https://www.privatewealthdaily.com/story/recruiting-scoreboard-2026-08 Private Wealth Dailyen 2026-10-26T14:00:25.122Z Recruiting scoreboard: Charles Schwab leads August asset growth among public wealth firms https://www.privatewealthdaily.com/story/only-17-of-firms-make-the-referral-ask-a-defined-step Private Wealth Dailyen 2026-10-26T13:08:36.227Z Only 17% of firms make the referral ask a defined step https://www.privatewealthdaily.com/story/blackrock-owned-akaysha-refinances-four-batteries-with-a-1-75bn Private Wealth Dailyen 2026-10-26T13:07:30.789Z BlackRock-owned Akaysha refinances four batteries with A$1.75bn https://www.privatewealthdaily.com/story/uk-proposes-14-year-jail-for-cable-sabotage-unlimited-fines Private Wealth Dailyen 2026-10-26T13:06:27.631Z UK proposes unlimited fines for ship owners who damage cables https://www.privatewealthdaily.com/story/microsoft-buys-37-ohio-acres-for-6-65-million Private Wealth Dailyen 2026-10-26T13:02:19.207Z Microsoft buys 37 Ohio acres for $6.65 million https://www.privatewealthdaily.com/story/ghg-protocol-to-delay-hourly-scope-2-matching-after-82-object Private Wealth Dailyen 2026-10-26T13:02:18.972Z GHG Protocol to delay stricter Scope 2 rule; 82% report low support https://www.privatewealthdaily.com/story/apex-ceo-says-clarity-act-failure-pushes-crypto-work-to-asia Private Wealth Dailyen 2026-10-26T12:17:44.203Z Apex CEO warns Clarity Act delay risks losing crypto business to Asia https://www.privatewealthdaily.com/story/the-week-in-wealth-consolidation-runs-on-debt-teams-and-metered-ai Private Wealth Dailyen 2026-10-26T12:17:44.203Z The Week in Wealth: Consolidation Runs on Debt, Teams and Metered AI https://www.privatewealthdaily.com/story/wealth-firms-bought-capacity-not-size-in-a-19-deal-week Private Wealth Dailyen 2026-10-26T12:17:44.203Z Wealth firms bought capacity, not size, in a 19-deal week https://www.privatewealthdaily.com/story/spacexai-faces-6-1-million-mississippi-stormwater-permit-claim Private Wealth Dailyen 2026-10-26T12:17:44.203Z SpaceXAI faces $6.1 million Mississippi stormwater permit claim https://www.privatewealthdaily.com/story/judge-rules-voluntary-disability-policy-is-erisa-plan Private Wealth Dailyen 2026-10-26T12:17:44.203Z Judge rules 'voluntary' disability policy is ERISA plan https://www.privatewealthdaily.com/story/roth-conversion-arithmetic-favors-paying-tax-from-taxable-assets Private Wealth Dailyen 2026-10-26T12:17:44.203Z Roth conversion arithmetic favors paying tax from taxable assets https://www.privatewealthdaily.com/story/claude-sets-4-800-seat-minimum-finny-s-50-fee-adds-asset-share Private Wealth Dailyen 2026-10-26T12:17:44.203Z Claude sets $4,800 seat minimum; FINNY's $50 fee adds asset share https://www.privatewealthdaily.com/story/carta-launches-401-k-with-morgan-stanley-and-vestwell Private Wealth Dailyen 2026-10-26T12:16:29.493Z Carta launches 401(k) with Morgan Stanley and Vestwell https://www.privatewealthdaily.com/story/350-park-avenue-tower-secures-3-3b-construction-financing Private Wealth Dailyen 2026-10-26T12:16:29.493Z 350 Park Avenue tower secures $3.3B construction financing https://www.privatewealthdaily.com/story/a-buyer-s-deal-pipeline-is-not-collateral-for-an-ria-sale Private Wealth Dailyen 2026-10-26T12:16:29.493Z A buyer's deal pipeline is not collateral for an RIA sale https://www.privatewealthdaily.com/story/chicago-financial-adds-rising-gen-members-to-committee-without-vote Private Wealth Dailyen 2026-10-26T12:16:29.493Z Chicago Financial lets rising gen join investment committee, no vote https://www.privatewealthdaily.com/story/rias-with-centralized-ai-governance-score-2-5x-higher Private Wealth Dailyen 2026-10-26T12:16:29.493Z Centralized AI governance scores 2.5x higher on AI maturity https://www.privatewealthdaily.com/story/busiest-ria-buyers-average-679-million-a-deal-below-the-median Private Wealth Dailyen 2026-10-26T12:16:29.493Z Busiest RIA