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Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Alaris

In network coverage since September 15, 2026 · 3 stories
Network coverage
Deals & PE

Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples

The Mather Group announced a $400 million deal for Legacy Consulting of Plano, Texas, as the firm disclosed more than $700 million in additions this year.
Moves · Oct 2TradePMR product chief Jon Patullo joins CG Financial as COO and CIO
Moves · Sep 15At Choreo, the integration job now comes with the HR title
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