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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Feathery

In network coverage since August 18, 2026 · 13 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 8, 26Fund launch — coverage
Aug 23, 26Deal announced — coverage
Aug 23, 26Deal closed — coverage
Network coverage
Succession & selling a firm

SEC adds advisors involved in RIA mergers to fiscal 2026 exam priority list

Legacy billing errors, undisclosed conflicts and incomplete records can outlast an RIA deal, Wealth Solutions Report says.
Succession & selling a firm · Oct 7Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership
Practice management · Oct 7Marie Swift, Ashten Legg and Matt Ackermann on RIA podcast launch prerequisites
The Advisor's Note · Oct 3Pontera pitches AI trust layer after OpenAI agents probe SEC sites
Practice management · Oct 1Feathery co-founder pitches firm-wide AI workflow redesign to small RIAs
Deals & PE · Sep 15Pave's $15 million Series A prices the custodian plumbing
Deals & PE · Sep 14Pave's $100 million valuation is a bet on advisor distribution
RIA · Sep 9Feathery gives RIAs plain-English control over workflows
Practice management · Aug 28Feathery's AI assistant makes bespoke proposals an operations problem
The Close · Aug 24The Custody Handoff Is the Talent War's New Front
Deals & PE · Aug 24The marginal dollar is chasing megawatts
Deals & PE · Aug 24Feathery raises $30M to automate the custodian handoff
Retirement Advisers · Aug 18Vanguard opens model portfolios to adviser customization
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