buyers average $679 million a deal, below the median https://www.privatewealthdaily.com/story/the-947-million-median-is-not-the-bid-a-sub-1b-ria-gets Private Wealth Dailyen 2026-10-26T12:16:29.493Z The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets https://www.privatewealthdaily.com/story/ubs-bought-5-3-billion-of-recruits-and-lost-11-billion Private Wealth Dailyen 2026-10-26T12:16:29.493Z UBS Bought $5.3 Billion of Recruits and Lost $11 Billion https://www.privatewealthdaily.com/story/client-cash-moving-to-t-bills-is-a-custody-contract-fight Private Wealth Dailyen 2026-10-26T12:16:29.493Z Client cash moving to T-bills is a custody contract fight https://www.privatewealthdaily.com/story/mariner-seeks-150m-term-loan-add-on-lifting-debt-to-1-3b Private Wealth Dailyen 2026-10-26T12:16:29.493Z Mariner seeks $150M term loan add-on, lifting debt to $1.3B https://www.privatewealthdaily.com/story/fidelity-s-100-million-floor-meets-anthropic-s-4-800-minimum Private Wealth Dailyen 2026-10-26T12:16:29.493Z Fidelity's $100 million floor meets Anthropic's $4,800 minimum https://www.privatewealthdaily.com/story/credit-interval-fund-redemptions-reach-79-of-gross-sales Private Wealth Dailyen 2026-10-26T12:16:29.493Z Credit interval fund redemptions reach 79% of gross sales https://www.privatewealthdaily.com/story/steward-ceo-jim-gold-says-ria-deal-volume-may-run-five-times-reported Private Wealth Dailyen 2026-10-26T12:16:29.493Z Steward CEO Jim Gold says RIA deal volume may run five times reported https://www.privatewealthdaily.com/story/credit-fundraising-falls-48-as-hard-assets-outraise-it-by-5-3b Private Wealth Dailyen 2026-10-26T12:16:29.493Z Credit fundraising falls 48% as hard assets outraise it by $5.3B https://www.privatewealthdaily.com/story/hard-assets-outraise-credit-by-5-3b-as-fundraising-falls-14 Private Wealth Dailyen 2026-10-26T12:16:29.493Z Hard assets outraise credit by $5.3B as fundraising falls 14% https://www.privatewealthdaily.com/story/ria-sale-prices-turn-on-retention-the-structure-carries-the-multiple Private Wealth Dailyen 2026-10-26T12:16:29.493Z RIA sale prices turn on retention; the structure carries the multiple https://www.privatewealthdaily.com/story/icg-next-a-2-3b-new-jersey-firm-moves-from-lpl-to-osaic Private Wealth Dailyen 2026-10-26T12:16:29.493Z ICG next, a $2.3B New Jersey firm, moves from LPL to Osaic https://www.privatewealthdaily.com/story/hard-assets-top-private-credit-by-5-3b-in-q3 Private Wealth Dailyen 2026-10-26T12:16:29.493Z Hard assets top private credit by $5.3B in Q3 https://www.privatewealthdaily.com/story/hard-assets-out-raised-private-credit-by-5-3b-in-q3 Private Wealth Dailyen 2026-10-26T12:16:29.493Z Hard assets out-raised private credit by $5.3B in Q3 https://www.privatewealthdaily.com/story/raymond-james-names-bell-independent-contractor-chief Private Wealth Dailyen 2026-10-26T12:08:20.617Z Raymond James names Kirk Bell to lead independent contractor unit https://www.privatewealthdaily.com/story/goldman-s-call-writing-etfs-take-1-1-billion-in-a-month Private Wealth Dailyen 2026-10-26T11:54:00.320Z Goldman's call-writing ETFs take $1.1 billion in a month https://www.privatewealthdaily.com/story/osaic-adds-576m-stifel-book-founder-s-daughter-cites-succession-help Private Wealth Dailyen 2026-10-26T11:49:34.515Z Osaic adds $576M Stifel book; founder's daughter cites succession help https://www.privatewealthdaily.com/story/raymond-james-names-scott-curtis-chief-operating-officer Private Wealth Dailyen 2026-10-26T11:26:04.935Z Raymond James names Scott Curtis COO effective Oct. 26 https://www.privatewealthdaily.com/story/fewer-surveyed-wealth-firms-report-organic-growth-at-or-below-5 Private Wealth Dailyen 2026-10-26T11:24:30.556Z F2 survey: 17% of wealth firms ask for referrals as a step https://www.privatewealthdaily.com/story/ria-ai-maturity-tracks-governance-structure-not-tech-spend Private Wealth Dailyen 2026-10-26T11:21:09.796Z