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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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CohnReznick

In network coverage since October 14, 2026 · 3 stories
1Deals on our tracker
Deal recordFull tracker →
Oct 13, 26Deal announcedAldrich CPAs + Advisors · Aldrich Wealth · $8B — coverage
Network coverage
Features

A buyer's deal pipeline is not collateral for an RIA sale

Wealth managers announced 156 deals and closed 50 in 90 days. Sellers should price the buyer on closes, committed capital and who stays.
Features · Oct 26RIA sale prices turn on retention; the structure carries the multiple
M&A · Oct 14CohnReznick to add Aldrich's $8B wealth practice, closing mid-December
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