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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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Aspen Standard Wealth

In network coverage since October 6, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Oct 5, 26Deal announcedCullen Investment Group · $1B — coverage
Oct 5, 26Deal announcedCullen Investment Group · $1 — coverage
Network coverage
Features

RIA sale prices depend on client retention and deal structure

Elevation Point typically takes a 20% minimum stake, while Concurrent bought $5.4 billion Spire as an asset purchase.
Deals & PE · Oct 6Cresset is pursuing National Advisors Trust to build a $13.1 billion trust platform
M&A · Oct 6Aspen Standard Wealth buys Cullen Investment Group, its fourth deal of 2026
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