors Private Wealth Dailyen 2026-10-20T11:43:10.264Z Boston Consulting Group ranks financial services among most AI-exposed sectors https://www.privatewealthdaily.com/story/icg-next-leaves-lpl-for-osaic-with-2-3b-and-acquisition-plans Private Wealth Dailyen 2026-10-20T11:42:49.447Z ICG Next leaves LPL for Osaic with $2.3B and acquisition plans https://www.privatewealthdaily.com/story/rockefeller-family-dynamics-head-says-heirs-need-preparation-not-just-documents Private Wealth Dailyen 2026-10-20T11:42:18.545Z Rockefeller family-dynamics head says heirs need preparation, not just documents https://www.privatewealthdaily.com/story/circleblack-names-robertson-stephens-coo-vikram-chugh-as-ceo Private Wealth Dailyen 2026-10-20T11:41:56.739Z CircleBlack names Robertson Stephens COO Vikram Chugh as CEO https://www.privatewealthdaily.com/story/focus-names-nevis-enterprise-ai-platform-starting-with-account-opening Private Wealth Dailyen 2026-10-20T01:39:44.292Z Focus names Nevis enterprise AI platform, starting with account opening https://www.privatewealthdaily.com/story/partners-adds-323m-oklahoma-practice-ep-wealth-hires-denver-advisor Private Wealth Dailyen 2026-10-19T20:38:36.903Z &Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor https://www.privatewealthdaily.com/story/fidelity-s-100m-custody-minimum-leaves-706-of-986-rias-below-it-pwd-reports Private Wealth Dailyen 2026-10-19T20:35:01.893Z Fidelity's $100M custody minimum leaves 706 of 986 RIAs below it, PWD reports https://www.privatewealthdaily.com/story/jim-atwood-and-phil-scott-leave-jpmorgan-to-launch-18-6b-ria-latigo-peak Private Wealth Dailyen 2026-10-19T19:46:55.652Z Jim Atwood and Phil Scott leave JPMorgan to launch $18.6B RIA Latigo Peak https://www.privatewealthdaily.com/story/danish-regulator-clears-jyske-bank-s-formuepleje-and-fp-kapital-deals Private Wealth Dailyen 2026-10-19T19:00:11.640Z Danish regulator clears Jyske Bank's Formuepleje and FP Kapital deals https://www.privatewealthdaily.com/story/hb-wealth-and-ep-wealth-dealmakers-say-cost-of-capital-not-midterms-moves-valuat Private Wealth Dailyen 2026-10-19T18:42:57.107Z HB Wealth and EP Wealth dealmakers say cost of capital, not midterms, moves valuations https://www.privatewealthdaily.com/story/everwind-and-anthropic-announce-5-6-billion-deal-monday Private Wealth Dailyen 2026-10-19T18:35:46.112Z EverWind and Anthropic announce $5.6 billion deal Monday 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