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/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/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/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/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/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/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% https://www.privatewealthdaily.com/story/blackrock-study-finds-advisors-rank-wealth-growth-eighth-for-women-who-rank-it-f Private Wealth Dailyen 2026-10-06T22:39:26.900Z BlackRock study finds advisors rank growth eighth for women who rank it first https://www.privatewealthdaily.com/story/hightower-s-bahnsen-group-to-buy-affiliate-hightower-naples-adding-1-1-billion Private Wealth Dailyen 2026-10-06T22:34:29.455Z Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets https://www.privatewealthdaily.com/story/cerulli-and-morningstar-find-dc-plans-supply-10-2-of-the-average-advisor-s-wealt Private Wealth Dailyen 2026-10-06T22:32:42.989Z Cerulli and Morningstar find DC plans supply 10.2% of the average advisor's wealth clients https://www.privatewealthdaily.com/story/wealthspire-launches-a-2-9-billion-sports-practice-and-plans-an-nil-program Private Wealth Dailyen 2026-10-06T22:30:26.651Z Wealthspire launches a $2.9 billion sports practice and plans an NIL program https://www.privatewealthdaily.com/story/fidelity-s-100-million-line-turns-ria-custody-into-a-price-war Private Wealth Dailyen 2026-10-06T20:39:24.584Z Fidelity's $100 million custody minimum draws Betterment, Axos and Schwab https://www.privatewealthdaily.com/story/wealthfront-reports-a-third-straight-month-of-positive-cash-net-deposits Private Wealth Dailyen 2026-10-06T20:29:27.859Z Wealthfront reports a third straight month of positive cash net deposits https://www.privatewealthdaily.com/story/lpl-financial-to-report-third-quarter-earnings-after-market-close-oct-27 Private Wealth Dailyen 2026-10-06T20:26:30.202Z LPL Financial to report third-quarter earnings after market close Oct. 27 https://www.privatewealthdaily.com/story/wealthspire-launches-a-2-88-billion-sports-and-entertainment-practice-inside-its Private Wealth Dailyen 2026-10-06T19:42:00.582Z Wealthspire launches a $2.88 billion sports and entertainment practice inside its family office https://www.privatewealthdaily.com/story/bahnsen-group-to-acquire-1-1-billion-hightower-naples-under-its-franchise-model Private Wealth Dailyen 2026-10-06T19:02:12.514Z Bahnsen Group to acquire $1.1 billion Hightower Naples under its franchise model https://www.privatewealthdaily.com/story/alto-to-buy-forge-trust-from-schwab-pooling-20-billion-in-retirement-assets Private Wealth Dailyen 2026-10-06T18:59:52.698Z Alto to buy Forge Trust from Schwab, pooling $20 billion in retirement assets https://www.privatewealthdaily.com/story/cresset-is-pursuing-national-advisors-trust-to-build-a-13-1-billion-trust-platfo Private Wealth Dailyen 2026-10-06T18:35:47.995Z Cresset is pursuing National Advisors Trust to build a $13.1 billion trust platform https://www.privatewealthdaily.com/story/betterment-axos-and-schwab-court-fidelity-clients-hit-by-100-million-minimum Private Wealth Dailyen 2026-10-06T18:15:05.055Z Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum https://www.privatewealthdaily.com/story/creative-planning-hires-ovi-vitas-as-chief-marketing-officer Private Wealth Dailyen 2026-10-06T18:10:29.314Z Creative Planning hires Ovi Vitas as chief marketing officer https://www.privatewealthdaily.com/story/northern-trust-and-citi-add-senior-trust-executives-as-real-estate-fraud-losses- Private Wealth Dailyen 2026-10-06T17:26:57.725Z Northern Trust and Citi add senior trust executives as real-estate fraud losses hit $275.1 million https://www.privatewealthdaily.com/story/aspen-standard-wealth-acquires-cullen-investment-group-its-fourth-deal-of-2026 Private Wealth Dailyen 2026-10-06T17:19:09.633Z Aspen Standard Wealth acquires Cullen Investment Group, its fourth deal of 2026 https://www.privatewealthdaily.com/story/blue-owl-tech-fund-faces-39-redemption-requests-as-carlyle-estimates-1-trillion- Private Wealth Dailyen 2026-10-06T16:49:04.653Z Blue Owl tech fund draws 39% redemption requests; Carlyle sizes $1 trillion private-credit AI buildout https://www.privatewealthdaily.com/story/envestnet-draws-its-uhnw-line-at-30-million-and-says-white-glove-means-coordinat Private Wealth Dailyen 2026-10-06T16:12:01.175Z Envestnet draws its UHNW line at $30 million and says white glove means coordination https://www.privatewealthdaily.com/story/redbird-backed-arax-names-cfo-diego-galan-coo-over-operations-and-m-a Private Wealth Dailyen 2026-10-06T16:10:54.716Z RedBird-backed Arax names CFO Diego Galan COO over operations and M&A https://www.privatewealthdaily.com/story/aspen-standard-wealth-buys-cullen-investment-group-its-fourth-deal-of-2026 Private Wealth Dailyen 2026-10-06T15:26:31.469Z Aspen Standard Wealth buys Cullen Investment Group, its fourth deal of 2026 https://www.privatewealthdaily.com/story/fidelity-sets-100-million-custody-minimum-betterment-waives-fees-through-2028 Private Wealth Dailyen 2026-10-06T15:24:22.833Z Fidelity sets $100 million custody minimum; Betterment waives fees through 2028