Skip to content
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
other

Compass

In network coverage since September 14, 2026 · 8 stories
3Deals on our tracker
Deal recordFull tracker →
Oct 20, 26Deal closedCAPTRUST · Long Island Wealth Management · $1.2K — coverage
Sep 24, 26Deal closedCaptrust Financial Advisors · Long Island Wealth Management · $1.2B — coverage
Sep 22, 26Deal announcedCaptrust Financial Advisors · Long Island Wealth Management · $1.2B — coverage
Network coverage
M&A

Captrust adds $300M Raleigh team, its ninth deal this year

Clark Abbott and Robert Hartinger bring more than 190 clients and three colleagues, and the release puts Captrust at 470 employees in Raleigh.
Deals & PE · Sep 25Northwestern Mutual set a price for the software layer: 22,000 advisors
M&A · Sep 25Deal counts fell 19%; funded buyers carried the week
The Advisor's Note · Sep 25Ameriprise’s retention check is now a recruiting benchmark
The Wrap · Sep 25Captrust and LPL are buying whole practices now
M&A · Sep 24RIA deal currency shifts from AUM to cash and retention
M&A · Sep 23Captrust's Long Island double deal was already one firm
Data centers & fiber · Sep 14Brookfield buys an option on 8GW the market cannot yet price
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.