https://www.privatewealthdaily.com/story/state-street-and-apex-clearing-launch-ria-custody-connecticut-wealth-hires-subat Private Wealth Dailyen 2026-10-14T11:19:09.429Z State Street and Apex Clearing launch RIA custody; Connecticut Wealth hires Subatomic for AI https://www.privatewealthdaily.com/story/sammons-rebrands-wealth-holding-company-as-criterion-grouping-three-rias Private Wealth Dailyen 2026-10-14T11:15:19.941Z Sammons rebrands wealth holding company as Criterion, grouping three RIAs https://www.privatewealthdaily.com/story/hightower-and-merrill-teams-launch-independent-practices-with-1b-plus-in-assets Private Wealth Dailyen 2026-10-14T11:14:28.263Z Hightower and Merrill teams launch independent practices with $1B-plus in assets https://www.privatewealthdaily.com/story/vestgen-takes-willow-tree-credit-to-fund-midwest-ria-acquisitions Private Wealth Dailyen 2026-10-14T11:14:18.162Z VestGen takes Willow Tree credit to fund Midwest RIA acquisitions https://www.privatewealthdaily.com/story/vestgen-wealth-partners-receives-willow-tree-credit-to-fund-ria-acquisitions Private Wealth Dailyen 2026-10-14T10:25:07.289Z VestGen Wealth Partners receives Willow Tree credit to fund RIA acquisitions https://www.privatewealthdaily.com/story/connecticut-wealth-management-hires-subatomic-to-build-its-ai-operating-system Private Wealth Dailyen 2026-10-14T10:25:00.281Z Connecticut Wealth Management hires Subatomic to build an AI operating system https://www.privatewealthdaily.com/story/captrust-adds-3b-hoge-barrett-team-from-truist-in-winston-salem Private Wealth Dailyen 2026-10-14T10:24:52.689Z Captrust adds $3B Hoge-Barrett team from Truist in Winston-Salem https://www.privatewealthdaily.com/story/state-street-and-apex-clearing-launch-ria-custody-unit-for-1-billion-plus-rias Private Wealth Dailyen 2026-10-14T01:23:10.141Z State Street and Apex Clearing launch RIA custody unit for $1 billion-plus RIAs https://www.privatewealthdaily.com/story/waverly-advisors-buys-151m-oregon-ria-apella-wealth-adds-261m-blue-spark Private Wealth Dailyen 2026-10-13T21:40:17.173Z Waverly Advisors buys $151M Oregon RIA; Apella Wealth adds $261M Blue Spark https://www.privatewealthdaily.com/story/an-ria-owner-exploring-a-first-acquisition-says-growth-can-outpace-firm-systems Private Wealth Dailyen 2026-10-13T21:38:43.573Z An RIA owner exploring a first acquisition says growth can outpace firm systems https://www.privatewealthdaily.com/story/jpmorgan-asset-and-wealth-revenue-rises-14-to-6-9-billion-expenses-rise-14 Private Wealth Dailyen 2026-10-13T20:34:12.079Z JPMorgan asset and wealth revenue rises 14% to $6.9 billion; expenses rise 14% https://www.privatewealthdaily.com/story/partners-adds-ubs-executives-mara-glassel-and-julie-fox-as-equity-partners Private Wealth Dailyen 2026-10-13T20:11:06.429Z &Partners to add UBS executives Mara Glassel and Julie Fox as equity partners https://www.privatewealthdaily.com/story/wealth-enhancement-strategist-warns-ai-can-cause-false-diversification-in-altern Private Wealth Dailyen 2026-10-13T20:09:42.089Z Wealth Enhancement strategist warns AI can cause false diversification in alternatives https://www.privatewealthdaily.com/story/indivisible-partners-adds-1-1b-baltimore-team-from-rbc-wealth-management Private Wealth Dailyen 2026-10-13T19:26:29.199Z Indivisible Partners adds $1.1B Baltimore team from RBC Wealth Management https://www.privatewealthdaily.com/story/new-york-state-common-retirement-fund-announces-456-3-million-in-real-estate-com Private Wealth Dailyen 2026-10-13T18:36:40.546Z New York State Common Retirement Fund announces $456.3 million in real estate commitments https://www.privatewealthdaily.com/story/wealth-revenue-rises-12-to-15-at-jpmorgan-wells-fargo-goldman-citi Private Wealth Dailyen 2026-10-13T17:55:43.613Z Wealth revenue rises 12% to 15% at JPMorgan, Wells Fargo, Goldman, Citi https://www.privatewealthdaily.com/story/wealthmanagement-com-column-says-advisor-succession-stalls-on-identity-not-deal- Private Wealth Dailyen 2026-10-13T17:55:07.585Z WealthManagement.com column says advisor succession stalls on identity, not deal terms https://www.privatewealthdaily.com/story/carson-group-hires-ex-united-bank-wealth-head-matt-humphrey-to-run-w-2-channel Private Wealth Dailyen 2026-10-13T16:20:53.229Z Carson Group hires ex-United Bank wealth head Matt Humphrey to run W-2 channel https://www.privatewealthdaily.com/story/mai-capital-hires-matt-barthel-to-lead-advisor-liftout-recruiting Private Wealth Dailyen 2026-10-13T14:58:01.252Z MAI Capital hires Matt Barthel to lead advisor liftout recruiting https://www.privatewealthdaily.com/story/belay-real-estate-ventures-fund-iv-reports-340m-sold-on-750m-offering Private Wealth Dailyen 2026-10-13T13:07:26.659Z Belay Real Estate Ventures Fund IV reports $340M sold on $750M offering https://www.privatewealthdaily.com/story/sammons-financial-group-launches-criterion-a-three-ria-holding-company-with-27b- Private Wealth Dailyen 2026-10-13T11:19:27.396Z Sammons Financial Group launches Criterion, a three-RIA holding company with $27B AUM/A https://www.privatewealthdaily.com/story/sammons-financial-group-launches-criterion-a-27b-holding-company-for-three-rias Private Wealth Dailyen 2026-10-13T10:26:28.256Z Sammons launches Criterion, holding company for three RIAs with $27B in AUM/A https://www.privatewealthdaily.com/story/carson-group-names-matt-humphrey-to-lead-w-2-advisor-channel Private Wealth Dailyen 2026-10-13T10:23:49.168Z Carson Group names Matt Humphrey to lead W-2 advisor channel https://www.privatewealthdaily.com/story/carlyle-takes-a-minority-stake-in-prime-capital-financial-where-170-advisors-own Private Wealth Dailyen 2026-10-12T20:33:10.862Z Carlyle takes a minority stake in Prime Capital Financial, where 170 advisors own equity https://www.privatewealthdaily.com/story/tokio-marine-led-group-launches-2-billion-fund-totalenergies-kkr-announce-1-2-bi Private Wealth Dailyen 2026-10-12T18:36:13.924Z Tokio Marine, Schroders, BlueOrchard and International Finance Corporation launch $2 billion fund https://www.privatewealthdaily.com/story/advisor-moves-outnumber-breakaways-38-to-1-over-the-past-30-days Private Wealth Dailyen 2026-10-12T16:35:16.033Z Advisor moves outnumber breakaways 38 to 1 over the past 30 days https://www.privatewealthdaily.com/story/prime-capital-brings-in-carlyle-as-minority-investor-170-advisors-own-equity Private Wealth Dailyen 2026-10-12T15:32:46.077Z Prime Capital brings in Carlyle as minority investor; 170 advisors own equity