Wealth-management deal announcements outnumber closings 751 to 660 in 30 days
The two counts track separate events in the same window, so the 91-event spread is not a tally of deals that failed to close.
At a glance
Our deal log recorded 751 wealth-management deal announcements and 660 closings in the past 30 days.
Read as a ratio, announcements and closings ran at roughly 1.1 to 1 across the window, suggesting new deal flow and completed transactions moved at comparable rates.
Recruiting activity was the larger volume story: the log counted 1,563 advisor moves in the same 30 days, more than the 751 deal announcements and 660 closings combined (1,411).
Our deal log recorded 751 wealth-management deal announcements and 660 closings in the past 30 days.
Read as a ratio, announcements and closings ran at roughly 1.1 to 1 across the window, suggesting new deal flow and completed transactions moved at comparable rates.
The two counts track separate events in the same window, not a cohort followed from announcement to close; a closing logged this month generally traces to an announcement logged months earlier, and the log does not pair the two, so the 91-event spread does not identify deals that stalled.
Recruiting activity was the larger volume story: the log counted 1,563 advisor moves in the same 30 days, more than the 751 deal announcements and 660 closings combined (1,411). Deal announcements were the second-busiest category behind advisor moves.
| Tracked activity, past 30 days | Events |
|---|---|
| Advisor move | 1,563 |
| Deal announced | 751 |
| Deal closed | 660 |
| Executive change | 508 |
| Fund launch | 397 |
| Deal talk | 60 |
| New registration | 143 |
| Breakaway | 39 |
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