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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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BNY Pershing

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In network coverage since September 29, 2026 · 16+ stories
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Features

Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise

The self-funded Palm Beach Gardens firm opens with 48 professionals and dual custody at Charles Schwab and BNY Pershing.
RIA · Oct 20Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak in Palm Beach Gardens
Recruiting & transitions · Oct 19Two JPMorgan advisors leave with $18.6B to launch self-funded Latigo Peak
Moves · Oct 19Jim Atwood and Phil Scott leave JPMorgan to launch $18.6B RIA Latigo Peak
Moves · Oct 19Scott and Atwood leave J.P. Morgan Advisors, where they managed $18.6B, to launch Latigo Peak Partners
Recruiting & transitions · Oct 13State Street launches Apex-powered RIA custody unit for $1 billion-plus RIAs
The Close · Oct 11Adam Vos takes over BNY Pershing's RIA custody unit as Wove is withdrawn
The Close · Oct 10Adam Vos takes BNY Pershing's RIA custody unit as Wove is withdrawn
The Advisor's Note · Oct 10Orion quotes vendors up to $20,000 a month for platform data
Recruiting & transitions · Oct 9BNY Pershing retires Wove and shifts RIA platform reset to Adam Vos
RIA · Oct 9Ainslee Simmonds is out at BNY Pershing's RIA custody unit; Wove withdrawn
Recruiting & transitions · Oct 7Fidelity gives RIAs under $100 million until June 2027 to leave custody
Features · Sep 30BNY Pershing retires Wove, folds it into wealth unit as Fitch lists cash-rate winners
The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives
Practice management · Sep 29BNY Pershing folds Wove into Adam Vos's wealth solutions unit
RIA · Sep 29BNY Pershing retires the Wove brand and folds platform into wealth solutions
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