RIA AI maturity tracks governance structure, not tech spend https://www.privatewealthdaily.com/story/man-group-meiji-yasuda-announce-1-25bn-partnership Private Wealth Dailyen 2026-10-26T11:12:48.215Z Man Group, Meiji Yasuda announce $1.25bn partnership https://www.privatewealthdaily.com/story/kao-data-to-host-aria-funded-ai-inference-lab-at-harlow Private Wealth Dailyen 2026-10-26T10:41:50.795Z Kao Data to host ARIA-funded AI inference lab at Harlow https://www.privatewealthdaily.com/story/adv-watch-2026-10-24 Private Wealth Dailyen 2026-10-26T09:40:34.543Z ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave https://www.privatewealthdaily.com/story/fed-raises-rates-to-3-75-4-00-first-hike-in-three-years Private Wealth Dailyen 2026-10-26T08:29:32.143Z Fed raises rates to 3.75–4.00%, first hike in three years https://www.privatewealthdaily.com/story/250-megawatt-massachusetts-battery-closes-850-million-financing Private Wealth Dailyen 2026-10-26T08:25:40.672Z 250-megawatt Massachusetts battery closes $850 million financing https://www.privatewealthdaily.com/story/wellington-insurance-bond-team-wins-asset-manager-award Private Wealth Dailyen 2026-10-26T06:09:45.724Z Wellington insurance bond team wins asset manager award https://www.privatewealthdaily.com/story/interstate-equities-closes-215-million-multifamily-fund Private Wealth Dailyen 2026-10-26T03:50:17.102Z Interstate Equities closes $215 million multifamily fund https://www.privatewealthdaily.com/story/getty-family-and-koch-commit-533m-to-take-getty-private Private Wealth Dailyen 2026-10-26T03:07:12.816Z Getty family and Koch commit up to $533M to take Getty Images private https://www.privatewealthdaily.com/story/cybersecurity-expert-mike-piper-says-ai-makes-fraud-cheap-at-scale Private Wealth Dailyen 2026-10-25T21:14:50.768Z Cybersecurity expert Mike Piper says AI makes fraud cheap at scale https://www.privatewealthdaily.com/story/benchmark-reports-85-5m-sold-as-ten-funds-report-under-1m Private Wealth Dailyen 2026-10-25T15:52:20.605Z Benchmark, AP Maverick funds carry 85% of $188.3M sold https://www.privatewealthdaily.com/story/life-insurers-ai-holdings-rise-24-to-85-2-billion Private Wealth Dailyen 2026-10-25T12:19:06.402Z US life insurers' AI holdings rise 24% to $85.2 billion https://www.privatewealthdaily.com/story/rbc-kintra-pinnacle-modern-add-20-advisors-in-a-day Private Wealth Dailyen 2026-10-25T11:21:54.982Z RBC, Kintra, Pinnacle, Modern add 20 advisors https://www.privatewealthdaily.com/story/xapo-ceo-says-wealthy-bitcoin-holders-turn-to-loans-and-yield Private Wealth Dailyen 2026-10-24T19:25:26.718Z Xapo CEO says wealthy bitcoin holders turn to loans and yield https://www.privatewealthdaily.com/story/sec-2027-exam-priorities-target-illiquid-products-ai-deepfakes Private Wealth Dailyen 2026-10-24T18:43:00.864Z SEC 2027 exam priorities target illiquid products, AI deepfakes https://www.privatewealthdaily.com/story/bdc-common-stocks-fall-again-in-week-to-oct-23 Private Wealth Dailyen 2026-10-24T17:55:47.069Z BDC common stocks fall again in week to Oct. 23 https://www.privatewealthdaily.com/story/stifel-s-kruszewski-says-a-merger-won-t-lift-its-9x-multiple Private Wealth Dailyen 2026-10-24T17:27:32.715Z Kruszewski: lower-multiple merger won't lift Stifel's 9x multiple https://www.privatewealthdaily.com/story/preferred-sales-financed-purchases-of-136-000-bitcoin Private Wealth Dailyen 2026-10-24T17:22:23.973Z Preferred sales financed purchases of 136,000 bitcoin https://www.privatewealthdaily.com/story/okxice-tokenized-stock-opt-outs-hit-22-as-wells-fargo-and-cisco-object Private Wealth Dailyen 2026-10-24T16:07:01.015Z OKXICE tokenized-stock opt-outs hit 22 as Wells Fargo and Cisco object https://www.privatewealthdaily.com/story/georgia-s-silk-cloud-plans-blackwell-ultra-gpus-for-2027 Private Wealth Dailyen 2026-10-24T16:03:56.251Z Georgia's Silk Cloud plans Blackwell Ultra GPUs for 2027